Mezzanine Financing

Bridge Equity Gaps and Retain Growth Momentum

Mezzanine Financing

Mezzanine Financing places subordinated debt beneath senior loans but above equity, offering a flexible route to raise capital without surrendering major ownership shares.


By balancing higher risk for lenders with potentially strong returns, it enables you to drive expansions or acquisitions while safeguarding equity positions.

  • LIMITED EQUITY DILUTION:
  • Retain significant ownership while tapping new capital sources.
  • FLEXIBLE STRUCTURE:
  • Adapt interest and warrant terms to align with projected growth.
  • COMPLEMENTS SENIOR DEBT:
  • Layer financing for larger deals without overstraining primary lenders.
  • EXPANSION CATALYST:
  • Launch major initiatives with reduced up-front equity outlay.

Mezzanine Financing

Case Studies

How Mezzanine Financing Powered a Family Business Buyout

Enabled transition without losing control:

  • Preserved founding legacy
  • Balanced cash flow usage
  • Added strategic board insight
  • Increased post-buyout value
  • Maintained cultural continuity

How Mezzanine Financing Fueled a Tech Expansion

Combined minimal equity give-up with sizable capital:

  • Expanded product lines
  • Hired specialized talent
  • Accelerated marketing campaigns
  • Averted dilution pitfalls
  • Attracted complementary partners

How Mezzanine Financing Supported a Healthcare Merger

Complemented senior loans for bigger synergy:

  • Smoothed due diligence hurdles
  • Reduced day-one equity investment
  • Streamlined integration budgets
  • Maintained clinical standards
  • Extended growth runway

Mezzanine Financing provides businesses with an alternative to issuing more stock or taking on overly burdensome senior debt. Ideal for mid-market organizations aiming to finance expansions, buyouts, or new product lines, mezzanine capital typically features an interest component plus potential equity warrants. This structure appeals to borrowers needing substantial funding but wanting to avoid diluting current shareholders. Commercial Finance Partners helps you position your business to attract mezzanine investors by analyzing cash flow projections, growth potential, and risk profiles. We negotiate terms that balance your repayment capabilities with attractive investor returns, ensuring you don’t relinquish excessive control. The result is a strategic infusion of capital—complementing senior loans—that supports transformative initiatives. As your revenue scales, these subordinated obligations can be repaid systematically, preserving ownership stakes and fueling continued upward progress.

Carefully structured debt solutions can be the difference between stagnation and breakthrough innovation. Debt Capital Advisory merges financial modeling with practical negotiations, ensuring each funding route—be it mezzanine, senior, or alternative forms—reflects both your current position and future objectives. By layering capital appropriately, companies can bolster operations, acquisitions, and new product launches without jeopardizing stability. At Commercial Finance Partners, we cultivate holistic strategies that consider market variations, enterprise maturity, and competitive landscapes. We strive for balanced leverage, lower risk, and clear repayment paths. With thorough assessments and proactive communication, we align your debt structure with ongoing transformations. This approach ensures immediate capital needs don’t compromise agility or resilience in the face of emerging opportunities.