Capabilities
Four divisions. One coordinated mandate.
MTG originates opportunities, structures transaction solutions, assembles independent capital and execution professionals, and coordinates complex transactions through closing.
Execution Architecture
End-to-End Transaction Structuring & Execution
From initial project assessment through financing, institutional-instrument architecture and closing coordination.
MTG evaluates the transaction, designs the capital structure and coordinates the independent lenders, counsel, issuers, agents, custodians and regulated intermediaries required to move the mandate toward execution.
MTG acts exclusively as the sponsor-side structuring and execution coordinator. Every regulated or professional function is performed independently by the appropriately qualified provider appointed to the transaction.
01
Project Analysis & Underwriting Coordination
Retained by sponsors, developers, landowners, business owners, issuers and family offices, MTG evaluates the asset, sponsor, financial model, sources and uses, collateral, guarantees, repayment capacity and downside scenarios.
The review may include:
- Sponsor, developer and counterparty review
- Ownership and organizational structure
- Sources and uses
- Financial model, budget and development schedule
- Historical and projected cash flows
- Market studies and appraisal coordination
- Permits, zoning, contracts and insurance
- Existing debt and encumbrances
- Collateral, guarantees, repayment and exit strategy
- LTV, LTC, DSCR, debt yield, IRR and equity multiple
- Repayment capacity, sensitivities, breakeven and downside scenarios
- Risk matrix and information-gap analysis
- Preliminary project assessment and evaluation memorandum
- Financing and execution roadmap
- Data-room and institutional-material preparation
References to evaluation mean financial and project evaluation only. MTG does not act as a regulated securities underwriter. Credit approvals and lending decisions remain exclusively with the applicable lender or capital provider.
02
Debt & Transaction Solutions
Our independence is structural: we carry no product we are required to sell. Each structure follows the analysis and may combine senior or construction debt, bridge financing, private credit, mezzanine debt, preferred or joint-venture equity, structured credit, refinancing or recapitalization. MTG identifies appropriate providers and coordinates diligence, proposals, negotiations, commitments and closing.
MTG may coordinate capital-provider identification, financing materials, data-room preparation, lender discussions, term-sheet comparison, pricing, maturity, amortization, covenants, reserves, collateral, recourse, guarantees, prepayment terms, closing conditions, due diligence, negotiations and closing execution.
Potential structures may include:
- Senior acquisition and construction debt
- Bridge financing
- Private credit
- Mezzanine and subordinated debt
- Preferred equity
- Joint-venture equity
- Structured credit
- Refinancing and recapitalization
- Exit financing
MTG does not commit capital, approve credit or provide underwriting commitments.
03
Note Structuring, Issuance Infrastructure & Execution
When a dematerialized and internationally clearable structured note is appropriate, MTG coordinates the transaction architecture, documentation, independent providers, identifiers, custody, settlement and post-closing workstreams required to move the instrument toward institutional execution.
The process may involve an established securitization vehicle, dedicated compartment, qualified counsel, appointed agents, regulated distribution providers and international clearing infrastructure. Every issuance remains subject to applicable law, provider acceptance, investor eligibility, custody approval and transaction-specific due diligence.
MTG is the sponsor's central execution coordinator—not the issuer, lender, counsel, auditor, broker-dealer, placement agent, custodian or clearing system. Each appointed provider remains independently responsible for its function.
One mandate. One execution roadmap. One team holding every workstream together.
Operating Divisions
How the firm is organised.
MTG Capital Solutions
Sponsor-side coordination of debt, equity, refinancing and recapitalization solutions.
MTG Structured Solutions
Private-note architecture, SPV and SPC structures, and institutional issuance-infrastructure coordination.
MTG Strategic Transactions
Deal origination, acquisitions, real estate development opportunities, joint ventures, recapitalizations and special situations.
MTG Principal Ventures
Selective co-sponsor, co-GP and principal participation in transactions where MTG acts for its own account.
01
MTG Capital Solutions
Division
Sponsor-side coordination of debt, equity, refinancing and recapitalization solutions.
02
MTG Structured Solutions
Division
Private-note architecture, SPV and SPC structures, and institutional issuance-infrastructure coordination.
03
MTG Strategic Transactions
Division
Deal origination, acquisitions, real estate development opportunities, joint ventures, recapitalizations and special situations.
04
MTG Principal Ventures
Division
Selective co-sponsor, co-GP and principal participation in transactions where MTG acts for its own account.
01 — Capabilities
MTG Capital Solutions
Sponsor-side coordination of debt, equity, refinancing and recapitalization solutions.
- Sponsor-side capital planning
- Senior and construction financing coordination
- Bridge and acquisition financing
- Private credit
- Mezzanine debt
- Preferred equity
- Joint-venture equity
- Family-office and institutional capital
- Refinancing and recapitalization
- Lender-process coordination
- Financial-model and underwriting coordination
- Data-room preparation
- Due-diligence coordination
- Closing-workstream management
02 — Capabilities
MTG Structured Solutions
Private-note architecture, SPV and SPC structures, and institutional issuance-infrastructure coordination.
- Private notes
- Structured-note programs
- Issuing programs
- Dedicated compartments
- Terms of Issue coordination
- Investment Agreement coordination
- Underlying security documents
- Asset-backed structures
- Real-estate-secured structures
- SPV and SPC transaction architecture
- Global Note infrastructure
- ISIN and CUSIP coordination
- Euroclear, Clearstream and DTC coordination
- U.S. and international offering pathways
- Custody and platform onboarding coordination
- Paying-agent coordination
- Registrar and transfer-agent coordination
- Licensed placement-agent coordination
- Common Code and Swiss Valor coordination
- Global Note and book-entry settlement coordination
- Administrator and corporate-services-provider coordination
- Calculation-agent coordination
- Trustee, security-trustee and collateral-agent coordination
- Custodian, depository and independent-auditor coordination
- Collateral and security-document coordination
- Covenant, reporting and reserve mechanics
- Coupon, principal, corporate-action, redemption and maturity coordination
- Post-closing provider and lifecycle management
- Lifecycle and post-issuance administration
- Cross-border transaction infrastructure
03 — Capabilities
MTG Strategic Transactions
Deal origination, acquisitions, real estate development opportunities, joint ventures, recapitalizations and special situations.
- Deal origination
- Real estate acquisitions
- Ground-up development opportunities
- Real estate joint ventures
- Operating-company opportunities
- Sponsor and developer partnerships
- Recapitalizations
- Asset monetizations
- Special situations
- Cross-border transactions
- Transaction architecture
- Strategic execution-team assembly
04 — Capabilities
MTG Principal Ventures
Selective co-sponsor, co-GP and principal participation in transactions where MTG acts for its own account.
- Co-sponsor participation
- Co-GP participation
- Real estate joint ventures
- Sponsor capitalization
- Transaction development
- Strategic principal participation
- Selective investments for MTG's own account
Administration & Coordination
Family Office Administration & Coordination
MTG provides non-discretionary administrative, organizational and transaction-coordination support to private family offices managing complex, multi-entity and cross-border affairs.
- Entity and document administration
- Coordination with legal, tax and other professional advisers
- Cross-border workstream coordination
- Asset and entity information organization
- Project and transaction tracking
- Reporting coordination
- Implementation follow-up
- Meeting, decision and deliverable tracking
- Coordination among independent service providers
These services do not include investment management, portfolio management, asset allocation, securities recommendations, manager selection, investment-performance advice, trade execution, custody, bank-account authority, legal or tax advice, or fiduciary services.
Administration & Coordination
Operating Company Administration
MTG provides administrative and operational-coordination services to privately held operating businesses, including a merchant-services company under common ownership.
- Merchant-portfolio administration
- Operational reporting coordination
- Processing-data organization
- Provider and vendor coordination
- Contract and document administration
- Residual-report reconciliation
- Issue tracking and escalation
- Management-reporting support
- Implementation and deliverable tracking
MTG does not act as a payment processor, acquiring bank, payment facilitator or custodian of merchant funds, and does not underwrite merchants. Payment-processing services are performed by independent third-party providers.
Transaction Process
Originate → Structure → Assemble → Execute → Close
01
Originate
Identify or develop a compelling opportunity.
02
Structure
Develop the capital stack, ownership framework, financing strategy and exit plan for the sponsor.
03
Assemble
Coordinate the appropriate capital and execution professionals.
04
Execute
Manage underwriting, diligence, documentation and negotiation workstreams.
05
Close
Coordinate the parties and closing requirements through funding.
Network
Independent Execution Network
MTG works with independent capital providers and professional firms selected according to the requirements of each transaction. These parties are not employees, affiliates or agents of MTG unless expressly stated. Their participation is subject to separate engagement, diligence, availability and applicable law.
Organizations in the execution network are independent, transaction-specific counterparties. Names and logos are published only after a role has been verified and public use authorized.
Engagement Structure
Engagement structure.
MTG engagements are individually scoped and documented under a written engagement agreement.
Depending on the mandate, compensation may include fixed project-assessment and engagement fees, milestone-based structuring and execution fees, monthly project-management or transaction-coordination retainers, and continuing administration and coordination fees for documented post-closing or post-issuance services.
Where legally permissible and confirmed by applicable counsel, an ongoing transaction-coordination fee may be calculated by reference to outstanding principal only when it compensates MTG for genuine, documented continuing services. These services may include provider coordination, reporting oversight, covenant-calendar management, issuer and sponsor liaison, corporate-action coordination and lifecycle administration.
MTG's compensation is established under written engagement agreements for the transaction-development, structuring, administration and execution-coordination services it performs. MTG does not act as a broker-dealer or securities placement agent. Securities solicitation, execution and placement activities are performed separately by the appointed registered broker-dealer, authorized placement agent or other appropriately licensed party.
MTG does not receive securities-placement commissions, brokerage commissions, investment-management or performance fees, or undisclosed rebates or commission-sharing payments.
Third-party legal, issuer, banking, audit, agency, trustee, custody, clearing, rating, tax, regulatory and regulated-placement costs are separate unless expressly included in an approved transaction budget or engagement agreement.
Which division does your transaction require?
In our experience the answer is rarely one. Describe the transaction and we will tell you how it should be structured.