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 Case Study
A sponsor-led buyer in the U.S. Midwest signed an LOI to acquire a profitable industrial services company. The senior lender supported the transaction but would not cover the full purchase price and closing uses. The sponsor needed a fast, bankable gap solution to avoid losing exclusivity.
Financely arranged the senior debt track and structured the mezzanine portion to close the funding gap.
The final stack aligned lender security, sponsor equity, and cash-flow coverage so the acquisition could close on schedule.
| Item | Case Facts |
|---|---|
| Buyer Type | Independent sponsor-led acquisition vehicle |
| Target Sector | Industrial services |
| Main Constraint | Senior debt proceeds below total closing requirement |
| Solution | Senior debt plus mezzanine layer to cover the acquisition gap |
| Execution Priority | Close within exclusivity timeline with coherent intercreditor structure |
Reframed the credit case around stable cash generation, customer concentration controls, and covenant headroom.
Sized the subordinated tranche to fill the shortfall without overloading base-case debt service.
Coordinated terms across lenders so pricing, amortization, and restrictions worked together at close.
Ran condition tracking across counsel, sponsor, and lenders to keep signing and funding dates intact.
The client secured both debt layers and closed the acquisition within the planned window. The sponsor preserved deal economics, avoided equity over-dilution, and entered post-close operations with a clear repayment framework.
“We had a quality target and a clear timeline, but our senior debt alone did not bridge the full purchase requirement. Financely structured the missing mezzanine layer and managed the full debt process with discipline.
Their team was direct, organized, and commercially grounded. We always knew what needed to be produced, what could be negotiated, and what had to be locked. That clarity is what got us to close.”
Managing Partner, Sponsor Acquisition Vehicle
Open your file on our platform and get a structured route for senior debt, mezzanine sizing, and closing execution.
Start Closing ProcedureFinancely is a transaction-led capital advisory desk focused on closeable structures, lender-fit routing, and controlled execution.
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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supportdesk@financely-group.com for general enquiries.
