This service is for buyers with a live business acquisition and a funding shortfall. You already have an LOI or purchase agreement, lender interest or a draft term sheet, and you have put real money into diligence. The missing piece is equity, mezzanine, or a blend that makes the structure acceptable to both the bank and the seller.
The goal is simple: fix the capital stack on your current acquisition so it can close, on clear commercial terms, without months of vague conversations. Pricing, scope, and process are set out on this page. If it fits, you engage, pay, and move. If not, you walk away and do not waste time.
Equity gap and deal funding support for business acquisitions from roughly USD 5m to 50m enterprise value. Engagement fees from USD 19,500, plus a success fee on new capital raised under the mandate. Bank transfer only. No free “look at this” calls and no success-only arrangements.
Who This Service Is For
Buyers We Work With
Search funds, independent sponsors, small private equity firms, and strategic buyers.
Enterprise value between roughly USD 5m and 50m with stable, verifiable cash flow.
Signed LOI or draft purchase agreement with realistic terms and a clear purchase price.
Lender interest already present: a bank, SBA lender, or private credit fund engaged.
Due diligence in motion and buyer equity committed or being assembled in a serious way.
Buyers We Decline
People browsing listings with no signed LOI, no diligence, and no capital at risk.
Requests for “no money down” or 100 percent external funding.
Deals where the buyer refuses to pay any retainer or wants to negotiate it away.
Situations where information is incomplete, inconsistent, or multiple parties conflict.
Anyone expecting weekly hand-holding calls instead of a focused mandate on a live deal.
What You Get When You Pay The Engagement Fee
Once the engagement fee hits the account, the acquisition is treated as a live file. The work is targeted at one specific deal and is built to answer one question: what is the cleanest way to plug the gap and get this transaction funded or rejected quickly.
Review of LOI or purchase agreement, financial statements, CIM, lender emails, and buyer profile.
Capital stack analysis showing current and proposed layers: senior debt, seller notes, mezzanine, and equity.
A realistic structure for the gap, with ranges for pricing and terms that reflect market practice, not wishful thinking.
A concise deal pack that credit and investment committees can digest without chasing missing pieces.
Approach to a defined list of lenders and investors who actually fund sponsor-backed acquisitions in your size range.
Support through indicative terms and term sheet stage so the structure stays aligned with the agreed plan.
The file either progresses to funded terms or exposes structural problems that kill it. Both outcomes are better than drifting without a clear answer.
Pricing, Mandate Terms, And Deal Profile
Pricing is set to match the work involved in underwriting and positioning a single live acquisition. These are not teaser numbers. If the economics do not work for you, do not engage.
Enterprise value range:
roughly USD 5m to 50m per target company.
Engagement fee:
from USD 19,500 for acquisitions up to USD 15m EV; USD 25,000 to 35,000 for deals up to USD 50m EV.
Success fee:
2 to 3 percent on new capital arranged through this mandate (equity, mezzanine, seller note increases, or blended structures).
Payment method:
bank transfer only. Invoice and wiring instructions are provided once you confirm the mandate.
Refunds:
when analysis and structuring begin, the fee is fully earned and not refundable.
This service is built for one acquisition per mandate. Multiple deals require separate mandates. Financely acts as an arranger through regulated partners and does not commit its own balance sheet.
Start Your Business Acquisition Gap Funding Mandate
If you have a live acquisition with a clear funding gap and want a straight mandate to fix the structure and test real appetite, you can proceed on the terms set out above. No calls to “see if it’s a fit.” Either the page fits your situation and budget or it does not.
Can you help before I have a signed LOI or draft purchase agreement›
No. This service is for live acquisitions only. If you are still at the “looking at deals” stage, the inputs are too vague and any work done will be wasted. Come back when you have a signed LOI or negotiated terms with the seller and some diligence underway.
Can the engagement fee be made contingent on closing or refunded if the deal fails›
No. The engagement fee pays for underwriting, structuring, and running a focused process. That work is real whether the deal closes or not. If contingent or success-only models are your priority, this mandate is not the right product for you.
Do you arrange SBA loans or bank debt without any upfront fee›
No. This service is not a free SBA packaging line or broker desk. Bank and private credit relationships may be part of the solution, but the work to structure and prepare the deal is paid for by the engagement fee set out on this page.
What if my acquisition is larger than the ranges described here›
If your deal is materially above the ranges given, the mandate may need different economics and a tailored process. In that case this standard page is not the right entry point. You should only proceed here if your transaction sits inside the EV ranges and gap profile described.
Can you work through an intermediary or only with the direct buyer›
The mandate must be signed by the buyer that is actually acquiring the company, and fees are paid from their side. Intermediaries can be involved, but this service does not add extra commission layers on top of the pricing set out here.
Disclaimer: This page describes a paid mandate service for business acquisition equity gap and deal funding. It is not an offer of securities, not a public solicitation, and not a commitment to provide financing. Any funding outcome depends on lender and investor approvals, KYC, AML, sanctions checks, legal documentation, and available capacity. Financely operates as an arranger through regulated partners and does not act as a bank, broker dealer or fund manager.
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using oursecure intake form, and receive a quotewithin 1-3 business days. Existing clients can connect with theirrelationship managerthrough oursecure web portal.
All submissions arepromptly reviewed, and all communications are conducted through the intake form or the client portal for a seamless and secure process.
Thank you for considering working with us. A nominal fee of US$500
is required upon completion of each form. This fee covers the time and effort we invest in reviewing
your submission and crafting a thorough proposal. We receive numerous inquiries and prioritize those
that carry this fee, ensuring serious applicants receive prompt attention.
Trade Finance
Tap into solutions like letters of credit, bank guarantees, and payment facilitation. We address
the challenge of global transaction risk through structured strategies that foster cross-border
growth. Complete the form to unlock streamlined funding aligned with your commercial objectives.
Access non-recourse funding for infrastructure, renewable energy, or other capital-intensive
ventures. We mitigate capital constraints by isolating project assets and focusing on risk
management. Provide your details to receive a structure that drives growth and maximizes returns.
Secure financing for business or real estate acquisitions. We ease transaction hurdles by
reviewing cash flow, synergy opportunities, and exit plans. Complete the form for a customized
proposal that supports your strategic investment objectives.
Financely assists banks facing Basel III pressures by distributing trade finance deals and
providing collateral for letters of credit. We reduce capital burdens while preserving client
relationships and fostering service expansion. Submit your request to optimize your trade finance
offerings.
Once we receive your submission, our team will review your information to determine feasibility. If
eligible, you will receive a proposal or term sheet within 1–3 business days. Visit our FAQ
and Procedure
pages for more information.
Disclaimer:
Financely provides financing based on due diligence and feasibility.
Approval is not guaranteed, and past performance does not predict future outcomes. All terms are
subject to review. Financely primarily assists with structuring and distribution. Qualified parties
carry out the project if the client approves the proposal.
Still Have Questions? Schedule a Consultation
If you still have questions after visiting ourFAQandProcedurepages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.
Important Resources
Popular Services
About Financely
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.
Request a Term Sheet
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.
Trade Finance
Letters of Credit, Standby LCs, Confirmations, Receivables Finance, and Inventory Lines with control.
LCs and Confirmations
SBLC and Guarantees
AR/AP and Supply Chain
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.
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.Clickhereto download our brochure.