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.
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.
From estimate to closing
You review the commercial terms before the advisory mandate starts.
Estimate
Send us the transaction, financing requirement and budget.
Approve
Review and approve the proposed scope and commercial terms.
Retainer
Pay the agreed retainer to activate the engagement.
Close
We manage execution through lender engagement and closing.
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.
Frequently asked questions
Understand the commercial process before deciding whether to engage us.
Is the estimate free?
Yes. There is no fee to submit the request or receive indicative commercial terms for the mandate.
What happens after I submit?
We review the transaction and determine the expected advisory scope. If the mandate fits, we provide proposed commercial terms for your review.
Am I required to hire Financely after receiving the estimate?
No. You decide whether the proposed scope and commercial terms are suitable before any paid engagement begins.
When does the mandate begin?
The mandate begins after the engagement terms are approved and the agreed 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.