Dealing With Half-Bankable Clients - Session for Brokers

Every broker knows the frustration of the half-bankable client. They’ve got a solid business. They’ve got security. On paper, they should get a “yes”, but one or two hurdles stop the banks in their tracks.

These clients often sit in the grey zone: too strong to be written off, but not quite fitting into traditional credit boxes. In this session, we’ll explore why these cases are on the rise, what they reveal about today’s lending environment, and most importantly, how you can structure deals that work without wasting time.

The session covers legacy issues, dealing with complex financial structures, and the tightening of banking policies post-COVID. The panel also explores alternative financing solutions, the role of private credit, and the importance of maintaining transparent communication between brokers, clients, and lenders. Whether you're a broker or a business owner dealing with financial distress, this episode offers valuable insights on navigating the current financial landscape.

Our Panel

Nick Samios, Director, Hermes Capital https://www.linkedin.com/in/nicksamios/

Chris Slack, Director, The Finance Consultancy https://www.linkedin.com/in/chris-slack-77811a62/

Daniella Mancuso Director, Salt Partners https://www.linkedin.com/in/daniellamancuso/

Martie Tziotis, Director Turnaround and Restructuring Strategy, Ernest & Young https://www.linkedin.com/in/martie-tziotis-a22b3b65/

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