Sponsor Finance And Debt Advisory For Asset-Backed Transactions

"We had a signed APA and a 60-day drop-dead date. Financely didn’t waste time on beauty parades. They sized senior debt against the target’s normalized cash flow, slotted in a seller note that kept our equity check reasonable, and placed the stack with lenders who actually underwrite independent sponsor and search fund deals. We funded on day 51. For sponsors who live and die by closing certainty, they’re one of the few groups that treat timeline pressure as a feature, not a bug."

"The bridge loan Financely placed on our Class B office acquisition cleared lender diligence faster than any facility we’ve raised in the last five years. Their DSCR and tenant rollover modeling was tighter than our own, and they built refinance optionality into the term sheet from the start. Because the package already addressed PSA timing, rollover risk, and exit cap rates, we avoided the usual three rounds of re-underwriting. Spread and prepayment flexibility ended up better than our base case."

"Financely put together a borrowing base plus LC confirmation line for our AGO, jet fuel, and gasoline flows that actually works with how we trade. Warehouse receipts, inventory reporting, and offtake contracts are monitored the way lenders expect, without choking day-to-day operations. We’ve moved more volume with less tied-up capital and cleaner concentration limits. The structure scales with our book instead of forcing us into rigid facilities we outgrow every quarter."

"Most groups talk a good game on PDP and midstream assets until you show them the reserve report and the actual operating history. Financely understood advance rates on producing wells, the value of associated tank and gathering infrastructure, and which lenders are still writing checks in this environment. They packaged the acquisition file correctly the first time. We closed without the usual six-month dance of revised engineering opinions and new reserve cases."

"Financely handled the full construction-to-term stack on our solar-plus-BESS project, including EPC working capital, sponsor equity bridge, and long-term debt against the signed PPA. They kept the model and disbursement schedule aligned with interconnection milestones and offtake step-in rights. When one lender tried to push back on construction contingency sizing, their existing relationships and clean documentation package kept the term sheet intact. We reached COD without a single equity call beyond the original plan."

"Data center construction debt has its own rulebook, including power agreements, site control timelines, EPC ramp-up, and the growing BESS overlay for reliability. Financely structured a facility that respected those realities instead of forcing a generic project finance template. Their network understood hyperscale contracted capacity and the cash flow profile during the stabilization period. We funded Phase 1 without over-raising equity or giving away more ownership than we wanted."

"Mining projects live or die on sequencing, permits, resource confirmation, then phased capex. Financely structured equipment finance and development capital that stepped up with geological and permitting milestones rather than requiring everything proven upfront. The facility respected the technical report and offtake framework without over-engineering covenants that would have broken on normal development slippage. For sponsors who need capital that matches how mines are actually built, this was the right approach."

"We engaged Financely purely for advisory before taking our concession-based infrastructure opportunity to lenders. They rebuilt the financial model, stress-tested DSCR under realistic downside cases, and turned our raw technical reports, EPC contracts, and permit files into a lender-ready data room. Within weeks we had three competitive term sheets instead of the usual months of piecemeal diligence. Their advisory work didn’t just improve the package, it fundamentally changed the economics of the raise."