What This Service Is
Equipment & Capital Expenditure Advisory is designed for businesses where equipment, machinery, or large capital investments are critical to operations, growth, or competitiveness.
Equis Capital Finance advises owners, operators, and sponsors on how equipment and capex-related capital should be structured, timed, and integrated into the broader capital stack — without overleveraging the business or constraining future flexibility.
Equis Capital Finance originates and underwrites Equipment & Capital Expenditure, structuring and placing capital through established institutional and private credit relationships across North America.
What We Advise On
Our advisory scope for equipment and capital expenditure includes:
- Capital structuring for equipment acquisitions
- Financing strategies for machinery, vehicles, and specialized assets
- Expansion capex planning tied to growth initiatives
- Sale-leaseback structures for owned equipment
- Alignment of equipment financing with operating cash flow
- Integration of equipment debt within senior and subordinate capital stacks
- Selection of appropriate capital sources based on asset type and risk profile
This advisory focuses on long-term balance-sheet health, not short-term convenience.
When This Service Applies
This service is typically appropriate when:
- Equipment represents a material portion of enterprise value
- Growth plans require significant capital investment
- Equipment purchases strain existing liquidity
- Sale-leaseback structures are being considered
- Traditional unsecured borrowing is insufficient
- Capital providers require asset-level underwriting
In many cases, this advisory follows — or is informed by — a capital readiness assessment to ensure capex strategies are viable and appropriately structured.
What This Service Is Not
To maintain clarity, this service is not:
- Guaranteed equipment financing
- Vendor-driven financing arrangements
- A substitute for operational or utilization discipline
- Short-term leasing decisions without strategic review
Poorly structured capex can limit growth just as much as underinvestment.
Outcomes
- Equipment financing aligned with asset life and utilization
- Improved liquidity and cash flow management
- Reduced strain on senior credit facilities
- Clear understanding of feasibility before market engagement
- Better alignment between growth plans and capital structure
- Enhanced credibility with lenders and capital providers
The objective is sustainable growth through disciplined capital investment.
Relationship to Other Equis Services
• Project Navigator™
Commonly used to assess feasibility, capital structure, and readiness before significant capex or equipment financing decisions.
• TECS™ – Transaction Execution & Capital Structuring
May follow once readiness is confirmed and structured execution is required to engage equipment finance or capital providers.
Start With Capital Readiness
Regulatory & Role Clarification
provide guarantees. All financing is subject to third-party discretion and customary due diligence.