M&A Financing
Digital Credit Financing for M&A Transactions
FutureAdvice MSO, powered by AppCrown data infrastructure, connects acquirers and sellers to a curated network of global banking partners — delivering structured credit solutions purpose-built for private markets M&A.
How It Works
Data-Driven Credit, Delivered at Deal Speed
Traditional M&A financing is slow, opaque, and disconnected from the underlying data. FutureAdvice changes that. By leveraging AppCrown's normalized data infrastructure — spanning custodians, alternative platforms, and CRM systems — we give global banking partners the clean, structured deal data they need to underwrite faster and with greater confidence.
Global Banking Network
Backed by Institutional Capital Partners
We work with a select group of global banks and institutional lenders who specialize in RIA and wealth management M&A. Our partners provide senior debt, subordinated financing, and structured credit facilities tailored to the unique characteristics of advisory firm transactions.
Senior Debt Facilities
Competitive senior lending from global banks with deep RIA sector expertise.
Subordinated & Mezzanine
Flexible subordinated structures to bridge valuation gaps and optimize deal economics.
Structured Credit Solutions
Bespoke financing packages designed around the cash flow and AUM profile of the target firm.
Earnout & Rollover Financing
Creative structures that align seller incentives with post-close performance.
The AppCrown Advantage
Clean Data Accelerates Credit Decisions
Normalized AUM and revenue data across all custodians
Automated extraction of client, account, and fee schedules
IC-ready financial packages delivered in 2–4 weeks
Lender-grade data rooms built from AppCrown outputs
Ongoing post-close reporting for covenant compliance
Our Process
From Data Room to Term Sheet
Data Extraction & Normalization
AppCrown ingests and normalizes all financial, client, and operational data from the target firm's custodians and platforms.
Deal Package Preparation
FutureAdvice structures an IC-ready financing package — including AUM analysis, revenue quality assessment, and client retention metrics.
Lender Matching & Syndication
We present the package to our global banking network and identify the optimal capital structure for the transaction.
Term Sheet & Close
Our team coordinates between acquirer, seller, and lenders to drive the financing to a signed term sheet and funded close.
Ready to Finance Your Next Acquisition?
Speak with our M&A financing team to explore how FutureAdvice and our global banking partners can structure the right credit solution for your transaction.