Solutions
Asset-Based Lending & Refinancing for PE-Backed Companies
Sponsors and management teams need capital that fits the business, not a bank’s template. We run a competitive process across banks, private credit funds, and specialty lenders for senior secured and asset-based facilities.
Start a Confidential ConversationWho it’s for
- Private equity portfolio companies
- Founder- and family-owned operating companies
- Specialty finance and lending platforms
- Sponsors planning a refinancing or add-on
What we arrange
- ABL refinancing
- Senior secured term loans
- Acquisition and growth financing
- Recapitalizations and preferred equity take-outs
Collateral we work with
- Receivables and inventory
- Equipment and hard assets
- Owned real estate
- Enterprise value
Why work with an advisor
Independent, borrower-side advice from first conversation to closing.
A wider lender pool
Banks, private credit funds, BDCs, and specialty lenders, screened for fit before outreach.
Competitive tension
Multiple lenders compete on pricing, structure, and certainty.
Less management time
We prepare materials, run diligence requests, and keep the process moving.
No lender conflicts
We are paid only by the borrower, so our advice stays independent.
How it works
Competitive, efficient, and borrower-aligned.
Profile
Define objectives, constraints, and the collateral picture.
Prepare
Build a blind teaser and memo, and match lenders in MAMM.
Go to market
Confidential outreach to the lenders you approve.
Term sheets & close
Compare offers, negotiate, and manage closing.
Frequently asked questions
Do you work with sponsors directly?
Yes. We work alongside sponsors and management teams, and the process runs on your timeline.
What kinds of deals do you see?
ABL refinancings, senior secured facilities, acquisition financing, recapitalizations, and take-outs of expensive capital such as accruing preferred equity.
How are you paid?
Only by the borrower, on a success basis. We take no compensation from lenders.
How long does it take?
Term sheets typically arrive in 4–6 weeks, depending on how quickly diligence materials are ready.
Preferred Equity Take-Out for a Mortgage Lender
Collateral: company-level assets. Use: retire high-cost accruing preferred stock.
Read the case study →Working CapitalFacility for an International Asset Management CEO
Collateral: fund interests, private company stakes, and select real estate. Use: recapitalize an operating business.
Read the case study →Talk to us about your situation
Every engagement starts with a confidential conversation.
Start a Conversation