Financely helps HVAC buyers close full capital stacks, not just collect soft quotes. We introduce you to lenders and investors who can fund both the senior and junior tranches, so the purchase price, working capital and capex sit inside one coherent structure instead of a patchwork of promises.
We work with independent sponsors, search funds and existing HVAC owners buying platforms or bolt-ons. You have a live opportunity, a signed LOI or APA, clean financials and real equity at risk. If you are looking for one hundred percent financing with no collateral and no capital of your own, you are not a fit for this service.
On the senior side, we connect you with banks and private credit funds that can price and structure acquisition loans against EBITDA, collateral and personal guarantees where required. On the junior side, we introduce mezzanine or structured equity providers to bridge the gap above seller notes and your cash so the deal can actually clear at the agreed valuation.
A typical HVAC capital stack may combine senior term debt, seller notes and earn-outs, junior or mezzanine capital, plus a working capital or capex line so the business is not starved after closing. You keep control of negotiations with the seller and the target. We focus on packaging the file, framing the risk and making targeted introductions to decision makers who can move.
If you have a live HVAC acquisition, send your teaser, three years of financials, current year budget, LOI or APA and a summary of your equity. We will tell you directly whether the file fits the lenders and investors we work with and, if it does, introduce you to parties that can seriously look at funding both senior and junior tranches. Financely acts as an arranger and advisor only; all commitments come from regulated lenders and professional investors after their own KYC, AML, sanctions checks and credit approval.
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.
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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