Debt Placement Agent Services for SMEs
Debt Placement Services for SMEs
Capital Advisory and Investor Outreach for Private Debt
Financely acts as a debt placement agent for SMEs and mid-market sponsors seeking private credit. We work with serious borrowers who need structure, compliance, and investor access—not guesswork. Our role is to prepare your deal, filter your options, and get it in front of the right capital providers. Whether you need mezzanine financing, working capital, or asset-backed credit, we guide your raise from start to close.
What We Do
- Structuring: Financial modeling, term sheet prep, and use-of-funds documentation
- Compliance: Regulatory screening, disclaimers, and investor-facing materials aligned with applicable laws
- Investor Access: Direct introductions to vetted lenders including credit funds, family offices, and private banks
- Transaction Support: Call hosting, Q&A handling, and process coordination through mandate and term sheet signing
Typical Engagement Scope
- Ticket size: USD 1 million to 50 million+
- Borrower type: Revenue-generating SMEs or sponsor-backed ventures
- Use cases: Growth capital, refinancing, trade finance, project debt, and bridge loans
- Geography: U.S., UK, EU, UAE, Singapore, and select African and Asian markets
Who This Is For
- Companies with existing operations and defined funding needs
- Sponsors or CFOs looking to secure non-dilutive capital
- Borrowers who have already been turned down by traditional banks
- Teams who are ready to work with real lenders, not “soft” promises
Why Financely
- Real lender network—private credit desks, boutique lenders, and direct investors
- Legal and regulatory fluency—we help you stay compliant across jurisdictions
- No mass email blasts—we position your deal strategically, not desperately
- Ongoing feedback—we update you on real investor sentiment and obstacles
Need to raise debt but don’t know where to start? Let us review your situation and provide a clear path forward.
Book a ConsultationFAQ
- Do you guarantee funding?
No. We arrange introductions and guide the process, but all funding is subject to lender underwriting and approval. - How long does it take?
For prepared borrowers, term sheet discussions often begin within 2–3 weeks. Total timelines vary by deal complexity. - Who pays your fees?
The client. We charge a retainer plus success fee based on funds raised. Fee structure is detailed in the engagement letter. - Can you arrange equity too?
Yes, but our core focus is private credit. Equity mandates are accepted on a case-by-case basis. - What documents do I need?
Company financials, business plan or deck, debt request summary, and basic KYC documentation.
Required Documents
- Past 2 years of audited or management financials
- Investor-facing business overview (deck or memo)
- Details of debt requested (amount, term, use of funds)
- Corporate registration and KYC documents
Financely Group acts as an independent placement agent and capital advisory firm. We are not a direct lender, and we do not hold client funds. All engagements are subject to due diligence, documentation review, and a signed mandate agreement. Financely does not guarantee the success of any capital raise. All investors must meet legal and regulatory requirements in their jurisdiction.
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.
