Specialist Deal Network

Financely operates without layers or bottlenecks. We assemble proven operators—dealmakers, credit analysts, legal structurers—based on what your transaction demands. No fluff, no learning curve. Just people who know what needs to get done, and do it.

Specialist Team Assembly

We Build the Right Team for Your Deal

Every transaction deserves specialists who’ve done it before. At Financely, we build custom teams from a global pool of operators—dealmakers, analysts, legal counsel, and risk advisors—matched to the exact needs of your trade, project, or real estate transaction. No overhead. No wasted time. Just execution.

Credit Analysts Underwrite deals, build models, and validate risk across all asset types.
Legal & Compliance Handle regulatory, KYC/AML, and documentation with jurisdictional precision.
Trade Finance Experts Structure LCs, SLOCs, UPAS, and collateral-backed solutions for global deals.
Real Estate Advisors Structure bridge loans, mezzanine tranches, and development financing.
Project Finance Leads Orchestrate syndication, stage-based drawdowns, and sponsor-banker negotiations.
Trustees & Fiduciaries Manage escrow, collateral flows, and governance across SPVs and note programs.
Time to Assemble: 2 business days for most trade or credit mandates. Up to 2 weeks for multi-party project finance and strategic transactions.

Institution We Have Worked With

Unanswered Questions? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help. 

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Disclaimer

Advice to Private Equity, Venture Capital and Strategic Investors — Financely Group provides consulting services to clients on either a retainer or project basis. These include identifying potential investment opportunities, evaluation of transactions being contemplated by clients, development of strategic plans for portfolio companies and coaching of portfolio company management teams. These services are provided by contract directly to clients and do not place Financely Group in the role of a Broker/Dealer.


Financial Transaction Advice — Financely Group is not a registered Broker/Dealer and does not act as an agent for buyers or sellers of businesses. This is consistent with the Securities and Exchange Act of 1934 which directs that brokers and dealers in securities register with the Securities and Exchange Commission (the “SEC”) and become members of the Financial Industry Regulatory Authority (“FINRA”). The SEC considers the term “broker” to generally include persons providing advice regarding financial transactions who accept “transaction-based” compensation. Transaction-based compensation is defined as any commission or finder’s fee which is dependent or based upon the execution of a transaction. More broadly, advisers on buying or selling companies are subject to SEC regulation because transaction advice generally involves the transfer of securities – typically, equity interests in the company being bought or sold.


Securities Services Provided by Investment Banks — If potential clients require assistance in executing a transaction involving the purchase or sale of securities, as opposed to the sale of assets or negotiation of licensing arrangements, Financely Group typically introduces them to an investment bank. Clients enter into a contract with such investment bank to receive the requested services. Unless the client remunerates Financely Group with equity prior to closure. Financely cannot earn transaction-based compensation.