Important. Securities activities are conducted under a chaperone arrangement with a U.S. registered broker-dealer. We are not a lender. Any facility is subject to lender approval, KYC and sanctions screening, and definitive documentation.
Business Acquisition Bridge Loans: Placement & Execution
Close on schedule with short-dated bridge capital sized to the deal and the pipeline. We run a bookrunner-style placement that prioritizes speed, controlled conditionality, and clean mechanics for the takeout. Documentation and funds flow are managed tightly from heads of terms to funding.
Why This Model
- Chaperoned and credible. Regulated distribution under a broker-dealer chaperone, with KYC and AML covered.
- Execution first. Short lender list, tight timetable, SunGard-style conditions where feasible, CP checklist ownership.
- Aligned fees. Success-based economics with a modest work fee credited at close. No consulting retainers.
- Market access. Private credit, unitranche clubs, mezzanine and holdco providers, and relationship banks.
Bridge Constructs We Place
- Senior or unitranche bridge with DDTL for add-ons
- Second-lien or mezzanine and holdco PIK where appropriate
- Accordion and incremental capacity sized to pipeline
- Seller notes coordinated with intercreditor terms
Outcome. Certainty of funds, workable covenants, and a clear path to TLB, ABL, ABS, or long-dated private credit takeout.
Process and Term Sheet Control
Timeline
- Weeks 1 to 2. Model sanity, leverage rails, materials, lender list and approach, NDAs, data room live.
- Weeks 3 to 4. Indications to term sheets, structured Q&A, comparative grid across pricing, tests, and flex.
- Weeks 5 and beyond. Commitment papers, definitive documents, CP control, funds flow, closing.
Terms We Push
- Availability at signing and closing with clear DDTL mechanics
- Refinancing flexibility, call schedule, MFN, and portability to takeout
- EBITDA definitions, addback caps, and equity cure language
- Maintenance versus incurrence tests sized to integration
- Debt baskets that scale and practical waiver and consent wording
Request a Bridge Placement Assessment
Share purchase price, EBITDA bridge, timing, and existing debt. We will respond with feasibility, a lender approach, and a timetable to close.
Open Client IntakeDisclaimers. We are not providing legal, tax, or accounting advice. Any financing is subject to independent lender approval and final documentation. Past outcomes do not predict future results.
