Acquisition Finance, Loan Packaging And Lender Outreach

Business Acquisition Loan Packaging Service

Financely prepares lender-ready loan packages for buyers seeking debt financing to acquire established businesses. This service is built for search fund buyers, independent sponsors, management teams, roll-up platforms, family offices, and strategic buyers that need a professional acquisition financing package before approaching lenders, private credit funds, SBA lenders, bridge lenders, or acquisition finance providers.

Fixed fee: USD 9,850 upfront. This service is available for business acquisition transactions with a minimum purchase price or debt requirement of USD 2,500,000.

What We Prepare

  • Lender-ready acquisition loan package.
  • Acquisition financing memo.
  • Credit memo-style transaction summary.
  • Sources and uses table.
  • Capital stack summary.
  • Buyer and target overview.
  • Lender outreach positioning.

Best Fit

  • Buyers with an LOI or purchase agreement.
  • Search fund and independent sponsor deals.
  • Management buyouts.
  • Roll-up acquisitions.
  • Seller-financed transactions.
  • Lower middle market business purchases.
  • Acquisition debt requests of USD 2.5M+.

Lender Review Focus

  • Purchase price and valuation basis.
  • Target EBITDA and cash flow.
  • Debt service coverage ratio.
  • Buyer equity contribution.
  • Seller note or earnout terms.
  • Collateral and guarantees.
  • Repayment plan and downside case.

Pricing And Trigger Point

Service Fee: USD 9,850 upfront.

Minimum Transaction Size: USD 2,500,000 purchase price or debt requirement.

Trigger Point: Engage Financely when you have a target business, LOI, draft purchase agreement, seller financials, acquisition timeline, buyer equity plan, or lender request for a complete acquisition finance file.

Common Documents Reviewed: LOI, purchase agreement, target financial statements, tax returns, quality of earnings report, buyer proof of funds, buyer resume or sponsor track record, debt schedule, seller financing terms, customer concentration, working capital requirement, and acquisition financial model.

Acquisition lenders want to see a complete credit file before they spend time on a transaction. The package needs to explain the buyer, target company, purchase price, EBITDA, adjusted EBITDA, free cash flow, sources and uses, equity contribution, seller financing, requested debt amount, repayment source, collateral, DSCR, risks, mitigants, and proposed facility terms. Financely prepares the file so the lender can assess the acquisition as a serious financing opportunity.

Start Your Business Acquisition Loan Packaging

Pay the USD 9,850 service fee directly, then submit your acquisition documents for loan packaging, acquisition financing memo preparation, and lender outreach review.

Pay USD 9,850

Financely is a corporate finance advisory firm and does not operate as a bank, direct lender, securities broker, business broker, M&A broker, valuation firm, quality of earnings provider, law firm, tax adviser, or guaranteed funding provider. Business acquisition loan packaging, lender outreach, acquisition financing memo preparation, and lender introductions are subject to buyer documentation, target documentation, lender appetite, underwriting, KYC, AML, sanctions screening, financial review, collateral review, legal documentation, market conditions, and final approval by the relevant funding parties. Payment of the service fee does not guarantee a term sheet, credit approval, commitment letter, proof of funds, acquisition closing, or funding.