Capital Stack Preferred Equity Gap Fill for Business Acquisitions
Capital Stack Preferred Equity Gap Fill For Business Acquisitions
- Control buyouts with light GP commit
- Roll-ups and add-ons with tight timing
- Carve-outs needing extra cushion
- USD 3m to 50m typical
- Pay 10 to 14 with PIK or cash mix
- Participation or warrants by case
- Sponsor control targeted
- Standard board and veto set
- Performance triggers and cash sweeps
What We Do
We build an investor file that stands up in meetings. Model is tight, sensitivities are clear, lenders align on covenants, and the preferred stack is paperable. We run outreach to funds and family offices that write this check and negotiate clean documents.
- Preferred equity with PIK or cash pay
- Preferred plus warrants for alignment
- HoldCo preferred to protect control
- Debt maxed at leverage limits
- Valuation gap with seller
- Earn-out support and buffer capital
- Earnings quality and QoE path
- Debt service and covenants
- Integration and roll-up plan
Process
- Intake. LOI or SPA status, sources and uses, lender terms, KPIs.
- Materials. Deck, model with sensitivities, deal memo, data room.
- Outreach. Target investors by sector, ticket, and rights posture.
- Terming. Pay, prefs, participation or warrants, governance.
- Closing. Docs signed, funds wired, post close reporting set.
What You Receive
- Investor list and meeting calendar
- Term sheet comparison and redlines
- Structure memo and cap table waterfalls
- Weekly status until funds are in
Short On Equity For Close
Share EBITDA, EV, sources and uses, lender terms, and your GP commit. We will propose investor pockets and fees.
Request A Term SheetCorporate services only. No commitment to invest. All services depend on KYC, AML, sanctions, investor approvals, and lender consent.
Get Started With Us
Submit Your Deal & Receive a Proposal Within 1-3 Working Days
Submit your deal using our secure intake form, and receive a quote within 1-3 business days. Existing clients can connect with their relationship manager through our secure web portal.
All submissions are
promptly 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.
Submit a RequestProject Finance
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.
Submit a RequestAcquisitions
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.
Submit a RequestFor Banks
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.
Submit a RequestOnce 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.
