Services / Debt Advisory
02 · Debt Advisory

Debt capital, sourced and structured for your business.

Working capital, equipment, acquisition, and growth financing for middle-market businesses — placed through a competitive process across banks, credit funds, and specialty lenders.

The Mandate

Most owners take the financing their bank offers. A competitive process almost always finds better.

The credit market for middle-market businesses is wider than most owners ever see — banks, credit funds, equipment lenders, and specialty capital, each with a different appetite and price. We act as your capital markets desk: translating your financials into the package lenders underwrite from, taking the ask to the right providers, and negotiating rate, structure, and covenants from a position of choice. You stay focused on running the business; we make the market compete for it.

What we deliver

Working Capital & Revolvers

Credit lines and asset-based facilities sized to your cash cycle — funding growth, seasonality, and day-to-day operations.

Term & Acquisition Debt

Term loans and acquisition financing structured around the cash flows of the business and the deal you're pursuing.

Equipment Financing

Equipment loans and leases that put machines to work without draining the capital the business runs on.

Bridge & Growth Capital

Short-term and specialty credit for the moments between — an expansion, a buyout, a gap the bank won't fund.

Refinancing & Recapitalization

Restructuring existing debt to lower cost, extend term, loosen covenants, or return capital to owners.

Credit Package & Negotiation

A lender-ready package — financials, model, and narrative — and negotiation of rate, structure, and covenants on your behalf.

Our process

01

Assess Capital Needs

Diagnose the business, its cash flows, and what the capital must do.

02

Structure the Ask

Define the right facility, size, and target terms before going out.

03

Build the Package

Prepare the financials, model, and narrative lenders underwrite from.

04

Run the Process

Take the ask to competing banks, credit funds, and specialty lenders.

05

Close & Fund

Negotiate final terms and coordinate diligence through funding.

Raising debt for your business?

Let's talk through your capital needs and what today's credit market will offer.

Request a Confidential Discussion