M&A Advisory
Accelerated Debt and Equity Structures for Mid-Market Deals
Acquisitions under $250M can involve capital requirements that sidetrack even the most seasoned buyers. At Financely, we orchestrate every financing element—from bridging equity shortfalls to engaging specialized lenders—to reduce complexities and expedite closings. Retain command of your strategic vision while we coordinate the finer details of acquisition financing.
Financely Acquisition Flow
1. Client Onboards
Sign our engagement letter & pay a flat underwriting fee. Provide deal info & financials.
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2. Underwriting & Feasibility
We assess your acquisition's viability, review financials, and confirm equity requirements.
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3. Capital Structuring
We line up senior & mezzanine debt (60–90%), offer bridge loans if equity is short, and market to LPs if needed.
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4. Commitments Finalized
Lenders, bridge partners, and equity investors confirm their funding. We lock in terms.
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5. Deal Closes
All parties sign & fund. Acquisition completes. Our performance bonus is due on closing.
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6. Post-Close Support
We facilitate refinancing or additional LP investment as you integrate & grow.
