Trade Finance Advisory Services

Crownstone Financial provides advisory and execution support across a range of global trade finance activities. Our services are designed for corporate and institutional clients seeking disciplined, well-structured solutions aligned with their operational objectives, risk considerations, and long-term financial strategy.

Each engagement is approached with comprehensive due diligence, clear communication, and a focus on responsible execution.

We provide strategic trade finance advisory to clients engaged in domestic and cross-border commercial activity. Our advisory services are tailored to each client’s objectives and informed by transaction structure, counterparty considerations, and prevailing market conditions.

Our work may include:

• Evaluation of trade finance structures and alternatives

• Advisory support for complex or non-standard transactions

• Strategic guidance aligned with client objectives and risk tolerance

• Support throughout the transaction lifecycle, from initial assessment to execution

Crownstone Financial assists clients in evaluating and monetizing eligible financial instruments, subject to comprehensive due diligence and prevailing market conditions.†

This service may include:

• Preliminary assessment of instrument eligibility

• Structuring support aligned with market standards and risk parameters

• Coordination with trusted counterparties and platforms

• Guidance on loan-to-value (LTV) considerations and transaction mechanics

All monetization activities are subject to eligibility requirements, counterparty acceptance, and applicable legal and regulatory frameworks.

Crownstone Financial provides advisory support to clients seeking to acquire qualifying financial instruments as part of broader trade finance, liquidity, or balance sheet strategies.† Our role is to assist clients in navigating acquisition opportunities responsibly, with a focus on structure, pricing considerations, and alignment with intended use.

This service may include:

• Advisory support in identifying appropriate acquisition opportunities

• Guidance on transaction structure and commercial considerations

• Assistance in evaluating pricing dynamics and market conditions

• Coordination with experienced counterparties and intermediaries, where appropriate

• Support in negotiating terms consistent with market standards and risk parameters

All acquisition-related engagements are subject to instrument eligibility, counterparty acceptance, due diligence, and applicable legal and regulatory requirements. Crownstone Financial does not act as a principal, seller, or guarantor in such transactions.

We provide advisory support related to structured private placement programs through established platforms and experienced market participants, where appropriate and subject to qualification.†

Our involvement may include:

• Preliminary suitability and eligibility assessment

• Advisory support regarding structure, duration, and risk considerations

• Coordination with trusted partners and platform participants

• Ongoing advisory support throughout the engagement period

Crownstone Financial does not promote speculative activity and does not guarantee outcomes. Participation in private placement programs is subject to strict eligibility criteria, due diligence, and prevailing market conditions.†

For clients seeking continued access to expertise and market insight, Crownstone Financial offers retainer-based advisory arrangements.

This service is suited to clients who require:

• Ongoing strategic guidance

• Periodic transaction review and structuring support

• Access to evolving market perspectives

• A long-term advisory relationship built on trust and alignment

Retainer arrangements may be structured on an annual or biennial basis, depending on client needs and scope of engagement.

Every engagement follows a disciplined and structured approach:

1. Initial Assessment

Understanding client objectives, constraints, and risk considerations.

2. Analysis & Structuring

Evaluating available options and identifying appropriate solutions.

3. Due Diligence

Assessing eligibility, counterparties, and market conditions.

4. Execution Support

Coordinating with relevant parties to support responsible implementation.

5. Ongoing Review

Monitoring progress and adapting strategy as needed.

All advisory engagements are preceded by an Initial Trade Finance Advisory Consultation.