Private Capital, Liquidity And Structured Finance Advisory
Financely provides private capital solutions for sponsors, asset owners, borrowers, fund managers and operating companies seeking liquidity, recapitalization, refinancing, acquisition capital, structured credit, preferred equity, minority equity or bespoke private market capital.
Private Capital Solutions
Private capital solutions are used when a company, sponsor, asset owner or fund manager needs capital outside a standard bank loan or public market process. The transaction may involve senior secured debt, unitranche debt, mezzanine capital, preferred equity, structured minority equity, asset-backed credit, fund-level financing, NAV-style financing, receivables finance or bespoke liquidity against private assets.
Financely structures private capital mandates for clients with defined financing needs and a credible transaction file. We are not interested in broad capital raising without documents, economics or repayment logic. A financeable mandate needs a borrower profile, use of proceeds, existing capitalization, assets, cash flow, collateral, counterparty evidence and a clear reason why the proposed capital structure works.
Use case: this service is suited to sponsors and companies seeking private credit, structured equity, refinance capital, liquidity against private assets, acquisition funding, bridge capital, special situations capital or capital structure alternatives where traditional bank lending is too slow, too rigid or unavailable.
Situations We Support
Liquidity Solutions
Capital against private assets, receivables, contracts, portfolios, fund interests, royalty streams, collateral pools or other assets with a defensible monetization path.
Recapitalizations
Debt refinancing, maturity extension, preferred equity, minority capital, dividend recapitalization, shareholder liquidity or replacement of short-term debt.
Acquisition Capital
Senior debt, seller note coordination, mezzanine capital, preferred equity, co-investment capital or bridge funding for acquisition-led strategies.
Special Situations Capital
Capital for constrained borrowers, non-standard collateral, time-sensitive transactions, underbanked sectors, event-driven liquidity or complex closing conditions.
Capital Structures Considered
| Capital Type | Typical Application |
|---|---|
| Senior Secured Debt | Asset-backed, cash-flow-based or contract-backed debt where the lender receives first-priority security over defined collateral or repayment sources. |
| Unitranche Debt | Single-facility financing used for acquisitions, sponsor-backed growth, refinancing or transactions where a combined senior and junior solution is cleaner. |
| Mezzanine Debt | Subordinated capital behind senior debt, often used when the borrower needs more proceeds than senior lenders will provide. |
| Preferred Equity | Structured equity with preferred return, redemption rights, control protections, conversion rights or payment-in-kind mechanics. |
| Structured Minority Equity | Minority capital with negotiated economics, governance rights, downside protections, exit provisions and capital use restrictions. |
| Asset-Backed Private Credit | Credit supported by receivables, inventory, contracts, royalties, leases, tax credits, carbon credits, commodities or other monetizable assets. |
How Financely Executes The Mandate
We begin with transaction classification. The first question is not “who has money?” The first question is which capital structure fits the asset, borrower, timeline, collateral, repayment source and closing risk. A company with contracted receivables needs a different lender universe than a sponsor seeking acquisition capital or a fund manager seeking liquidity against portfolio exposure.
Financely prepares the lender and investor-facing materials, screens the capital structure, identifies likely objections, builds the transaction narrative and routes the opportunity to capital providers whose mandate fits the deal. The process is documentation-led because private capital providers need evidence, not slogans.
Credit File Preparation
Borrower profile, capital request, sources and uses, asset schedule, repayment analysis, security package, covenant logic and downside case.
Capital Provider Targeting
Private credit funds, asset-backed lenders, family offices, structured equity investors, special situations funds and sector-specific capital providers.
Term Sheet Support
Review of pricing, tenor, amortization, covenants, security, intercreditor issues, drawdown mechanics, fees, conditions precedent and closing deliverables.
Transaction Discipline
Data room control, diligence Q&A, lender feedback tracking, document sequencing, closing readiness and commercial negotiation support.
What We Need From The Client
Clients should be ready to provide financial statements, debt schedule, cap table, corporate documents, management overview, use of proceeds, asset schedules, contracts, receivables aging, collateral evidence, bank statements, tax information where relevant, and any existing lender or investor correspondence.
If the request is based on private assets, the client should also provide ownership evidence, valuation support, monetization history, legal control, counterparty contracts and any encumbrances. If the request is acquisition-related, we need the LOI, purchase agreement, target financials, seller note terms, equity contribution, closing date and working capital requirement.
Plain commercial filter: private capital providers will not underwrite a weak file because the borrower says the opportunity is urgent. Urgency helps only when the documents are complete, the economics are credible and the repayment path can be tested.
Request Private Capital Solutions
Send the transaction summary, requested capital amount, use of proceeds, financial statements, debt schedule, collateral evidence and target closing date. Financely will review whether the mandate is suitable for private capital placement.
Financely Inc. is a corporate finance consulting firm. Financely is not a bank, securities broker-dealer, law firm, tax advisor or investment adviser. Financing is subject to diligence, capital provider appetite, KYC, KYB, sanctions screening, legal documentation, collateral review, closing conditions and final approval by funding parties. No financing outcome is guaranteed.