Improved Financial Metrics

Optimize your balance sheet through supply chain finance structures that enhance liquidity while preserving or improving critical financial ratios. Understand how off-balance sheet solutions can maintain debt-to-equity metrics, preserve borrowing capacity, and create stakeholder value across rating agencies, investors, and board directors.

Improved Financial Metrics

The Balance Sheet Optimization Challenge

Traditional debt financing impacts key financial ratios that stakeholders, rating agencies, and lenders monitor closely. Supply chain finance offers structured solutions that enhance liquidity while preserving or improving critical financial metrics.

Off-Balance Sheet Advantages

SCF structures can provide significant funding without impacting debt-to-equity ratios, interest coverage metrics, or borrowing covenant compliance—delivering capital efficiency that traditional loans cannot match.

Key Metric Improvements:

  • Debt-to-Equity Ratios: Maintain or improve leverage metrics through off-balance sheet structuring

  • Return on Assets: Optimize asset utilization by converting idle receivables into productive capital

  • Cash Conversion Cycle: Dramatically reduce days of working capital tied up in operations

  • Interest Coverage: Preserve borrowing capacity for strategic initiatives

Advanced Structuring Benefits:

  • True Sale Accounting: Structure transactions that qualify for off-balance sheet treatment

  • Covenant Preservation: Maintain existing credit facility covenants while accessing additional liquidity

  • Rating Agency Favorable: Achieve structures that rating agencies view positively

  • Investor Relations Advantage: Present stronger financial metrics to equity and debt investors

Quantified Results

A $1 billion+ industrial client achieved:

  • Preserved borrowing headroom during major M&A activity

  • Maintained investment-grade credit rating

  • Released $85 million in liquidity without balance sheet impact

  • Improved working capital turnover by 35%

The Financial Engineering Edge

Sophisticated CFOs recognize that how you finance matters as much as what you finance. SCF provides the financial engineering tools to optimize both liquidity and financial presentation simultaneously.

Stakeholder Benefits:

  • Rating Agencies: Improved credit metrics and diversified funding sources

  • Equity Investors: Enhanced return on assets and reduced financial risk

  • Debt Providers: Maintained covenant compliance and reduced concentration risk

  • Board Directors: Strategic financial flexibility without compromising fiscal discipline