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 submit your deal for review. We revert within one working day with next steps and either a quote for our services.
Finance your next trade, project or acquisition.
Debt structuring, targeted lender outreach and negotiation support through closing.
Paid advisory. Upfront retainer applies.
Structured debt lives or dies on the numbers. Before you hand your deal to a broker or spend weeks chasing term sheets, you need to know the debt capacity, the lenders that will actually fund it, and the gaps that will kill the process.
We underwrite the transaction, size the debt stack, and tell you exactly which lenders will fund it. As a core component of our structured debt advisory work, we build the lender-ready package and term sheet strategy that gets you from first terms to closing. Where licensing applies, regulated partners execute under their own approvals. If your flow is trade-driven rather than asset-driven, see our trade finance readiness review instead.
We size the debt, rank the lenders, and hand you the package that gets term sheets instead of silence. Every deliverable is built so you can defend the number in the room.
A defensible view of how much senior and subordinate debt your deal supports, with the leverage, coverage, and LTV constraints lenders will apply. We rebuild the sizing from your model so the number holds up in credit committee.
A shortlist of 10 to 20 lenders ranked by fit against your asset type, ticket size, geography, and structure. Banks, debt funds, private credit, and family offices as applicable, not a generic blast list.
A structured outline of the executive summary, sources and uses, operating model, collateral description, and sponsor credentials. We tell you what to include, what to fix, and what to leave out.
The five objections most likely to kill your deal, the response for each, and the supporting document that neutralizes it. You go to market knowing exactly what lenders will push on.
Select a deal type to see how we size the debt, the structures involved, and what we underwrite.
We size senior, mezzanine, and unitranche debt against the target's cash flow and the sponsor's equity contribution, so the leverage is defensible before it reaches a lender.
We size replacement facilities against existing debt, covenant packages, and the distribution or growth objectives of the sponsor, so the refinance does not just move the problem.
We size construction and development facilities against cost-to-complete, stabilized value, and pre-leasing or pre-sale, with the take-out committed before the first draw.
We size facilities for sponsors taking control of or restructuring the balance sheet of a stressed asset, where the liquidity runway is the whole deal.
| Parameter | Contingency Broker | Financely Structured Debt |
|---|---|---|
| Upfront Cost | Zero, but no incentive to qualify the deal | Fixed fee, so we tell you whether the deal is fundable |
| Underwriting | Shops the deal with no sizing analysis | Sizes the debt against lender criteria first |
| Lender Targeting | Broad blast to a generic list | Ranked 10 to 20 lenders matched to your deal |
| Speed to Term Sheet | Slow, because gaps surface late | Fast, because gaps are fixed before market |
| Alignment | Paid only on close, so pushes marginal deals | Paid for the analysis, so we can tell you no |
We start with your model, asset description, sponsor financials, and equity commitment evidence. We rebuild the debt sizing, stress the coverage ratios, and identify the gaps that get deals declined. We then produce the lender-ready package and the ranked lender list, and manage the dialogue from first presentation to term sheet negotiation. You get a decision, not a deck.
Engagements start at USD 2,500 and are credited against the full structuring mandate if you proceed within 90 days. Submit your deal details and we will confirm fit before issuing a formal engagement contract.
Request a QuoteA fixed-fee diagnostic that sizes your deal for senior and subordinate debt, identifies which lenders will fund it, and tells you what your package needs before it reaches the market.
Yes. We require evidence of committed equity or a signed commitment letter. Deals without equity are not financeable and we will not take the fee.
A broker shops the deal and gets paid on close. We underwrite it first and tell you whether it is fundable, at what leverage, and at what cost, before you spend on a process.
The standard review starts at USD 2,500 for a single asset or single facility. Complex, multi-asset, or cross-border reviews start at USD 7,500. Rush delivery carries a 50% premium.
Neither. Financely is an advisory firm. Where licensing applies, regulated partners execute under their own approvals.
This service overview is for general information only and does not constitute legal, tax, or investment advice. Financely Group is an advisory and arranging firm, not a bank, lender, or broker-dealer. Any financing is subject to the financing counterparty's underwriting, due diligence, credit approval, and documentation.