logoBILLION FINANCIAL

Reduce Bank Fees, Merchant Fees, FX Fees and Financing

Unbundling Complexity to Generate Significant Savings

Billion Financial

Billion Financial helps companies reduce millions of dollars of treasury fees related to cash management, merchant cards and FX as well as helps companies raise financing at optimal terms and competitive pricing.

We have collected fee data over 30 years and our technology engine is powered to identify discrepancies resulting in millions of dollars of savings for our clients. We take over mundane and complex fee management processes enabling our Clients to focus on their areas of priority while constantly looking to generate savings and keeping an eye out for inconsistencies. Our Clients pay the most optimal price for the services they actually need. Our team has experience of generating over $400 million fee savings for companies over 30 years.

Founders

Cash Management Fees

Bank Fees or Cash Management fees have become increasingly

Merchant Fees

It can be almost impossible to run a business without taking credit or debit cards.

Foreign Exchange Fees

While some large companies monitor large flows

Debt Advisory

The Debt Advisory team at Billion Financial has a time-tested record of advising our corporate clients

Rohin Unwalla

Managing Director & CEO

Mike Stanchina

Managing Director

Services

Cost Reduction

Cash Management Fees

Bank Fees or Cash Management fees have become increasingly

Merchant Fees

It can be almost impossible to run a business without taking credit or debit cards.

Foreign Exchange Fees

While some large companies monitor large flows

Debt Advisory

The Debt Advisory team at Billion Financial has a time-tested record of advising our corporate clients

Cash Management Fees

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Merchant Fees

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Foreign Exchange Fees

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Financing

Debt Advisory

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Our Value

Fast Execution

Cost Savings:1-3 months Debt Advisory:1-2 months Our tried and tested process helps you save significant time & money

Market Data

We have access to the latest market datagiving you access to the most recent pricing levels for optimum negotiation

Competitive Process

Our competitive process drives cost reduction and provides an optimum capital structure creates significant shareholder value

Relationships

We have relationships with over 200 banks, vendors and non-traditional lenders to ensure the best outcome

Proven Expertise

We have combined experience of having generated over $500mm of cost savings as well as raising $35bn of financing over 85 years of combined experience

The Billion Financial Difference

White Glove Service with Superior Client Experience

Key
Differentiators

Our Value-Add

We have designed our services keeping our clients’ best interests in mind around Resource Quality, Savings Maximization, Outsourcing Timing Aligned Interests and Commitment

  • Experienced Negotiators equipped with detailed Analytics

    Our Negotiators have over 30 years experience analyzing fee statements with over 1000 negotiations significantly maximize your savings rate

  • High Savings Rate

    Our average savings rate is  27% and minimum 20-40% of savings come from efficiencies alone

  • Transparent Savings Rate

    We always provide a range of savings that we can potentially target to ensure you have visibility before committing to the project.

  • Ongoing Monitoring & Management

    Our services come with minimum 3 year monitoring and we take continuous corrective action in case of any discrepancies leaving you time to focus on other areas

  • Short Engagement Timeline

    We take 1-3 months to complete the engagement to enable you to generate savings much faster

  • 100% Success Based business model

    We get paid only once savings are realized and confirmed  by you

  • No commitment

    You can pull out of the project anytime

Contact Us

Get In Touch

    Rohin Unwalla
    Managing Director & CEO
    • Rohin Unwalla brings over 17 years of debt capital markets and corporate banking experience to the firm as well as 7 years of Consulting experience
    • For the past few years, he has extensively advised Fortune 1000 companies on cash management fees, financing and merchant card fee optimizations. He has advised over 100 Fortune 1000 companies during his tenor generating over $200mn of savings
    • Rohin also worked as a coverage banker with Deutsche Bank & Citi executing over $10bn of debt capital market transactions across mid-markets and large corporations
    • Rohin is an MBA in Finance from NMIMS Mumbai and has a Bachelors in Accounting from NM College of Commerce & Economics. Rohin is based out of New York
    • You can contact Rohin at rohin@billion-financial.com
    Mike Stanchina
    Managing Director
    • Mike Stanchina brings over 10 years of bulge bracket investment banking experience to the firm as well as 6 years of commercial banking experience. Throughout his career Mike has executed over $50 billion of M&A and capital markets transactions as an industrials focused investment banker as well as numerous high yield bonds and leveraged loans. During his career on Wall Street, Mike worked at Bank of America Securities, Merrill Lynch & Co. and Deutsche Bank creating shareholder value for his clients across a variety of industries including chemicals (specialty and commodity), diversified industrials, homebuilding, building products, transportation, equipment rental, and distribution
    • Prior to his banking career, Mike worked as an engineer in the private sector from 2000 to 2004. From 1993 to 2000, he served in the U.S. Navy as a Nuclear Submarine Officer
    • Mike graduated cum laude from Clemson University in 1993 with a Bachelor of Science in Ceramic Engineering and graduated cum laude from NYU’s Stern School of Business with an MBA in 2004. Mike resides in South Tampa with his family
    • You can contact Mike at mike@billion-financial.com
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