Structured & Specialty Finance Advisory

What This Service Is

Structured & Specialty Finance Advisory is designed for transactions that do not fit conventional lending frameworks and require bespoke capital structures, disciplined positioning, and careful execution.

Equis Capital Finance advises on non-standard, high-complexity capital situations where risk profiles, asset characteristics, legal context, or timing constraints fall outside traditional underwriting models.

These transactions often involve layered capital stacks, transitional risk, or special circumstances that demand institutional-grade preparation.

Equis Capital Finance originates and underwrites Structured & Specialty Finance, structuring and placing capital through established institutional and private credit relationships across North America.

What We Advise On

Our advisory scope for structured and specialty finance includes:

Mezzanine and subordinate debt structuring
Preferred equity and hybrid capital solutions
Transitional and high-complexity capital stacks
Capital solutions for non-conforming assets or sponsors
Situations involving elevated execution or market risk
Structuring around asset repositioning, lease-up, or turnaround phases
Capital alignment alongside legal, tax, or restructuring considerations

This work often requires precise sequencing, clear articulation of risk, and careful counterparty selection.

When This Service Applies

This service is typically appropriate when:

Conventional bank financing is unavailable or insufficient
The transaction involves elevated complexity or transitional risk
Capital must be layered across multiple tranches
Asset characteristics fall outside standard underwriting models
Timing or execution constraints require non-traditional solutions
Institutional or private capital scrutiny is expected

In many cases, this advisory follows a capital readiness assessment to ensure the transaction is appropriately positioned before engagement.

What This Service Is Not

To maintain clarity, this service is not:

This work often requires precise sequencing, clear articulation of risk, and careful counterparty selection.

Outcomes

When properly applied, this advisory results in:

Capital structures aligned with non-standard risk profiles
Improved alignment between capital providers and transaction realities
Reduced execution and counterparty friction
Clear understanding of feasibility before market engagement
Enhanced credibility with specialty capital providers

The goal is not access at any cost — it is appropriate capital under defensible terms.

Relationship to Other Equis Services

• Project Navigator™

Commonly used to assess feasibility, identify structural constraints, and determine whether specialty capital is appropriate.

• TECS™ – Transaction Execution & Capital Structuring

Often follows once readiness is confirmed and disciplined execution is required to engage specialty capital providers.

Start With Capital Readiness

Structured and specialty finance rewards preparation and clarity. If your transaction involves
complexity beyond conventional lending, begin with a structured review.

Regulatory & Role Clarification

Equis Capital Finance acts solely as an intermediary and capital advisor. We are not a lender and do not
provide guarantees. All financing is subject to third-party discretion and customary due diligence.

Structured & Specialty Finance Advisory

A Structured Framework for Confidential, Disciplined Capital Execution