Private Credit Advisory Services for Mid-Market Companies
Private Credit Advisory Services for Mid-Market Companies
What Is Private Credit, and Why Are Mid-Market Firms Using It?
Private credit is non-bank, institutional capital provided to businesses as debt, often structured to fit the borrower’s cash flow, asset base, or growth trajectory. It's not subject to Basel capital requirements, which gives it more flexibility—ideal for mid-market firms that don’t qualify for large bank loans but need more than what local banks will offer.
Financely helps businesses tap into this market by structuring, marketing, and securing private debt placements from our institutional network. We act as your outsourced debt capital partner, not just an introducer.
Who This Is For
- Revenue-generating businesses seeking $5M–$100M in non-dilutive funding
- Family-owned companies planning acquisitions, expansions, or recapitalizations
- Private equity-backed portfolio companies looking for more flexible capital stacks
- Project sponsors or developers with de-risked assets and future cash flows
What Financely Delivers
We don’t just “shop your deck around.” Financely builds the structure, the documentation, the lender angle, and the go-to-market around your deal. Then we take it to the desks that matter.
- Capital structuring, term sheet design, and waterfall modeling
- Preparation of lender materials (deal memo, teaser, data room)
- Direct outreach to private credit funds, credit arms of PE, family offices
- Investor qualification, feedback collection, and term negotiation
- Support through DD and closing process
Deal Types We Arrange
- Senior secured loans (asset-backed or cash flow-based)
- Mezzanine financing with warrants or payment-in-kind features
- Unitranche debt for leveraged buyouts and roll-ups
- Bridge loans for acquisition or construction
- Structured notes for growth-stage capital needs
Why Work With Financely?
We’re not brokers. We act as your financial sponsor—crafting the transaction and helping you manage investor expectations, compliance, and timeline. Our firm has worked on over $3B in capital structuring mandates, and our relationships are active, not scraped from LinkedIn.
We specialize in deals that need intelligent positioning: where cash flows are lumpy, or assets are under-leveraged, or sponsors are great operators but not capital markets veterans. That's where we make the difference.
Need $5M+ in debt capital without wasting time on dead-end calls? We'll structure the deal, package the materials, and take it to private credit desks that write real checks.
Request a QuoteGet 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.
