Six analytical capabilities, one integrated advisory framework

Behind every engagement is a set of credit capabilities used to prepare companies for rating, lender, creditor and investor assessment — combined into a single advisory framework, structured around the company's specific situation.

01

Potential Rating Outcome

An assessment of where the company's rating could potentially fall, based on applicable rating criteria, comparison with comparable companies and how rating agencies assess corporate credit.

02

Rating Agency Selection

Support in evaluating which rating agency may be most appropriate for the company's industry, financing objectives and target market, considering each agency's criteria and sectoral approaches.

03

Credit Information & Management Meeting Preparation

Preparation of financial projections, credit metrics analysis and the credit information package used in external credit assessment — including presentation structure, anticipated questions and preparation sessions with management.

04

Strategic Credit Impact Assessment

Assessment of how major corporate decisions — acquisitions, large investments, extraordinary dividends, refinancing or material changes in financial policy — may affect the credit profile, available rating headroom and market perception under applicable criteria.

05

Ongoing Rating Surveillance

Continuous support for rated companies that require an ongoing credit perspective — including monitoring of rating headroom and credit metrics, preparation for annual reviews, assessment of strategic decisions and analysis of criteria changes.

06

Communication and engagement with investors and creditors

Support for companies that need to communicate their credit profile to investors, creditors and banks in a clear, disciplined and analytically consistent manner — including credit presentations, anticipation of questions, explanations of relevant financial events and, when the company requires it, direct engagement with these stakeholders on its behalf.

Capabilities may be combined into a broader advisory engagement or structured as focused projects depending on the company's situation. The integration of these capabilities into a coherent advisory framework is what distinguishes a senior practice from a transactional approach.

How we work

Every engagement begins with a clear assessment of the company's objectives, credit context and target audience. From there, NorEste Global defines a tailored scope of work, combining analytical review, information preparation and executive-level guidance.

Project-based advisory

Focused engagements for companies preparing for a rating process, lender presentation, investor communication or a strategic credit decision with a defined deliverable and timeline.

Ongoing advisory

Recurring support for rated companies that require continuous monitoring of rating headroom, criteria changes, annual reviews and strategic decisions with potential credit impact.

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Let's discuss the right framework for your company

Tell us about your company, your credit context and the assessment you are preparing for. We respond to every inquiry personally.

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