The Head of Treasury had already decided in favor of LeasingPilot –

The Head of Treasury had already decided in favor of LeasingPilot –
but for the presentation to his CFO, he wanted to include additional references...

The following situation has now occurred twice:

We had convinced our contact, the CFO or Head of Treasury, that
🔹lease financing is the ideal complement to group financing, and
🔹that LeasingPilot would receive the exclusive mandate to source lease financing for existing assets and new investments – our proposal and scope of work had met with approval.

Before formally awarding the mandate to LeasingPilot, he wanted to discuss his decision in favor of LeasingPilot with his CFO or shareholder and obtain their sign-off.

Then came the question: "Could you please provide some references? That would complete my presentation. Which companies and PE funds have you worked for?"

👉 LeasingPilot has been active in the market for three years and has successfully completed well over 150 projects in the DACH region
🔹ranging from EUR 200k to 20 million,
🔹for well-known and lesser-known, international and local companies,
🔹from investment grade to senior leverage at >7.0,
🔹with bilateral, syndicated, unitranche, or bond financing,
🔹with large, internationally recognized as well as smaller PE funds, or entrepreneurs and families as shareholders,
🔹for standard and, in some cases, highly specialized assets.
And for some time now, we have also been handling smaller financing transactions.

We are simply not yet well enough known... which is why the question about references is entirely understandable.

The challenge: we work with our clients strictly on a confidential basis!

In both cases, we were able to convince three satisfied clients each to allow us to name them as references, and in one case they described their experience working with LeasingPilot to the new client over the phone – which is how we secured the mandate.

👉 Going forward, we have made it a priority to invest more in marketing and to publish information about the companies and PE funds we work for – provided our clients give their consent.

👉 How are you as a consultant prepared for this situation?
Do you have reference clients ready?
Do you post every deal on LinkedIn?

Let's talk – or send me a direct message!


#Treasury #CFO #LBO #PrivateEquity #ValueCreation