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.
M&A Advisory
Plenty of companies want an M&A advisor, but want to pay only at closing.
Success-fee-only advisors do exist. The issue is supply. The best ones are usually overbooked, highly selective, and tough on exclusivity and conflicts.
If you insist on zero upfront spend, you often filter out the teams that can actually run process and close.
M&A is not a directory service where an advisor “introduces you to buyers” and waits for a commission. If you want a real outcome, somebody has to build the narrative, pressure-test the numbers, package the story, run outreach, manage diligence, and keep momentum when buyers start stalling.
That work is front-loaded. It also has a real opportunity cost. If an advisor is paid only if you close, they have to ration time. The easiest way to ration time is to take only a handful of deals that are already clean, already prepared, and already likely to transact.
Hard truth: “No upfront fees” does not screen out scammers. It mostly screens out capacity and senior attention.
Success-fee-only or “contingent” engagements can work in certain cases. But the trade is always the same: if the advisor is funding the risk, they will demand control and upside.
When an advisor works without a retainer, they protect themselves with hard guardrails. That often includes exclusivity, long tail periods, tight restrictions on engaging other advisors, and conflict checks that eliminate large parts of the buyer universe.
The fee question is not “upfront or not.” It is “what exactly is being delivered, by whom, on what timeline, with what boundaries.” A legitimate engagement reads like an operating plan, not a promise.
The advisors who can choose to work without retainers are usually the ones who do not need cash flow from retainers. They already have deal flow, brand pull, repeat buyers, and a backlog of mandates.
So their selection pressure is extreme. They want deals that are already tight: clean financials, realistic valuation, prepared management, and a seller who won’t waste months “thinking about it.”
A sell-side process is project management under stress. Buyers will ask for more, negotiate down, and stretch timelines. Your advisor’s job is to keep structure, protect leverage, and prevent drift. That is not something most teams can do while also running the business day-to-day.
| Workstream | What It Looks Like In Real Life |
|---|---|
| Materials and positioning | Build the story, reconcile KPIs to financials, define adjustments, and create a buyer-ready narrative that survives diligence. |
| Targeting and outreach | Curate the buyer universe, manage sequencing, control leaks, and avoid “spray and pray” that damages credibility. |
| Diligence management | Set up data room structure, route Q&A, maintain version control, and prevent repeated requests from stalling operations. |
| Negotiation and terms | Keep leverage on valuation, working capital, earn-outs, reps and warranties, and closing conditions. |
| Closing execution | Coordinate counsel, manage timetables, handle buyer financing friction, and keep both sides moving to signed docs. |
Even a “no retainer” engagement does not mean “no costs.” Most deals still require accounting cleanup, QoE readiness, legal prep, data room work, and management time. If a company cannot allocate budget to become buyer-ready, it usually signals that the process will drag and fail.
Reality check: Paying a defined retainer for defined work is normal. The scam risk is not “retainers exist.” The scam risk is unclear scope, anonymous execution, and outcome promises.
Financely is a transaction-led advisory desk. We do not run open-ended consulting. Our engagements are scoped, documented, and run to written outcomes. If you want to see how our process works, review how Financely works and submit your transaction through the deal submission portal.
If you have clean financials, a clear objective (sell-side or buy-side), and a realistic timeline, submit your mandate. If it fits, we will revert with indicative terms, defined scope, and the execution steps.
Financely acts as an advisor and arranger through regulated partners where required. We are not a broker-dealer and do not provide legal, tax, or regulatory advice. No outcome is promised. All engagements are subject to underwriting of the mandate, KYC, AML, sanctions screening, counterparty criteria, and definitive documentation.
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.
Security notice: we are aware of third parties using Financely’s name without authorization. Only emails sent from our official domains and communications through our portal are valid. Please verify any outreach before sharing documents or sending payments, and read our impersonation warning.
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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supportdesk@financely-group.com for general enquiries.
