THE BEILSTEIN GROUP
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Debt & Capital Advisory

Debt Advisory

We help middle-market companies find, structure, and close the right debt financing, with senior advisors at the table from first call to close.

What we do

The right capital, on the right terms

The Beilstein Group helps small and mid-market companies source, negotiate, and close debt financing. Our principals have spent their careers on both sides of the table — running companies and arranging the capital behind them — so we know what lenders look for and how to position a business to win.

We run a disciplined process from first conversation to close: framing the need, preparing materials that lenders respond to, driving a competitive process, and structuring terms that fit the company’s plan. Our interests are aligned with the client, and the goal is simple — the right facility, closed.

How we help
  • Assess capital needs and map the realistic financing options
  • Prepare the lender materials and financial story
  • Run a competitive process across our lender network
  • Structure terms, covenants, and pricing that fit the plan
  • Negotiate and manage the deal through to close
  • Support ongoing lender relationships and reporting

Types of capital we raise

Across the capital structure, matched to the situation.

Senior secured debt
All types
Asset-based lending
Revolving & term
Unitranche & cash-flow loans
Single-facility structures
Mezzanine & subordinated debt
Private placements
Acquisition financing
Buy-side & add-on deals
Working capital facilities
AR, inventory & lines of credit
Recapitalization
Balance-sheet restructuring
Bridge & interim liquidity
Time-sensitive needs
Where we focus

Sized for the middle market

We work with privately held companies where senior guidance makes the difference between a deal that closes and one that stalls.

$5M–$200M
Client revenue we serve
$1M–$50M
Typical facility size
Industries
DistributionManufacturingServicesWholesaleHealthcareRestaurantsFranchisingLogistics

Selected transactions

Representative debt and capital raises across a range of industries and structures.

$95,000,000
Acquisition Funding
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$91,350,000
Taxable Bond Issue
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$80,250,000
Recapitalization
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$30,000,000
Senior Secured Term Debt
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$19,175,000
Balance Sheet Recapitalization
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$15,500,000
Franchise Acquisition Financing
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$14,986,000
Balance Sheet Recapitalization
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$10,000,000
Senior Secured Term Debt
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$10,000,000
Balance Sheet Recapitalization
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$10,000,000
Startup Term Debt
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$10,000,000
Term Debt
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$7,800,000
Project Financing · Debt & Equity
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$7,500,000
Construction Term Loan
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP
$7,500,000
Recapitalization · Project Financing
Exclusive Financial Advisor
The Beilstein GroupTHE BEILSTEIN GROUP

Let’s talk about your next move.

Planning a transaction, raising capital, or strengthening the finance function? We’d welcome a conversation.