Structured Debt Advisory

Know the Cost Before You Start the Mandate

Request a free estimate for your structured debt advisory mandate. Tell us what you need to finance, how much capital is required and the professional budget available for execution.

Request My Free Estimate No payment. No obligation to engage.
Commercial infrastructure relevant to structured debt advisory

Get the commercial terms before you commit

Structured debt mandates vary by transaction size, complexity, jurisdiction and the work required to bring a transaction to market.

Submit the core details and we can estimate the expected scope before you make a hiring decision.

Your estimate may cover
✓ Indicative advisory scope
✓ Expected retainer
✓ Applicable success fee and closing economics
✓ Next steps to activate the mandate

From estimate to closing

You review the commercial terms before the advisory mandate starts.

1

Estimate

Send us the transaction, financing requirement and budget.

2

Engage

Accept the mandate as quoted. Commercial terms are presented as one package, not optional fee components.

3

Retainer

Pay the agreed retainer to activate the engagement.

4

Close

We manage execution through lender engagement and closing.

Free Estimate

Request your mandate estimate

Give us the essential information. You do not need to prepare a full financing package simply to find out what the engagement is likely to cost.

Your company

Financing requirement

Optional. Attach a teaser, financial model, term sheet, invoice, contract, purchase order, project summary or other document relevant to the mandate.

Financial profile

Advisory budget

There is no charge to request an estimate. If Financely issues commercial terms, they are presented as a complete mandate package. The engagement starts after the required retainer is paid. Any success fee stated in our terms forms part of the mandate economics and is not an optional fee component.

No payment is required to submit this request.

Submission does not constitute a financing commitment, credit approval or advisory appointment. A mandate exists only after Financely issues engagement terms, those terms are accepted as quoted and the required retainer is paid. Financing remains subject to counterparty approval, due diligence, KYC/AML, documentation and applicable legal and regulatory requirements.

Frequently asked questions

Understand the commercial process, fee structure and mandate requirements before engaging us.

Is the estimate free?

Yes. There is no fee to submit the request or receive indicative commercial terms for the mandate.

Can I attach supporting documents?

Yes. The form includes an optional supporting-document field for materials such as a teaser, model, term sheet, invoice, contract, purchase order or project summary. The file is submitted together with the rest of the mandate information through the same Formspree submission.

What happens after I submit?

We review the transaction and determine the expected advisory scope. If the mandate fits, we issue the applicable commercial terms for the engagement, including the required retainer and any success fee.

Am I required to hire Financely after receiving the estimate?

No. You may accept or decline the engagement as a whole. Financely's quoted commercial terms are not an à-la-carte menu, and individual fee components are not subject to opt-out.

Can I remove the success fee and only pay the retainer?

No. If a success fee is included in Financely's commercial terms, it forms part of the mandate package. The engagement is not offered as a menu of optional fee components, and Financely does not undertake success-only or free-work mandates. You may decline the engagement, but you may not selectively remove quoted fee components.

When does the mandate begin?

The mandate begins after the engagement terms are accepted as quoted and the required retainer has been paid.

Why do you ask for a retainer budget?

Execution requirements vary materially between transactions. The budget helps us determine whether the expected scope and commercial structure are aligned before onboarding begins.

What types of transactions can you advise on?

Acquisition finance, working capital, trade finance, project finance, commercial real estate, refinancing, asset-backed facilities and other structured debt mandates.

Does the estimate mean my financing is approved?

No. The estimate covers the advisory engagement. Financing remains subject to independent lender or investor underwriting, due diligence, documentation and final approval.