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.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
This is a clean example of what US acquisition funding looks like when sponsors are serious: a signed merger agreement, a defined cash price, and an identified bridge loan facility to carry the deal to close. No vague “proof of funds” PDFs. No instrument theatre.
The buyer is an investor consortium led by Affinius Capital and Vista Hill Partners. Veris is expected to be taken private after shareholder approval and customary closing conditions.
Shareholders receive $19.00 per share in cash. Reuters reported the deal is expected to close in the second quarter of 2026, subject to approvals.
| Item | Reported Detail | Why It Matters For Acquirers |
|---|---|---|
| Transaction Type | All cash take private of a NYSE listed REIT | Cash bids require documented financing, not intentions. Buyers win with certainty. |
| Consideration | $19.00 per share in cash | Simple consideration reduces closing friction and renegotiation risk. |
| Implied Enterprise Value | About $3.4B including debt | Enterprise value drives leverage, covenants, and lender risk appetite. |
| Funding | Equity plus $2.08B committed senior secured bridge loan | Bridge debt provides closing certainty, then refinances into longer tenor debt later. |
| Dividend Policy | Dividend expected for Q1 2026, then suspended | Cash retention is part of post signing planning, lenders pay attention to leakage. |
| Advisers | Reuters reported J.P. Morgan and Morgan Stanley as financial advisers | Serious adviser benches usually come with serious diligence and tighter documents. |
A committed bridge facility is about certainty. It closes the deal first, then the capital stack can be optimized post close through term debt, securitization, or asset sales.
Even in leveraged buyouts, equity is what protects the lender. Typical equity checks vary by sector, cash flow stability, and asset coverage, so buyers that show real equity support get faster credit decisions.
Public targets mean public scrutiny. That usually translates into cleaner representations, clearer conditions, and a tighter timeline discipline than mid-market private acquisitions.
Take private strategies often include refinancing, asset pruning, and operational cleanup. The acquisition is the first step, not the plan.
This post is general information for commercial participants and is not legal, tax, or investment advice. Deal terms summarized here are based on public reporting and company disclosures linked above. Financely operates as a transaction-led capital advisory desk. Where regulated execution is required, delivery is coordinated through appropriately licensed firms operating under their own approvals. Financing outcomes depend on lender and investor approvals, diligence, and final documentation.
Submit your target, purchase terms, timeline, and current diligence pack. We will assess financeability and pursue executable term sheets or issue a written decline.
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.
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Email supportdesk@financely-group.com for general enquiries, press & partnership requests.
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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