Private Credit & Acquisition Finance
Delayed-Draw Term Loans for Acquisition Roll-Ups
Committed future acquisition capacity for buy-and-build strategies. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Financely Debt Advisors
Financely is a structured finance advisory firm with hard skills in credit analysis, deal structuring, lender packaging, term sheet preparation, and capital provider distribution.
Private Credit & Acquisition Finance
Rescue Financing After a Covenant Breach
New money for a viable company whose existing debt is in covenant default or liquidity stress. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Private Credit for Corporate Carve-Out Acquisitions
Financing businesses separated from larger groups before clean standalone history exists. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Credit Enhancement & Contingent Facilities
SBLC Reimbursement Agreements and Applicant Risk
The applicant liability created behind a standby letter of credit. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Split-Collateral ABL and Term Debt
Combining an asset-based revolver on current assets with term debt secured primarily by fixed and enterprise assets. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Preferred Equity Redemption Mechanics in Acquisitions
How junior acquisition equity is repaid through cash sweeps, refinancing or sale. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Intercreditor Agreements for Senior and Mezzanine Debt
Allocating payment priority, liens and enforcement between two creditor classes. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Credit Enhancement & Contingent Facilities
Counter-Indemnities in Credit Enhancement Transactions
Reimbursement recourse for third-party guarantees and collateral support. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Private Credit for Dividend Recapitalizations
Raising additional leverage to return capital to shareholders without funding a new operating asset. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
Recurring Revenue Loans for Subscription Businesses
Financing subscription companies before conventional ebitda leverage becomes the main credit metric. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Credit Enhancement & Contingent Facilities
Collateral Haircuts for Bank Guarantees
How banks translate asset value into recognized collateral for contingent issuance. Covers underwriting, security, legal documentation, economics and lender downside analysis.
Private Credit & Acquisition Finance
PIK Toggle Debt in Private Credit
Allowing borrowers to switch part of interest from current cash payment to capitalized principal. Covers underwriting, security, legal documentation, economics and lender downside analysis.