The upfront diligence fee depends on the complexity of the financing structure — here's exactly how it works.
Senior secured/asset-based, revolving credit, or term loan financing.
Mezzanine, subordinated, or unitranche financing — more negotiation and structuring work involved.
| Fee | What it covers | When it's due |
|---|---|---|
| Upfront Diligence Fee | Packaging your financing request into a proper diligence-ready package for lenders — $3,500 for standard structures, $7,500 for complex ones. | At engagement |
| Success Fee | Arranging the financing and supporting you through to closing. | Only if the facility closes |
Simpler, more standardized structures require less negotiation and structuring work than subordinated or unitranche financing — so the diligence fee reflects that. Tell us what you're looking for, and we'll confirm which tier applies before any work begins.
No obligation — we'll walk through your financing need first.