Equipment Leasing And Finance Matchmaker Services or Freight And Logistics Brokerage Services

Equipment Leasing And Finance Matchmaker Services | Construction, Medical, Manufacturing, Energy

Equipment Leasing And Finance Matchmaker Services

We secure competitive leases and asset backed loans for construction, medical, manufacturing, and energy equipment. You get a lender grade file, a clear auction to term sheets, and one team to push legal and collateral to first funding. No em dashes are used in this document.

Snapshot: New or used equipment from 500,000 to 50,000,000 USD. Operating leases, finance leases, sale leasebacks, and asset backed term loans. Collateral includes yellow iron, fleets, CNC, medical imaging, packaging lines, distributed energy assets, and data center kit.

Table Of Contents

  1. What We Deliver
  2. Lease And Loan Structures
  3. Pricing Ranges And Fees
  4. Underwriting Standards
  5. Process And Timeline
  6. Data Room Checklist
  7. Mistakes That Kill Deals
  8. Request A Lease Or Loan
  9. FAQ

What We Deliver

A complete credit pack, competitive term sheets, and a path to funding that holds up in legal. We size tenor and residuals to match asset life and cash flow, set covenants you can keep, and coordinate appraisals, filings, and insurance. We manage the calendar so equipment ships or is released on time.

Lease And Loan Structures

Structure Best For Tenor Key Notes
Operating Lease Assets with strong residual value or rapid tech change 36 to 84 months Lower payments, FMV purchase options, mileage or usage caps
Finance Lease Assets you expect to own long term 36 to 96 months Fixed purchase price or nominal buyout at end
Sale Leaseback Unlock cash from owned equipment 24 to 84 months Independent appraisal, LTV sets proceeds
Asset Backed Term Loan Mixed fleets or multi asset pools 24 to 60 months Blanket lien, amortization matches asset life

Pricing Ranges And Fees

Pricing tracks asset class, LTV, credit strength, and jurisdiction. Expect market ranges. We do not promise teaser rates.

Item Typical Range Notes
Rate SOFR plus 300 to 900 bps or fixed 8 to 16 percent Lower for strong credits and low LTV
Advance Rate 60 to 85 percent of appraised value or invoice Higher for liquid assets with strong resale
Upfront Fees 1 to 3 percent to lenders, plus third party costs Appraisals, filings, and insurance billed at cost

Our Fees

Fee Amount Notes
Retainer USD 20,000 to 59,500 non refundable at mandate Covers underwriting memo, lender pack, auction
Success Fee 2.5 percent of funded amount Due at first funding or instrument issuance
Monthly Management USD 5,000 to 15,000 optional For portfolio reporting and covenant tracking

Underwriting Standards

Decisions clear when asset value, cash flow, and control line up. We build a cash flow that works at stress and a security stack the lender can enforce.

Area What Lenders Look For Typical Tests
Asset Value Independent appraisal and resale market depth LTV limits, remarketing assumptions
Cash Flow DSCR and payback inside useful life Base and downside cases, sensitivity table
Security Perfection steps and control of proceeds Filings, blocked accounts, insurance endorsements
Covenants Simple rules the borrower can keep Leverage caps, interest cover, reporting calendar

Process And Timeline

Week What Happens
Week 1 KYC, mandate signed, equipment list locked, data room opened, underwriting memo drafted
Week 2 Auction to lenders through regulated partners, Q and A window, soft terms collected
Week 3 Best and final, select preferred lender, heads of terms signed, appraisals ordered
Week 4 Docs, filings, insurance, CP list agreed, closing scheduled

Three to five weeks to first funding is common when files are complete and appraisals move fast.

Data Room Checklist

Company KYC and group chart. Last three years financials and year to date management accounts. Equipment list with serials and invoices or quotes. Appraisals if available. Insurance policies. Existing debt schedule. Cash flow model and source of repayment. Jurisdictions, tax, and lien history. Proposed covenants and reporting readiness.

Mistakes That Kill Deals

  • Unclear title or liens not released before closing.
  • Cash flow models that only work at perfect uptime.
  • Insurance without lender loss payee endorsements.
  • Complex covenants that the borrower cannot report against.
  • Late appraisals or missing serial numbers.

Request A Lease Or Loan

Send your equipment list and financials. We will underwrite and run a fast auction to a firm term sheet.

Contact Us

FAQ

What ticket sizes do you target
From 500,000 to 50,000,000 USD. Larger programs can be syndicated.
Do you arrange vendor programs
Yes. We set simple terms and fast approvals so dealers can move inventory without waiting on bank lines.
Can you refinance existing equipment
Yes. Sale leasebacks and term loans can improve liquidity if appraised values support the ask.
Do you work with captives and banks
Yes. We run parallel options and let you pick the best total cost and covenant set.

We structure, underwrite, and distribute through regulated partners. We are not a broker dealer and do not issue securities. Nothing here is a commitment to lend. All transactions are subject to KYC, AML, sanctions screening, verification of materials, third party approvals, and market conditions.

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.

Express Application Submit Your Deal
Request a Proposal
Request a Proposal / Submit a Deal

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 Request

Project 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 Request

Acquisitions

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 Request

For 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 Request

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 our FAQ and Procedure pages, we invite you to book a paid consultation for personalized guidance. A $250 USD fee applies per session.