Equity Capital Raising Services & Structuring Advisory For M&A Sponsors

Equity Capital Raising Services & Structuring Advisory For M&A Sponsors

Equity Capital Raising Services & Structuring Advisory For M&A Sponsors

Bottom line: we help sponsors close. You bring a real target, clean numbers, and skin in the game. We package the file, run a focused investor process, negotiate terms, and lock a structure that clears diligence. No fairy tales, no fluff.
Typical Equity Tickets
  • USD 2–10m minority equity
  • USD 10–40m control deals
  • Co-invest sidecars as needed
Structures We Arrange
  • Common or preferred equity
  • Preferred with PIK/cash pay
  • Seller rollover and notes
  • Mezz with warrants
Where We Play
  • Industrial & business services
  • Healthcare & TMT
  • Consumer & niche manufacturing

Check Equity Route, Structure Fit, And Fees

Answer a few questions. We estimate structure options, likely investor pockets, and an advisory fee band. You will also see the document list to get moving.

Step 1 of 16

What We Do

We prepare a bankable and investor-ready file, then run a tight outreach to the right check writers. That means a straight story, clear use of proceeds, unit economics that stand up to questions, and a structure that keeps the cap table clean. We quarterback negotiations on economics and control so the closing set is realistic and paperable.

Packaging & Materials
  • Teaser and investor deck
  • Financial model with sensitivities
  • Deal memo and term sheet scaffolding
  • Data room checklist and QA flow
Investor Process
  • Targeted list: funds, family offices, strategics
  • Warm reach-outs and meeting calendar
  • Offer comparison and negotiation
  • Exclusivity and confirmatory diligence
Structuring & Terms
  • Preferred terms, waterfalls, and PIK/cash mix
  • Seller rollover and earn-out maps
  • Board, veto, and information rights
  • Intercreditor and covenants with lenders

Structure Options & When They Fit

Structure When To Use
Minority Preferred Equity Sponsor wants control and downside protection for investors. Useful where debt capacity is tight but cash flows are steady.
Preferred + Warrants Bridges value gap with some upside. Works when valuation standoff exists and growth plan is credible.
Mezzanine With Warrants Reduces equity check and keeps cap table tighter. Often paired with senior debt and seller rollover.
Seller Rollover + Earn-out Aligns with exiting owner and defers part of price. Works in founder-led companies with continuity needs.
Control Buyout Equity For larger checks where sponsor seeks full control. Requires clean governance and lender-friendly covenants.

How The Raise Runs

  1. Intake. Target company, LOI status, numbers, leverage, and timing.
  2. Materials. Model, deck, memo, and clean data room.
  3. Outreach. Shortlist by sector, check size, and risk profile.
  4. Terming. Economics, rights, governance, and covenants negotiated.
  5. Confirmatory. Accounting, legal, commercial, and tech workstreams closed out.
  6. Closing. Equity docs signed, funds disbursed, post-close reporting set.

What You Receive

  • Investor pack: deck, model, memo, KPI schedule
  • Investor list with contact record and pipeline view
  • Term sheet comparison and redline support
  • Structure memo: cap table, waterfalls, covenants
  • Weekly status and issue log until close
Non-negotiables: no pump decks, no fake projections, no round trips. If GP commit is zero and the ask is large, expect a pass or a very tough structure. We will tell you fast if the file is not ready.

Client Feedback

★★★★★

They reshaped our earn-out and preferred stack so lenders and the equity fund could both sign off. Closed on time.

Managing Partner, Lower Mid-Market Sponsor
★★★★★

Tight process. Real buyers only. Two competing term sheets inside three weeks.

CEO, Buy-and-Build Platform
★★★★★

Clean materials, honest feedback. They cut noise and kept the deal moving.

CFO, Industrial Carve-out

FAQ

What drives equity terms
Earnings quality, growth path, leverage, sector risk, size of check, and GP commit. Cleaner data rooms and sensible covenants win better terms.
How much GP commit is expected
Case by case. Expect 2–10% of the equity in most sponsor deals. Zero is a hard sell unless there is a powerful story and rollover alignment.
Do you guarantee a raise
No. We run a best-efforts process and tell you fast if the market feedback is negative. If terms are off, we adjust structure or pass.
What fees should we expect
Advisory retainer, success fees on funded equity, and legal costs. Our fee letter sets it out before outreach. No surprises.

Ready To Raise Sponsor Equity

Share the target, EBITDA, EV, leverage plan, and your GP commit. We will propose structure, investor pockets, and next steps.

Request A Term Sheet

Corporate services only. Nothing here is a commitment to invest or arrange debt. All services are subject to KYC, AML, sanctions, and investor approvals.

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.

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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.

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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.