Strategic Debt Advisory | Capital Solutions by VistaNova M&A Partners

Overview – What We Do

Access to capital is critical for growth, acquisitions, and ownership transitions. At VistaNova M&A Partners, we advise mid-market businesses on structuring and helping secure debt financing solutions.

While we do not broker securities or act as a licensed dealer, we specialize in preparing businesses for financing success - from building lender-ready materials to introducing you to the right debt financing partners. Our goal: help you approach lenders with clarity, professionalism, and a compelling case for financing.

Financing Types We Advise On

Acquisition Financing

We help businesses structure and secure debt financing to acquire other companies. Our advisory covers assessing leverage capacity, building lender-ready materials, and presenting a compelling case for value creation. Whether you’re pursuing bolt-on acquisitions or strategic expansion, VistaNova M&A Partners ensures your financing strategy aligns with growth objectives and positions you for favorable terms.

Management Buyout (MBO) Financing

We advise management teams on structuring debt financing to transition into ownership. Our process includes financial modeling, lender presentations, and market outreach, ensuring you approach the right lenders with confidence. We highlight the strength of your team, company outlook, and long-term value creation to support a successful MBO.

Refinancing & Recapitalization

We help companies restructure existing debt to lower costs, improve cash flow, or unlock liquidity. Our advisory process benchmarks current facilities against market terms, builds a strong refinancing case, and prepares lender-ready materials. The result: a capital structure designed for stability, flexibility, and future growth.

Capital Stack Restructuring

Optimizing your mix of senior, subordinated, and mezzanine debt is essential for resilience. We evaluate your capital stack, run scenario analyses, and design a balanced financing structure that reduces risk and maximizes flexibility. Our lender-ready materials highlight repayment capacity and value drivers.

Venture Debt

For high-growth companies, venture debt offers non-dilutive financing alongside equity. We help founders and management teams prepare financial cases that highlight recurring revenue, growth potential, and market positioning. With our advisory, you can access capital that extends your runway while protecting ownership.

Equipment & Asset Financing

We advise businesses on financing machinery, vehicles, and technology assets through facilities that align repayment with asset lifecycles. Our process positions your company as a strong candidate for favorable terms, ensuring capital investments support productivity, modernization, and long-term growth.

Working Capital Facilities

Revolving credit lines and receivables financing provide flexibility to manage short-term cash needs. We help businesses analyze cash flows, prepare lender packages, and identify suitable partners. Our goal: secure facilities that smooth operations, reduce liquidity stress, and fuel expansion.

Mezzanine & Subordinated Debt

We guide businesses in using mezzanine and subordinated debt to support acquisitions, recapitalizations, or MBOs. Our advisory highlights repayment strategies and business fundamentals that appeal to lenders, helping you secure capital that bridges funding gaps while minimizing equity dilution.

Project & Infrastructure Financing

For energy, utilities, or large industrial projects, we advise on structuring financing aligned with long-term cash flows. From financial modeling to risk analysis, we prepare lender-ready cases that demonstrate viability and sustainability, giving lenders confidence in project success.

Why Work With Us

Independent & Objective

We represent your interests - not the lenders - ensuring unbiased and conflict-free advice.

Deep
Expertise

With global corporate finance and M&A experience, we bring analytical rigor and strategic insight to every engagement.

Lender-Ready Preparation

We craft compelling financial packages and lender presentations that strengthen your negotiating position.

Global Network
Access

Connections to banks, private credit, and specialty lenders across North America and Europe broaden your financing options.

Our Process

Our structured debt advisory process ensures you are fully prepared, strategically positioned, and supported at every step - from defining your financing needs to securing the right terms with trusted lenders.

Strategic Debt Advisory

Initial Discovery & Alignment

Understand business objectives, capital needs, and current financing structure.

Financial Analysis

Review historical performance, forecasts, and key credit metrics.

Financing Strategy Development

Identify suitable structures (term loans, revolvers, mezzanine, asset-backed) tailored to your needs.

Preparation of Lender Materials

Build a professional CIM, lender presentation, and data package.

Market Outreach

Identify and discreetly approach relevant lenders (banks, private credit funds, specialty lenders).

Term Sheet Support

Assist in reviewing offers, negotiating key terms, and aligning structure with business goals.

Closing & Ongoing Advisory

Support through finalization of documentation and advise on future capital strategy.

Frequently Asked Questions (FAQs)

Do you arrange loans directly with lenders?

No. VistaNova M&A Partners provides independent advisory services and does not broker or sell financial products. Our role is to prepare your business, structure the financing strategy, and introduce you to suitable lending partners. This ensures you approach lenders with a compelling case and the confidence to secure favorable terms.

What types of businesses benefit most from debt advisory?

We primarily advise mid-market companies with revenues of $5M+ that are pursuing acquisitions, management buyouts, growth initiatives, or refinancing. Our process is tailored to businesses across industrial, services, technology, healthcare, and other sectors looking to unlock value through well-structured financing strategies.

How is your advisory different from a bank?

Banks and lenders provide financing, but they represent their own interests. As an independent advisor, VistaNova M&A Partners represents yours. We compare options across multiple financing sources, build compelling lender presentations, and guide negotiations to ensure your financing aligns with your strategic objectives - not the lender’s priorities.

How long does the debt advisory process take?

The timeline depends on the complexity of your financing needs. Typically, initial preparation and strategy development take 2-4 weeks, while lender outreach, negotiations, and closing can range from 6-12 weeks. We work to streamline the process while ensuring each step - from analysis to term sheet review - is thorough and value-driven.

What are your fees for debt advisory?

Our fees are structured to reflect the scope and complexity of each engagement. In most cases, we charge a combination of a fixed advisory fee and a success-based component upon closing. This ensures alignment - we are committed to delivering results that create real value for your business.

Whether you’re preparing for an acquisition, a management buyout, or a refinancing, our debt advisory services help you approach lenders with confidence and clarity.

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Strategic Debt Advisory for Growth, Buyouts & Transactions