SAGE Automation
Services Provided
Banking & Finance Consultancy
Project Overview
After a decade with the previous bank and a need to increase and consolidate its banking and finance arrangements, SAGE originally sought a full multi-bank tender. This was subsequently reduced to seeking the right banking and finance partner and approaching them directly.
Industry: Industrial Automation & Electrical Services
The Challenge
SAGE has large and complex requirements. Having completed a Request For Proposal document two years earlier, SAGE engaged Glengyle Finance to assess and analyse the response from their chosen bank and provide expert advice in that regard.
The Solution
SAGE has successfully refinanced and is very happy with their new relationship.
Testimonial
“SAGE has enjoyed a decade-long partnership with Craig, who played a pivotal role in our refinancing journey with Bendigo Bank back in 2014. Now, as the founder of his own debt advisory business, Glengyle Finance, Craig remains a trusted advisor to SAGE.
When SAGE contemplated a comprehensive banking review and tender in 2022, we turned to Glengyle Finance without hesitation. Craig’s meticulous and extensive work was done to a remarkably high standard. Although we didn’t proceed with a tender to market, the insights gained informed our decision to consolidate our entire banking relationship in 2024.
Glengyle Finance diligently analysed the new bank’s offer, providing SAGE with the confidence to move forward. Craig’s expertise as an experienced banking and finance professional makes him a pleasure to collaborate with. We wholeheartedly recommend his services to fellow businesses.”
Dion Draper, Chief Financial Officer