Lender Education

Run a full lender education process to support your M&A sell side process.

Maximise bidder engagement

Give potential bidders confidence that strong financing terms can be achieved by providing access to preliminary debt terms early in the process.

Help bidders achieve best possible financing terms

Enlarge potential lender universe and increase competition among lenders. Maximise bidder access to financing and lenders with relevant industry expertise and risk appetite.

Increase deal execution speed

Approach lenders before bidders do, so lenders are already familiar with the asset when bidders reach out to them.

Support better financing outcomes

A well-executed lender education process can help achieve better financing terms for bidders and, in turn, higher valuations.

Trusted by leading clients

The Leverest platform streamlines our financing processes by eliminating manual, non-value-added tasks while delivering real-time insights into financing status for deal team members. The Leverest team is deeply committed to innovation, consistently implementing improvements at an impressive pace.

FSN Capital
Christian McCarty

Christian McCarty

Manager Capital Markets at FSN Capital

Delighted to partner with Leverest and access their bespoke, market-leading tools and immense database.

Oliver Sutter

Oliver Sutter

Partner at McDermott

Leverest has been changing the way Private Markets work with their technological approach, and it was a natural fit for us to get closer to them. As both our technologies evolve, the experience for a sponsor or lender will become even more seamless, which is very exciting.

Clément Couloumy

Clément Couloumy

Senior Director at Altrium

Working with Leverest has been a fantastic experience. The deal management tool is already saving us a significant amount of admin work, and the portfolio module is becoming a central hub for all our debt portfolio data. What really sets Leverest apart is the team: responsive, proactive, and genuinely committed to building the best solution together with their clients. We're glad to be part of that journey.

Capital Markets Director

Mid-market PE firm

Everything you get with Leverest

Lender Intelligence & Marketplace

Reach the lenders bidders cannot. Access 2,000+ active lenders and match them to the asset by industry, structure and appetite. Bring in specialized lenders with real expertise in the sector, far beyond what any single bidder reaches alone.

Learn more about Lender Intelligence & Marketplace
Leverest Marketplace and Lender Universe
The lender market is scanned for this deal, the lenders that fit are ranked by relevance score and the top three form the shortlist
Discover our network of external service providers via our curated 3rd Party Directory and collaborate with proven experts

Workflow Management

Run the process in parallel without delays. Approach lenders in parallel with efficient NDA, release letters and Q&A management. Management presentations, documents and lender communication stay in the deal context, cutting process management time by up to 90%*.

Learn more about Workflow Management
Deal Cockpit for professional process management - Direct communication with Lenders via built-in Q&A & Deal Chat Tool
Leverest platform screenshot of deal invite with data supported selection of parties and with proprietary algorithm forecast relevance score of lenders based on individual asset criteria
Leverest platform screenshot of efficient QAA management avoiding double answering

Termgrid

Turn lender interest into marketing material. Collect indicative term sheets from every lender in one structured view. Compare pricing, leverage and covenants side by side, then include the best offers in the M&A marketing materials shared with bidders.

Learn more about Termgrid
Leverest platform screenshot of instant term-sheet comparison and simplified term negotiation

Win more sell-side mandates

Offer a full lender education process without an in-house debt advisory team and compete head-to-head with larger advisors. Shape the credit story with lenders first and give bidders confidence that strong financing is there from day one.

*Based on customer analytics.