We provide lender-ready capital raise packaging and debt or equity placement support for business owners and buyers looking to secure serious term sheets and close funding on a defined timeline.
For business owners and acquirers pursuing private debt submit your deal for review. We revert within one working day with next steps and either a quote for our services.
Finance your next trade, project or acquisition.
Debt structuring, targeted lender outreach and negotiation support through closing.
Paid advisory. Upfront retainer applies.
AI Lender Match helps business owners, investors, and sponsors identify lenders that fit their deal profile without wasting weeks on cold outreach. Get a smarter starting point for acquisitions, commercial real estate, trade finance, and structured debt transactions.
Independent sponsor equity providers are mostly family offices, high-net-worth syndicates, SBIC funds and mezzanine funds that co-invest equity, raised deal by deal once a sponsor has a target under LOI. Family offices remain the largest source. Citrin Cooperman's 2025 Independent Sponsor Report found 62% of sponsors cite them as a top capital source.
Equity commitments are soft until they are documented. Sponsors with several providers in play close, and sponsors relying on one or two often lose the deal.
Share of independent sponsors citing each source as a top capital provider, per Citrin Cooperman (2025).
Lead investor data tells a similar story. The 2024 McGuireWoods Independent Sponsor Deal Survey, as summarised by CapitalPad, shows family offices leading 27% of deals, mezzanine and equity funds 25%, and private equity funds 19%.
Family offices. They bring patient, flexible capital and expect alignment and a clear value creation plan. First Haven Capital's managing partner has said about 60% of its deal flow comes directly from sponsors.
Co-investment platforms. CapitalPad typically commits USD 1 million to 2.5 million per deal through a single SPV alongside funds and family offices.
SBICs and mezzanine funds. These combine subordinated debt with an equity co-investment, which reduces the cash equity the sponsor must find. See equity gap funding.
They look for a signed or near-final LOI, quality of earnings, a financing plan with committed senior debt, sponsor economics they can accept, and a credible operating plan. A debt package that is already lender-ready signals the deal can close.
We prepare the senior debt side and the materials equity providers review. The Lender-Ready Package covers the credit memo, model review and debt sizing, sources and uses and the data room, for a fixed USD 7,500 in 15 business days. Investor materials are covered under acquisition capital raising documents. Where permitted, see family office introductions.
It suits independent sponsors with a target under LOI who need senior debt committed and equity providers convinced.
Send us the target, the EV and your LOI terms. We will scope the work and send a fixed quote.
Family offices, high-net-worth individuals, SBIC funds and mezzanine funds that co-invest. Family offices are the most frequently cited source.
Once a target is under LOI or close to it, with a financing plan and diligence underway. Earlier conversations build relationships but rarely produce commitments.
Yes. Equity providers move faster when the senior debt is sized, documented and supported by a lender-ready credit file.
General information only, not legal, tax or investment advice. Financely is an advisory and arranging firm, not a lender or broker-dealer, and does not offer, sell or solicit securities. Any financing is subject to lender underwriting, due diligence, credit approval, documentation and conditions precedent, and no outcome or timeline is guaranteed. Image by Rufouslark, CC BY-SA 4.0, via Wikimedia Commons.
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.
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 RequestAccess 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 RequestSecure 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 RequestFinancely 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.