We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Acquisition Finance
Acquisition deals miss closing dates for predictable reasons: bank committee timing, legal documentation lag, appraisal delays, equity transfer timing, or lender conditions that cannot be cleared before long-stop date. Bridge debt keeps control of the timeline.
Our role is transaction-led structuring, underwriting, and placement. You can review our process and full service scope before submission.
Buyer has an executable deal, lender process is active, closing date is earlier than final credit approval.
Purchase agreement is in place, but capital stack has a shortfall due to timing or lender holdbacks.
Search funds or sponsor-backed buyers needing interim capital between first close and portfolio refinancing.
Jurisdiction, compliance, or legal timing creates a gap between signing mechanics and financing availability.
Seller requires certainty and speed, while long-term debt providers need additional diligence time.
Equity commitments are real but not available in time for completion milestones.
| Stage | What We Do |
|---|---|
| 1. Intake And Fit Screen | Review LOI or APA, transaction size, close date, collateral quality, and exit route. |
| 2. Indicative Structure | Define tenor, pricing logic, covenants, security package, and conditions precedent. |
| 3. Mandate Activation | Execution starts after written acceptance and initial fee settlement. |
| 4. Underwriting Package | Build lender-facing memo, data room discipline, and diligence sequencing. |
| 5. Risk Scoring And Matching | Proprietary AI and ML used for risk scoring and lender matching. |
| 6. Lender Launch And Close | Targeted routing, negotiation support, legal close coordination, and funding readiness. |
Yes, if the transaction is substantive and timeline pressure is real. Final terms depend on diligence depth and collateral strength.
Short-term, usually aligned to refinance, recapitalization, or sale milestones.
No. We are an advisory and placement desk working with external capital providers.
Minimum requested facility size is generally USD 2,500,000, with stronger coverage above USD 3,000,000.
No. All mandates are best-efforts and subject to underwriting, legal diligence, and lender credit decisions.
Yes, in selected cases where structure, sponsor strength, and repayment pathway are credible.
Submit your live file for feasibility review, structure path, and indicative execution timeline.
Submit Your DealInformational content only. Services are provided on a best-efforts advisory and placement basis. Any financing outcome remains subject to underwriting, KYC and AML, sanctions screening, legal diligence, and third-party approvals.
Financely advises growth-focused businesses on accessing capital by introducing their opportunities to professional investors. Financely is not a securities broker or dealer. Where appropriate, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists.
Financely does not solicit, offer, or accept orders to buy or sell securities and makes no assurance regarding capital-raising outcomes.
Services are strictly business-to-business. Financely does not provide personal finance, consumer credit, or retail advisory services.
Advisory services are reserved for post-revenue companies that recognize the time and resources required for professional underwriting.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
All mandates start with an RFQ. We review submissions, issue a brief Go/No-Go memo, and where bankable, release a Term Sheet that leads to funding. We arrange capital across Senior Secured, Unitranche, Second Lien/Mezzanine, Preferred Equity, and Gap Solutions. We do not process deals by email or chat.
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
Funding arranged for trade flows with instruments sized to your cycle and aligned to delivery and settlement.
Move forward to secure working capital and keep goods moving. Submit the RFQ to start underwriting for funding.
Limited or non-recourse structures for energy and infrastructure with lender-ready materials.
Funding solutions aligned to project cash flows with credible covenants and conditions to reach notice to proceed.
Advance the file to termable status. Submit the RFQ so we can underwrite and secure funding.
Debt and Preferred solutions anchored on cash flow, Quality of Earnings, and clear closing mechanics.
Funding across senior, unitranche, and preferred to match stable cash flows and acquisition timelines.
Get financed on workable terms for closing. Submit the RFQ to start underwriting.
Acquisition, development, bridge, and refinance with lender-ready packs and third-party reports managed.
Funding calibrated to DSCR, leverage, and tenancy with terms designed to close.
Move to a financeable package. Submit the RFQ to initiate underwriting for funding.
KYC and Source of Funds required. Engagements are best-efforts and subject to underwriting. Preference for operating companies with meaningful revenue. See our FAQ and Procedure.
Financely Inc. (“Financely”) provides corporate-finance advice and is wholly owned by Aurora Bay Trust, a trust formed under Bahamian law, together with its authorized affiliates. Depending on deal structure, jurisdiction, and local rules, engagements may be carried out through Financely Group LLC, a non-deposit-taking, non-banking financial company; Ashford Capital Advisory LLC; or another related entity.
Financely and its affiliates are not registered as securities broker-dealers and do not execute securities transactions or hold client funds or securities. When a mandate involves the purchase or sale of securities and a registered intermediary is required, any orders are introduced to and executed by one or more independent U.S. broker-dealers registered with the SEC and FINRA. Those broker-dealers are solely responsible for trade execution, custody, and related regulatory obligations. Nothing in this material constitutes an offer, solicitation, or recommendation to buy or sell any security or to engage in any specific transaction. Before engaging Financely Group LLC, Ashford Capital Advisory LLC, or any affiliate, you are responsible for confirming that such engagement complies with your own legal, regulatory, tax, and other requirements. In the United States, certain advisory activities may be conducted in reliance on exemptions available under the Investment Advisers Act of 1940, including the “foreign private adviser” exemption where applicable. Our services and regulatory status may vary by jurisdiction and by transaction type.
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here to download our brochure. Email
supportdesk@financely-group.com for general enquiries.
