CREDIT, DEBT AND PROJECT FINANCE ADVISORY

Institutional-grade credit and structured-finance expertise, without the full-time hire.

Advisory for small and mid-market businesses, project sponsors, and lenders, from someone who has underwritten, managed, and worked out credits from the bank side.

Term sheet second opinion: Before you sign, get an independent read. Request a review.

OUR MISSION

To help small and mid-sized businesses and project sponsors grow, finance their goals, and succeed, by pairing institutional-grade finance expertise with a true partner’s commitment: clear thinking, honest advice, and steady support at every step.

When our clients succeed, we succeed.

WHAT WE DO

Finance support for the people on every side of the deal.

Services for businesses and borrowers: financial modeling, independent credit review, debt structuring and term sheet second opinions, fractional CFO and reporting support, workout and restructuring advisory
Services for energy and project sponsors: project finance advisory for renewable energy, preferred and tax equity support, independent engineer report review, managing financing workstreams to close
Services for lenders and investors: fractional underwriting, debt structuring and covenant monitoring, loan portfolio due diligence, relationship and project portfolio support

WHY SAGITTA

Bank-side judgment, a partner’s commitment.

01

Bank-side experience
Real underwriting and credit-approval background, not advisory-side theory.

02

Energy project finance niche
Demonstrated depth in renewable project finance and tax equity execution.

03

Both sides of the table
Origination, execution, and management of credit, plus distress and workout experience.

04

Institutional process knowledge
Tools and methods that big banks use.

05

Trilingual cross-border support
English, Lithuanian, and Russian for Baltic and Eastern European investors entering the US market.

Get a second opinion on your term sheet before you sign.Schedule a free, no-pressure discovery call to talk through your financing, credit, or portfolio support needs.[email protected] | (224) 357-7122

Sagitta Financial, LLC© 2026 Sagitta Financial, LLC. All rights reserved.Advisory services only. No securities transactions and no guarantee of financing outcomes. Sagitta does not provide legal, tax, or accounting advice.