Initial Sponsor-Led Buyouts
Finance the acquisition of an established operating company with a defined management and value-creation plan.
For pre-submission discussions, we offer paid consultations. To initiate underwriting and lender outreach, submit the deal.
Financely helps independent sponsors finance identified business acquisitions. We structure the complete capital stack, prepare the lender and investor materials, place senior debt and equity, coordinate seller financing and support execution through closing.
Independent sponsors do not have a committed fund available for every closing. A signed LOI must therefore be converted into a credible financing case for lenders, co-investors and the seller.
Our offer covers the financing process from capital-stack design through targeted debt and equity placement. We do not merely circulate an executive summary. We prepare the transaction for institutional underwriting and coordinate the financing parties toward closing.
Request an Acquisition Financing ReviewFinance the acquisition of an established operating company with a defined management and value-creation plan.
Structure debt and equity for acquisitions that expand an existing portfolio or operating platform.
Combine management participation, sponsor economics, seller capital and outside financing.
We work on identified transactions, not unfocused acquisition searches. A serious mandate should have a target, defined valuation, transaction access and a credible path to exclusivity or an executed LOI.
Sponsors can review our broader independent sponsor financing service and business acquisition financing advisory. Transactions with a specific equity shortfall may qualify for acquisition equity gap financing.
We size and place cash-flow, asset-backed, unitranche or other senior facilities according to the target’s earnings, assets and acquisition structure.
We structure common, preferred or co-investment capital around ownership, sponsor economics, governance and the expected exit.
Seller participation can reduce cash required at closing and align the seller with the post-closing transition and performance plan.
The capital stack can include a revolving facility, delayed draw commitment or additional liquidity for fees, integration and working capital.
We review the target company, purchase price, normalized earnings, buyer contribution and proposed sponsor economics. We then develop the sources and uses, debt capacity, investor return model and complete financing strategy.
Financely can prepare the lender and investor file through its acquisition financing packaging service. Seller notes and deferred consideration can be addressed through seller financing advisory. The acquisition model can be developed through our financial modeling service.
We assess the LOI, target financials, valuation and sponsor plan.
We size debt, equity, seller capital and closing liquidity.
We run targeted outreach to suitable lenders and investors.
We support diligence, term alignment and financing execution.
Submit the LOI, target financials, purchase price, sponsor contribution, management plan and requested capital structure for an initial assessment.
Submit an Independent Sponsor DealIt is transaction-specific debt and equity raised to fund an acquisition led by a sponsor that does not rely on a committed private equity fund.
A signed LOI or similar transaction access is normally expected before a serious financing and investor placement process begins.
Yes. The mandate may cover senior debt, structured equity, co-investment, seller financing and working-capital requirements.
Sponsor ownership, promote, fees and governance depend on the transaction, sponsor contribution and negotiated investor terms.
No. Financely provides structuring, underwriting preparation and placement support on a best-efforts basis. Lenders and investors make final decisions.
Financely advises post-revenue businesses on accessing capital by presenting opportunities to professional investors, coordinating when needed with regulated broker-dealers, investment banks, and legal counsel.
We are not a broker-dealer, do not solicit or accept securities orders, serve only B2B clients, and make no assurance of capital-raising outcomes.
For trade finance, project finance, commercial real estate, or business acquisition mandates, submit a request for quote with a concise deal summary and supporting documents.
Our team will review and provide a tailored proposal within 1 to 3 business days.
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