FG Capital Advisors structures and executes debt transactions for middle market operating companies, sponsors, acquirers and asset owners seeking institutional financing.
Select a debt structuring engagement, a complete lender preparation mandate, or full placement and execution support through financial close.
Middle market debt transactions frequently require more than a lender introduction. The financing request must be sized correctly, structured around sustainable repayment capacity, supported by an appropriate security package and presented in a form that institutional lenders can underwrite.
FG Capital Advisors offers three defined engagement levels covering the principal stages of a professional debt process: structuring, lender preparation, and full placement and execution.
For companies that have identified a financing requirement and require a professional debt structure before approaching lenders.
For borrowers preparing to approach banks, private credit funds and other institutional financing counterparties.
Full structured debt advisory from initial underwriting and packaging through lender distribution, negotiations and financial close.
Fees shown apply to the defined advisory scope. Material changes in transaction complexity, multiple jurisdictions, restructuring, extensive bespoke modelling or additional workstreams may require an amended engagement. Legal, accounting, valuation, technical, insurance and other third-party costs are separate.
| Scope | Tier 1 Debt Structuring |
Tier 2 Lender Package |
Tier 3 Placement & Execution |
|---|---|---|---|
| Financial review | Included | Included | Included |
| Debt capacity analysis | Included | Included | Included |
| Facility structure | Included | Included | Included |
| Security analysis | Included | Included | Included |
| Financing memorandum | — | Included | Included |
| Lender materials | — | Included | Included |
| Data room organization | — | Included | Included |
| Lender targeting | — | — | Included |
| Lender introductions | — | — | Included |
| Placement process | — | — | Included |
| Term sheet negotiations | — | — | Included |
| Closing support | — | — | Included |
| Professional fee | USD 22,500 | USD 60,000 | USD 105,000
+ 3% success fee |
Senior term debt, revolving facilities, growth capital, working capital facilities and other financing supported by operating cash flow.
Direct lending, senior secured credit, unitranche, subordinated capital and transaction-specific private debt.
Facilities supported by receivables, inventory, equipment, real estate, commodities and other eligible collateral.
Debt for acquisitions, sponsor transactions, management buyouts, add-on acquisitions and acquisition refinancings.
Replacement of existing debt, maturity management, lender transitions, covenant restructuring and recapitalization.
Financing requiring tailored security, cash controls, guarantees, contractual repayment mechanisms or multiple financing components.
Select the engagement, provide the company and financing information, upload the available transaction documents and submit the file. You will then be redirected to FG Capital Advisors' bank coordinates to arrange payment.
The company submits the selected engagement, financing request and available transaction documentation.
The client is directed to FG Capital Advisors' bank coordinates and remits the applicable engagement fee.
Following onboarding and receipt of cleared funds, FG Capital Advisors opens the transaction workstream.
The borrower, financial information, debt requirement, repayment, collateral and proposed facility structure are analyzed.
Tier 2 and Tier 3 engagements proceed through preparation of the institutional lender package and underwriting materials.
Under Tier 3, FG Capital Advisors manages targeted distribution, lender diligence, term negotiations and execution through close.
Tier 1 is intended for middle market companies that have a defined debt requirement but need the financing structure developed before the transaction is taken to lenders.
FG Capital Advisors reviews the financing requirement, financial position, cash flow, existing debt, available collateral and repayment capacity and develops the proposed credit structure around those fundamentals.
Facility amount, debt capacity, tenor, repayment profile, collateral, security, leverage and appropriate financing structure.
A debt structuring memorandum setting out the recommended financing structure and the lender categories most relevant to the proposed credit.
Tier 2 includes the complete debt structuring workstream together with the preparation required to present the transaction to institutional financing counterparties.
Borrower profile, financing request, business performance, use of proceeds, repayment case, security and principal credit considerations.
Relevant leverage, coverage, liquidity, cash flow, debt service, working capital and downside analysis supporting the proposed facility.
Organized transaction materials, supporting schedules, data room structure and preparation for lender underwriting and diligence.
Tier 3 is the full middle market debt advisory mandate. FG Capital Advisors structures the financing, prepares the lender case, selects relevant financing counterparties and manages the placement process.
The mandate continues through lender diligence, commercial negotiation, term sheet comparison and borrower-side coordination toward financial close.
Lenders are selected according to transaction size, structure, industry, geography, collateral, leverage, currency, tenor and execution requirements.
FG Capital Advisors manages lender outreach, introductions, information flow, follow-up and financing counterparty discussions.
FG Capital Advisors supports term sheet evaluation, commercial negotiation, diligence coordination and financing execution through close.
Select the appropriate engagement tier, submit the company and financing information and upload the available transaction documentation. You will then be redirected to FG Capital Advisors' bank coordinates to arrange payment.
Tier 1 covers debt structuring, including the financing requirement, debt capacity, facility sizing, structure, tenor, repayment profile, collateral, security and relevant lender categories.
Tier 2 includes the complete Tier 1 scope plus preparation of the financing memorandum, lender materials, financial analysis, supporting schedules, data room structure and diligence preparation.
Tier 3 includes structuring, lender preparation, lender targeting, controlled distribution, introductions, lender diligence, term sheet comparison, commercial negotiations and execution support through financial close.
The 3% success fee is calculated in accordance with the executed engagement agreement on the applicable financing amount committed or funded through the mandate.
No. Lender targeting, introductions, active distribution and financing execution are included in the Tier 3 mandate.
Yes. The engagement form allows the company to provide a secure data room or cloud document link where the transaction file is already organized.
No. FG Capital Advisors provides structured debt advisory, transaction preparation and capital placement services. Financing counterparties make their own independent lending decisions.
No. The engagement fee compensates FG Capital Advisors for the professional services included in the selected mandate. Financing remains subject to lender underwriting, diligence, documentation and final credit approval.
Legal, accounting, valuation, technical, insurance, collateral, regulatory and other third-party costs are separate unless expressly included in the applicable engagement agreement.
Disclosure. FG Capital Advisors is not a bank, direct lender, broker-dealer, investment adviser, insurer or custodian of client funds. Structured debt advisory services are provided on a professional-services basis and do not constitute a financing commitment. All financing remains subject to independent lender underwriting, due diligence, KYC, AML, sanctions screening, legal review, collateral review, documentation and final credit approval. FG Capital Advisors does not guarantee financing approval, pricing, terms or financial close.
Schedule a paid consultation, suitable for carbon credit mandates and broader capital-raising discussions via this link.
For trade finance enquiries, please begin by submitting our brief application at this form.
FG Capital Advisors is a corporate finance advisory firm focused on private credit solutions for trade-related businesses, climate and environmental projects, and companies operating across the mining and metals sector.
We apply disciplined commercial and technical review to each opportunity and support clients in preparing transactions that can be assessed by regulated lenders and professional investors.
Where mandates are approved, we coordinate structuring, documentation, and communication among counterparties so that transactions can move from indicative terms to closing on a clear timetable.
Any participation by affiliated vehicles is considered separately, in line with their investment policies and applicable regulatory requirements.
Securities transactions conducted through GT Securities, Inc. Member FINRA, SIPC
This website is publicly accessible, yet the offerings are restricted to accredited investors and qualified institutional buyers. All material terms and disclosures are set out in the private placement memorandum and the subscription agreement. Services are provided by FG Capital Advisors through relevant entities, depending on your specific situation and regulatory requirements. Click here to download our business capability statement.
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