Mezzanine financing is a structured capital solution that sits between senior debt and equity. It is typically used to bridge funding gaps, support growth initiatives, or complete acquisitions when traditional senior financing is insufficient.

This product is ideal for well-established businesses or real estate investors seeking to maximize leverage without giving up ownership. Terms are negotiated based on strength of cash flow, collateral, and exit planning.

Strategy for Commercial Clients

Typical Structures

Mezzanine debt is best suited for:

  • Filling capital shortfalls in development or acquisition projects

  • Leveraging existing equity without dilution

  • Supporting recapitalizations or buyouts

  • Enhancing IRR in investment structures

  • Accessing higher leverage without traditional collateral

It is commonly used in real estate development, M&A activity, and portfolio expansion.

Industry Fit

  • Business or project pro forma with demonstrated cash flow

  • Investor presentation or pitch deck

  • Detailed use of funds and repayment plan

  • Subordination agreements with senior lenders

  • Personal financial statements and entity documentation

  • Exit strategy for repayment (refinance, sale, recap)

We ensure structuring aligns with long-term capital goals and is clearly layered to protect all stakeholders.

Related Options

  • Preferred Equity – Alternative to mezzanine with structured returns

  • Senior + Mezz Stack – Comprehensive layered financing

  • Bridge Loans – For short-term execution before permanent capital

  • Construction Loans – When paired with mezzanine to close funding gaps