Acquisition Financing Packaging for Buyers

If you are under LOI or PSA, speed and credibility decide whether you close. We package acquisition financings so lenders can underwrite quickly, including senior debt, seller notes, and equity gap solutions, with a lender-ready data room and controlled syndication workflow.

We turn an acquisition file into a financeable package. Scope covers underwriting, capital stack design, lender-grade materials, and outreach support. We coordinate senior debt, unitranche where relevant, seller note structuring, and equity gap paths such as mezzanine or preferred equity, depending on deal size and risk. Outcome is a lender-ready file with clear sources and uses, defensible assumptions, and a process that stays time-boxed.

Scope of Services

Underwriting

  • LOI or PSA review and key risk mapping
  • Quality of earnings and normalization logic, as available from the file
  • Cash flow analysis, debt capacity, and downside stress checks
  • Collateral view: assets, liens, concentration, and covenant feasibility

Capital Stack Design

  • Senior debt sizing and covenant pathing
  • Seller note mechanics: amount, subordination, payment terms, and protections
  • Equity gap options: mezzanine debt or preferred equity where relevant
  • Sources and uses schedule and closing cash requirement clarity

Lender-Ready Package

  • Executive memo and deal summary built for credit committees
  • Financial model with sensitivities and covenant headroom logic
  • Data room structure and document checklist mapped to lender diligence
  • Use of proceeds, integration plan, and management profile section

Syndication Support

  • Target lender list by profile, ticket size, and risk appetite
  • Q and A management and lender follow-ups tied to a timetable
  • Term sheet comparison and decision support for the buyer
  • Closing coordination with counsel and third parties

Financing Paths We Coordinate

  • Senior secured acquisition debt
  • Unitranche style debt where appropriate for speed and simplicity
  • Seller notes with documented subordination and payment terms
  • Mezzanine debt for equity gap coverage where the file supports it
  • Preferred equity where debt capacity is constrained
  • Bridge solutions where closing timing requires interim capital
  • Working capital line add-ons for post-close liquidity where relevant

Eligibility and Dossier

Best Fit

  • Buyer has LOI or PSA and a defined closing deadline
  • Target has credible financials and a bankable operating history
  • Buyer has a clear equity contribution plan
  • Deal size and structure match lender economics and underwriting reality

Core Dossier

  • LOI or PSA and purchase price breakdown
  • Target financials, trailing twelve month performance, and any QoE if available
  • Customer concentration, contracts, and pipeline summary
  • Debt schedule, liens, and material legal items
  • Buyer background, equity proof, and post-close operating plan

Process

Intake

Mandate signed and LOI or PSA reviewed. We confirm purchase price, equity plan, target financials available, and the closing deadline.

Underwrite and Package

We build the lender-ready memo, sources and uses, and the model. The data room is structured with a clear checklist and version control.

Terming Strategy

We define the target capital stack, the lender profile, and the outreach sequence. Seller note and equity gap elements are positioned cleanly.

Outreach and Term Sheets

Lenders receive a complete package, not a partial story. We manage Q and A, track term sheets, and support selection based on real closing risk.

Closing Support

We coordinate closing items with counsel and the lender team, including diligence requests, covenant points, and funding logistics through close.

Pricing Guidance

  • Arrangement retainer from USD 59,500 based on deal size, complexity, and closing timeline
  • Success fee 2.5% of raised debt amount at closing unless agreed otherwise
  • Third-party costs may include legal drafting, QoE, tax, and appraisal services
  • Pricing is confirmed after dossier review and underwriting scope is locked

This converts when the deal is real and time-boxed. If there is no LOI or no credible equity plan, the file usually stalls.

Request Acquisition Financing Terms

Share your LOI or PSA, target financials, equity contribution plan, and closing date. We respond with eligibility, next steps, and a clear packaging scope.

Include the purchase price, sources and uses if you have it, and any lender conversations to date. We act as advisor and arranger and coordinate execution through regulated counterparties where lending or securities intermediation is required.

Request A Quote

All transactions are subject to KYC and AML, sanctions checks, credit approvals, diligence, and signed agreements. No offer of securities is made.

Financely acts as advisor and arranger. We are not a bank and do not take deposits. Financing outcomes depend on lender approvals, diligence results, legal documentation, and counterparty performance. Nothing here is a guarantee of funding or closing.