Capital Advisory & Deal Packaging
Capital Advisory
Securing financing is not simply about finding a lender.
It is about presenting a transaction in a way that lenders can understand, evaluate, and approve.
Many transactions fail long before reaching the credit committee because the structure, documentation, or financial narrative is incomplete.
MCS Capital works with sponsors to prepare transactions for the capital markets before lenders are approached.
Deal Packaging
Our deal packaging process transforms borrower information into a professional capital presentation that lenders can quickly evaluate.
This typically includes:
• transaction summary and capital request
• borrower financial overview
• asset or business analysis
• supporting financial documentation
• capital structure recommendations
The result is a financing package that communicates the opportunity clearly and professionally.
Why Deal Packaging Matters
Lenders evaluate hundreds of opportunities every month.
Transactions that are presented clearly, professionally, and with the right structure are significantly more likely to move forward in the credit process.
Deal packaging helps ensure your opportunity is taken seriously by the capital markets.
Capital Advisory Engagements
MCS Capital may work with clients on:
• transaction strategy
• capital structure advisory
• deal packaging and presentation
• lender introductions where appropriate
Our goal is to help sponsors approach the capital markets prepared, positioned, and aligned with lender expectations.
Most Deals Don’t Fail Because They Are Bad Deals
In many cases, financing opportunities fail not because the underlying transaction is weak, but because the deal is presented incorrectly to the capital markets.
Lenders evaluate hundreds of transactions ...
Capital Review Process
MCS Capital reviews financing opportunities for business owners, real estate investors, and operators seeking capital for growth, acquisitions, or real estate transactions.
If you are evaluating a financing opportunity, you may ...
Is Your Deal Ready for Capital?
Before approaching lenders, every financing opportunity must answer a few fundamental questions.
Many transactions fail because sponsors approach the capital markets before the deal is properly structured.
The Capital ...
How MCS Capital Prepares Deals for the Capital Markets
Financing is rarely secured simply by contacting lenders.
Successful transactions are typically the result of careful preparation, clear structure, and professional presentation before lenders are ...
Example Lender-Ready Deal Package
See how MCS Capital prepares financing opportunities for the capital markets.
Why Deal Packaging Matters
Lenders evaluate hundreds of financing opportunities every month. The way a transaction is structured and presented often determines whether it moves forward in the credit process.
MCS Capital works with sponsors to prepare professional financing packages that clearly communicate the opportunity, the capital structure, and the repayment strategy lenders expect to see.
Example Components of a Lender-Ready Deal Package
- Transaction overview
- Capital request summary
- Sponsor background and experience
- Financial statement summary
- Asset or business analysis
- Capital structure and repayment strategy
- Supporting documentation
Preview of a Deal Presentation
Below is a sample preview illustrating the type of professional presentation lenders receive during the financing review process.
Example preview of a lender-ready deal presentation
Prepare Your Deal for the Capital Markets
If you are evaluating a financing opportunity, MCS Capital can help structure the transaction and prepare a professional financing package before approaching lenders.
Example Lender-Ready Deal Package
See how MCS Capital prepares financing opportunities for the capital markets.
Typical lender-ready packages include 15–25 pages of structured transaction analysis.
Typical Deal Package Structure
Executive Summary
High level overview of the opportunity including capital request, borrower background, and financing structure.
Capital Request
Loan amount, use of proceeds, purchase price or project cost, and proposed capital structure.
Sponsor Overview
Borrower background, experience, track record, and ownership structure.
Financial Summary
Key financial metrics, revenue history, operating performance, and projections.
Asset / Business Analysis
Detailed overview of the asset or operating business supporting the financing request.
Repayment Strategy
Clear explanation of how the financing will be serviced and repaid.
Preview of a Deal Presentation
Below is a sample preview illustrating the type of presentation lenders review during the financing process.
Sample lender-ready deal presentation preview
Prepare Your Deal for the Capital Markets
If you are evaluating a financing opportunity, MCS Capital can help structure the transaction and prepare a professional financing package before approaching lenders.
Start the Conversation
If you are evaluating a financing opportunity or preparing a transaction for the capital markets, MCS Capital can help you assess the capital strategy and determine next steps.
Submit the information below and our team will review your inquiry.
