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 or equity, submit your deal for review. We revert within one working day with next steps and either a quote for our services.
Corporate Finance
Leveraged finance is the debt market used when your capital structure needs more than a standard bank loan. It is how sponsors and CFOs fund acquisitions, recapitalize ownership, refinance maturities, and preserve equity while keeping operational control.
We help you run a lender-grade process from structure to closing, built around credit committee requirements, documentation reality, and execution certainty.
If you have an acquisition, recapitalization, or refinancing mandate and can share a clean data room, submit your file for underwriting review.
Platform acquisitions, add-ons, refinancings, and dividend recapitalizations where the debt package must survive lender scrutiny and hold up in documentation.
Acquisition finance and recapitalizations when you want debt capacity without giving away unnecessary equity, and you need a process lenders will respect.
Repricing, maturity extension, covenant relief, and liquidity backstops where a weak process shows up as worse terms and slow execution.
Capex, roll-ups, and working capital pressure, including situations that touch structured solutions or Commercial Real Estate financing.
| Mandate | What We Deliver | What Lenders Will Test |
|---|---|---|
| Acquisition Financing | Leverage sizing, sources and uses discipline, lender targeting, term sheet process and closing coordination. | Quality of earnings, add-backs, working capital behavior, sponsor support and purchase agreement timing. |
| Refinancing And Maturity Extension | Replace near-term maturities, improve covenant headroom, simplify collateral and guarantor structure. | Forecast credibility, covenant tightness, existing liens, intercreditor constraints and documentation quality. |
| Dividend Recapitalization | Incremental debt capacity analysis, lender positioning, covenant and restricted payments negotiation support. | Resilience of cash generation, downside case durability, pro forma leverage optics and cash leakage. |
| Growth And Roll-Up Capital | Facility design that supports multiple acquisitions, pro forma flexibility, and clean reporting cadence. | Integration risk, margin pressure, customer concentration, seasonality and covenant add-back discipline. |
We translate your story into lender language: leverage capacity, downside risk, liquidity profile, and the control package lenders require.
Deals slow down when the materials are soft. We help you present the file in a way credit committees can approve.
The headline spread is only the start. Definitions and baskets decide how free you are after closing.
We run the process with discipline so you do not lose weeks to drift, re-trades, and misaligned expectations.
How we measure success: competitive terms with documentation that protects your flexibility, closes on time, and does not trigger surprises two quarters later.
| Phase | What Happens | What You Receive |
|---|---|---|
| Underwriting Setup | Mandate intake, structure options, lender mapping, diligence plan and timeline. | Execution plan, data room index, initial lender targets. |
| Materials And Readiness | Model normalization, lender pack build, management narrative, Q&A workflow. | Lender-ready pack and diligence checklist. |
| Outreach And Terms | Controlled outreach, term sheet collection, terms comparison across economics and documentation. | Terms matrix and recommendation memo. |
| Diligence And Documentation | Deep diligence coordination, covenant negotiation support, conditions tracking. | Near-final terms, draft documents progress control. |
| Closing | Funds flow coordination, security perfection tracking, post-close reporting cadence setup. | Closing deliverables list and reporting calendar. |
If you want serious terms, show readiness early. It saves time and it strengthens lender confidence.
We build around reference rates and market conventions. If you want primary sources, start here:
Related reading: See our educational guide on this topic at Leveraged Finance Guide.
Submit your mandate and we will respond with next steps and the information required for underwriting review.
This page is for general information only and does not constitute legal, tax, investment, or regulatory advice. Financely is not a bank, not a broker-dealer, and not a direct lender. Where required, engagements are coordinated with regulated broker-dealers, investment banks, legal counsel, and other specialists. All outcomes are subject to diligence, compliance screening (including KYC, AML, and sanctions), counterparty approvals, and definitive documentation.
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.
To proceed,
request a quote
and receive indicative commercial terms. If you require guidance before engaging,
book a paid telephone consultation.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
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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