Meet the Team Behind Every Financely Mandate

One principal. A team built per deal.

The Financely team is principal-led: the principal runs every mandate from first call to close, and a dedicated deal team of senior specialists joins once the engagement is signed.

Specialists are selected for the commodity, structure and jurisdiction of each transaction, so the people working on your file have done this kind of deal before. Financely is an advisory and arranging firm, not a lender.

Build a deal team

Pick a transaction type, or tap any specialism, to see who typically sits around the principal.

  • Trade finance operations. Specialists with up to 28 years across banking, commodity trading and shipping, covering documentary credits (MT700), SBLCs, guarantees, document checking and SWIFT messaging.
  • Credit and debt advisory. Former bank credit and debt professionals from global banking and markets, power, utilities and infrastructure, and branch-level credit underwriting.
  • Project finance modelling. Chartered Accountants and modellers with Big Four advisory backgrounds, building lender-grade models (DSCR, LLCR, debt sizing) for energy, power and infrastructure projects.
  • CFO-level transaction support. Group and fractional CFOs experienced in capital strategy, M&A, borrowing base facilities, receivables finance and lender readiness.
  • Risk and capital markets research. FRM-qualified analysts covering quantitative risk, lender mapping and funding strategy.
  • Audit and financial analysis. Internal audit and risk specialists with hands-on experience in LC issuance and banker's acceptances.

Inside the specialist pool

Deal teams are drawn from a vetted pool of senior practitioners. We read every application in full and check senior profiles against their public professional records.

57 applications reviewed in the latest intake
15 met our bar for relevant transaction experience
10 senior profiles verified against public records
  1. 01 Structuring and credit Structured commodity finance

    Former head of structured commodity and inventory finance at a global emerging-markets bank, with USD 1.5bn+ exposure across 20+ commodities, then group treasurer at a metals trader.

  2. 02 Trade and documentation Trade and supply chain finance

    30+ years in bank trade and supply chain finance across major US, UK and Canadian banks.

  3. 03 Structuring and credit Project finance and syndication

    Project finance and loan syndication at an investment bank and a Big Four firm, across 50+ infrastructure deals.

  4. 04 Structuring and credit Energy structured finance

    Former head of oil and gas at a European bank's African subsidiary, on deals co-financed with development finance institutions.

  5. 05 Trade and documentation Trader-side trade finance

    Trade finance at two global commodity trading houses, including back-to-back LC structures.

  6. 06 Trade and documentation LC, SBLC and UPAS

    16 years handling LCs, SBLCs and UPAS structures at a South Asian commercial bank.

  7. 07 Trade and documentation UCP 600 and documentation

    Relationship manager at a global bank in China and UCP 600 trainer, CDCS-certified.

  8. 08 Trade and documentation Trade operations

    15 years in trade operations at two Middle East banks, CDCS-certified.

  9. 09 Structuring and credit Trade product and compliance

    Trade finance product manager at a major Indian bank, now an AML specialist in Dubai.

  10. 10 Modelling and CFO Credit portfolio leadership

    Former bank managing director who ran a USD 1bn loan book at a US bank.

Pool members' backgrounds include Standard Chartered, JPMorgan, Bank of America, HSBC, BMO, Société Générale, Wells Fargo, Arab Bank, ADCB, Habib Bank, ICICI Bank, SBI Capital Markets, KPMG, Trafigura and Glencore Agri. Profiles are anonymized and not linked to the institutions listed.

How a team is staffed

  1. Assessment The principal reviews your request and sets the structure.
  2. Engagement You sign the engagement letter and the retainer starts the work.
  3. Team assembled Specialists are matched to your commodity, structure and jurisdiction.
  4. Execution Credit package, lender outreach and support through to close.

Why names are not published

Our specialists work across several institutions and jurisdictions. To protect their privacy and our clients' confidentiality, we do not list names online. Engaged clients receive their deal team's credentials on request, as set out in their engagement letter.

See the team's work

The clearest view of the team is what it has delivered. Browse our case studies and verified mandates and outcomes, follow a mandate through our lender introduction process, or see the deliverables for trade and commodity finance and project finance.

Put a senior deal team on your transaction

Request a quote with your financing need, amount and timeline. We will assess the deal and send a proposal with the diagnosis, structure and engagement terms.

Financely is an advisory and arranging firm, not a lender or broker-dealer. Team composition depends on each mandate, and specialists are engaged on a transaction basis.