Deal Packaging & Lender Introductions for Debt Raises — Financely
Debt Advisory · Lender Introductions · US and International Markets

Deal Packaging and Lender Introductions

You have a transaction. You need the right lenders to fund it. Financely prepares your deal for the market, identifies the lenders whose mandate fits your transaction, and makes the introductions that get you to a term sheet.

What we do for you
Package the deal
We prepare or review your information memorandum, financial model, and capital structure so lenders can make a credit decision quickly.
Identify the right lenders
We match your transaction to lenders whose current mandate, sector focus, deal size, and geography align with what you are raising.
Make the introduction
We present your deal to lenders directly, handle the initial dialogue, and manage the process through to term sheet.
Negotiate terms
We represent your interests in term sheet negotiation, advising on pricing, leverage, covenants, and structure.

The gap between a good deal and a funded deal is execution

Most debt raises fail not because the underlying transaction is wrong but because the deal was not packaged to lender standards, was presented to the wrong lenders, or was managed by someone without the relationships to get a response. Financely closes that gap.

We work on a retained basis because the quality of our work depends on being genuinely aligned with your outcome. A retainer means we give your deal the time it requires, present it to the right people, and stay involved through to close rather than moving on after the first introduction.

The success fee means our interests are aligned with yours: we earn more when you close, and we structure our fee to reflect the capital we help you raise.

$2M+
Minimum transaction size we work with across all deal types
6-10 weeks
Typical timeline from mandate to term sheet on a prepared transaction
US and international
Lender network spanning US direct lenders, family offices, private credit funds, and international institutions
Transaction Types
Deals We Work On

Business Acquisitions

Senior debt, unitranche, and mezzanine for management buyouts, independent sponsor acquisitions, and corporate carve-outs. Single facility structures preferred.

$2M to $50M

Growth Capital

Structured debt for owner-managed businesses seeking expansion capital, working capital lines, or refinancing outside the clearing banks.

$2M to $30M

Project Finance

Senior debt and mezzanine for revenue-generating assets in energy, infrastructure, real estate, and transportation. SPV or on-balance-sheet structures.

$5M to $100M

Real Estate Debt

Bridge loans, construction finance, and term debt for commercial real estate acquisitions, developments, and refinancings with a clear exit or income story.

$3M to $50M

Trade Finance Facilities

LC facilities, receivables financing, and inventory lines for importers, exporters, and commodity traders with established trade flows and verifiable counterparties.

$1M to $20M

Special Situations

Rescue financing, bridge capital, and structured solutions for transactions that do not fit standard senior debt criteria but have a credible repayment path.

Case by case
How it works

From mandate to term sheet

1
Deal Assessment
We review your transaction, assess fundability, and confirm whether we can take the mandate. We give you a plain assessment of what lenders will think before we start.
2
Deal Packaging
We prepare or review the information memorandum, financial model, and capital structure. We do not approach lenders until the pack is ready to generate a response.
3
Lender Targeting
We identify and approach a targeted list of lenders matched to your transaction. Not a broadcast. A curated approach designed to create competitive tension.
4
Term Sheet
We manage lender dialogue, respond to information requests, and negotiate term sheet terms on your behalf. Leverage, pricing, covenants, and structure.
5
Close
We coordinate through due diligence, documentation, and close. We stay involved until the facility is drawn, not just until the term sheet is signed.
Typical timeline: 6 to 10 weeks from mandate to term sheet on a prepared transaction. Timelines vary by deal complexity and lender credit process.
Mandate Criteria
Deals We Can and Cannot Help With
Deals we work on
  • Transactions of $2M and above
  • Businesses with at least two years of trading history and audited or management accounts
  • Acquisitions with a genuine equity contribution of at least 15%
  • Projects with contracted or visible revenue and a defined repayment path
  • Sponsors with relevant sector or operational experience
  • Clients willing to work on a retained basis and provide complete information
  • Trade finance transactions with verifiable counterparties and established flows
Deals outside our scope
  • Transactions below $2M
  • Start-ups with no revenue or trading history
  • Buyers with no equity contribution or thin capitalisation
  • Projects with no contracted revenue and speculative cash flow assumptions
  • Clients who have already approached lenders directly and damaged their position
  • Transactions requiring completion in under four weeks
  • Any transaction involving private placement programmes or high yield platform instruments
Fee Structure
How We Are Paid
Retainer
Confirmed on mandate
A fixed monthly or upfront retainer confirmed at mandate stage. Covers deal packaging, lender targeting, and ongoing process management. Reflects the complexity and size of the transaction.
Success Fee
1% to 3% of facility
A success fee payable on close, calculated as a percentage of the debt facility arranged. The exact rate is confirmed in the mandate letter and reflects deal size and structure.
Retainer Credit
Applied on close
On transactions that close successfully, the retainer paid is credited in full against the success fee. You are not paying twice for the same outcome.

Tell us about your transaction

Submit your deal and we will come back within one business day with a plain assessment of whether we can help, what the process would involve, and what a mandate would look like for your specific transaction.

Submit Your Deal
Financely provides debt advisory and lender introduction services. We do not hold client funds and do not act as a lender. All mandates are subject to KYC, AML, and sanctions screening. Success fees are payable on close and are confirmed in a signed mandate letter before any work commences. Nothing on this page constitutes a commitment to arrange financing or guarantee a specific outcome.