Funding For Live Business Acquisitions
Financely structures business acquisition funding for buyers pursuing control transactions with signed LOIs, executed purchase agreements, committed equity, and a defined path to closing. Typical mandates include senior debt, mezzanine capital, preferred equity, seller support, and blended capital stacks sized around purchase price, fees, working capital, and post-close liquidity. The strongest files usually include the acquisition summary, target financials, buyer profile, sources and uses, and diligence timetable.
Engagements are built around live transactions where the seller, target, and timeline are already in view. Buyers use this process when they are under exclusivity, advancing through diligence, negotiating definitive documents, or filling the gap between available equity and lender appetite. Each mandate is presented through a credit-focused narrative that speaks to repayment capacity, deal structure, sponsor quality, and closing discipline.
Daniel Mercer, Senior Acquisition Finance Analyst, CFA, FMVA
Daniel focuses on lender-facing materials, cash flow analysis, debt sizing, covenant sensitivity, and sources-and-uses discipline. His role centers on building a credit file that stands up to scrutiny and gives capital providers a clear view of the transaction.
Victoria Hale, Managing Director, M&A Capital Placement, MBA
Victoria leads transaction positioning, capital stack strategy, investor and lender engagement, and negotiation flow through closing. Her role centers on shaping a financeable narrative, maintaining momentum, and moving the deal toward executable terms.
Financely operates as a transaction-led capital desk. Each case proceeds through document review, KYC, AML, sanctions screening, counterparty assessment, and credit evaluation by the relevant funding parties.