We were referred to Derivative Logic, Inc. by our bank when we were exploring a SWAP financing structure. Since we had never used a SWAP structure, we needed a trusted advisor to guide us and provide clear education on how the process worked.
Jim served as our advisor and ensured we fully understood each step before making decisions. He took the time to explain the background, mechanics, and implications of the SWAP structure so we could move forward with confidence. His commitment to education gave us clarity and peace of mind.
What stood out most was his accessibility and support. The conversation never stopped. He welcomed questions, revisited concepts as often as needed, and was consistently responsive and available. That level of engagement made a complex process feel manageable.
As a result, we successfully closed on our financing with a SWAP agreement that we feel confident about. The guidance from Derivative Logic, Inc. made all the difference.
