Debt Placement & Capital Raising
Corporate finance meeting representing debt placement and capital raising

Structured Debt Advisory

Debt Placement & Capital Raising

Debt structuring and placement for private credit, acquisition finance, mezzanine, project debt and asset-backed facilities.

Debt Execution

Prepare the credit and run a targeted lender process

Financely structures debt transactions, prepares lender-grade credit materials and places mandates with banks and private credit providers.

We size leverage, define security and covenants, prepare the financing case and coordinate lender engagement through term sheet and closing.

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Scope

From debt structuring to closing

Structuring

  • Debt sizing and leverage
  • Use of proceeds
  • Security package
  • Financial covenants
  • Draw conditions

Credit Materials

  • Financing memorandum
  • Financial model
  • Sensitivity analysis
  • Business plan and contracts
  • Draft term structure

Placement

  • Lender mapping
  • Targeted distribution
  • Lender Q&A
  • Offer comparison
  • Commercial negotiation

Closing

  • Due diligence coordination
  • Documentation support
  • Conditions precedent
  • Funding mechanics
  • Closing coordination

Transaction Profile

What is required to begin placement

Transaction

  • Debt requirement from USD 5 million
  • Defined use of proceeds
  • Identified repayment source
  • Defined execution timetable
  • Proposed collateral where applicable

Core Dossier

  • Corporate KYC and ownership
  • Historical financial statements
  • Financial projections
  • Contracts and permits
  • Collateral schedule

Procedure

Four stages from underwriting to funding

1

Assess

Review the company, transaction, financing requirement, repayment source, collateral and target timetable.

2

Underwrite

Prepare the credit memo, model, covenant structure, security package and lender-facing materials.

3

Place

Distribute the transaction to selected lenders, manage Q&A and negotiate indicative offers.

4

Close

Coordinate diligence, documentation, conditions precedent and final funding.

Mandate pricing

Final fees depend on transaction size, complexity, leverage, collateral, sector, jurisdiction and required execution scope.

  • Retainer: USD 25,000 to USD 100,000
  • Success fee: 2% to 5% of funded amount
  • Success fee payable at funding or first draw
  • Third-party costs passed at cost

Frequently Asked Questions

Debt placement and capital raising

What types of debt can you place?

Mandates can include senior loans, acquisition finance, unitranche, mezzanine, project debt, asset-backed facilities and bridge loans, subject to the transaction and lender market.

What is the minimum transaction size?

The original mandate profile starts from approximately USD 5 million, subject to transaction quality, structure and lender appetite.

Do you prepare the lender materials?

Yes. The mandate can include the financing memorandum, financial model, credit analysis, lender presentation and data-room preparation.

Does Financely provide the debt directly?

No. Financely acts as advisor and arranger. Financing is provided by third-party banks, funds and other capital providers subject to underwriting and final approval.

Request a debt placement proposal

Submit the company profile, financials, target debt amount, use of proceeds, repayment source, collateral and required timetable.

Request a Quote
Financely acts as advisor and arranger and is not a direct lender. Financing remains subject to KYC, AML, sanctions screening, underwriting, due diligence, definitive documentation, conditions precedent and final approval by the relevant third-party capital provider.