Mezzanine Financing & Growth Capital Advisory Services for Middle-Market and Lower-Middle-Market Companies
Mezzanine Financing & Growth Capital Advisory Services
1 Where Mezzanine Capital Fits in the Capital Stack
Mezzanine financing—subordinated debt, second-lien notes, or preferred equity—bridges the gap between senior leverage limits and common-equity dilution. Typical use-cases include acquisition roll-ups, expansion cap-ex, shareholder recaps, and management buyouts in the USD 10–250 million enterprise-value range. Financely matches sponsors with a curated network of 150+ mezz funds, insurance B-note desks, and family-office direct lenders, structuring flexible payment options (cash/PIK mix) to align with free-cash-flow ramps.
2 Process Timeline from Mandate to Funding
| Stage | Key Outputs | Calendar Days |
|---|---|---|
| Scope & Teaser | One-page anonymised overview, use-of-funds, pro-forma leverage. | 2 |
| Data Pack & Model | Three-statement projection, EBITDA bridge, covenant headroom. | 5 |
| Lender Soundings | Target list distribution, NDA coordination, soft indications. | 7–10 |
| Management Meetings | Investor Q&A, site visits, model deep-dive. | 10–14 |
| Term-Sheet Selection | Compare pricing grids, structural flex, board rights. | 4 |
| Diligence & Docs | Legal, quality of earnings, environmental; draft sub-debt agreement. | 15–25 |
| Funding & Post-Close | Wire release, lien filings, reporting calendar installed. | 3 |
3 Economics We Typically Negotiate
- Principal size: USD 5 m – 75 m per tranche; larger via club participation.
- Advance rate: up to 3.5× senior-plus-mezz leverage or 5.0× total debt/EBITDA.
- Pricing: SOFR + 600–900 bps cash; 200–400 bps PIK toggle; 1–2 % OID.
- Amortisation: interest-only to maturity; equity-like bullet at 5–7 years.
- Equity sweetener: 5–15 % warrant coverage or co-invest strip optional.
- Covenants: springing DSCR, leverage grid, restricted payments basket tied to FCF.
4 Underwriting Filters Used by Our Capital Partners
- Recurring revenue or contracted backlog covering ≥ 1.5× interest.
- EBITDA visibility > USD 3 million with margin stability over three cycles.
- Management depth and succession plan documented.
- Clear path to senior take-out or strategic sale inside five years.
- Environmental or regulatory liabilities ring-fenced.
5 Why Financely
- Market depth: active dialogue with mezzanine desks managing USD 40 billion.
- Competitive tension: average of four term-sheets delivered per mandate.
- Structuring edge: former leveraged-finance bankers optimise intercreditor, call-protection, and warrant economics.
- Speed: mandate-to-fund median 45 days for bolt-on acquisitions; 60 days for platform deals.
- Post-close support: compliance calendar, covenant testing, amendment negotiation when growth outpaces forecasts.
Need flexible growth capital without heavy equity dilution? Financely syndicates mezzanine debt and preferred equity tailored to EBITDA inflection curves and exit horizons. Start the confidential discussion today.
Contact UsGet 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.
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.
Trade Finance
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 RequestProject Finance
Access 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 RequestAcquisitions
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.
Submit a RequestFor Banks
Financely 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.
