Advisor Financing
M&A Loans – buy other firms, finance employee ownership
Fispoke provides flexible financing solutions for mergers and acquisitions, empowering firms to scale strategically. Whether you’re buying another firm or facilitating employee ownership transitions, our tailored loan structures make complex deals simple. With competitive rates and advisor-focused support, we help you close confidently.
Shareholder Dividend Financing – to provide distributions / dividends to existing shareholders
Enable liquidity for existing shareholders without disrupting your firm’s operations. Fispoke’s dividend financing solutions allow timely distributions while preserving capital efficiency and growth potential. Our streamlined process ensures quick access to funds with minimal complexity.
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M&A Loans – buy other firms, finance employee ownership
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Shareholder Dividend Financing – to provide distributions / dividends to existing shareholders
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Preferred Loan amounts: $4-25mm.
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Target 50% Loan to Value using 3x revenue valuation
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10 yr Repayment
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7 yr Maturity
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Fixed rates topically between 7-8%
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Buy ins for Junior partner of up to 50% ideally
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Buyouts with 100% financing if the unlevered incumbent is more than 2x value relative to target