M&A Advisors

Bring financing certainty to every sell-side and buy-side process. Give your clients a debt angle without building a debt desk.

Test lender appetite early, at scale

Tap 2,000+ lenders matched to the target by size, sector and structure to gauge financing appetite before it's a bottleneck.

Add a financing workstream to any mandate

Run staple financings and buy-side debt raises on the same platform as the deal, without extra headcount.

Faster financing workstream

Standard workflows and automated tracking make the financing workstream 30%+* faster, next to the rest of the deal.

Higher certainty of close

Lender appetite, terms and status are clear early, so financing is less likely to hold up signing.

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

Leverest Marketplace

  • 2,000+ capital providers, curated and maintained
  • Banks, debt funds, credit opportunity funds, asset-based lenders and more
  • Senior, unitranche, mezzanine, HoldCo PIK, RCF, asset-based and venture debt, up to $1bn+
  • Matched and ranked by the proprietary Relevance Score
  • Third-party directory - DD advisors, legal counsel, loan and security agency
Learn more about Leverest 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

Deal Execution

  • Run the financing workstream alongside the M&A process, with separate access control per party
  • Deal Cockpit - Every lender, every status, one screen
  • NDAs signed and tracked in-platform
  • Data room with automated watermarking and lender traction analytics
  • Q&A and deal chat with every counterparty
  • Term sheets in one structured grid, with mark-ups, change tracking and activity log
Learn more about Deal Execution
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
Leverest platform screenshot of instant term-sheet comparison and simplified term negotiation

Portfolio Monitoring

  • Fully transparent capital structure Every facility, tranche and lender live, with interest, available amount and total debt per lender
  • Covenant monitoring Financial covenants and current capital structure tracked live
  • Interest hedging Hedging positions tracked alongside the underlying facilities
  • Fee tracker Every fee traceable back to the facility clause
  • Connected data room For document exchange
  • Deal Cockpit shared with your lenders Financials, reporting and covenant compliance delivered directly
Learn more about Portfolio Monitoring
Leverest portfolio overview: the portfolio KPIs count up with their sparklines, the portfolio assets come in with their groups, leverage and commitment, and the debt exposure ring sweeps by lender
Leverest capital structure: the lenders of a portfolio company come in one by one while their share of the total debt draws in a ring, with their sub lenders inside it, and the total counts up in the centre
Leverest covenant monitor: the net leverage cap steps down, the actual values come in quarter by quarter with the headroom between them and the delta to the cap, then the chart switches to the DSCR covenant, a floor under the actual values
Leverest fee tracker and interest hedging: the fees by type grow as bars, turn into a pie and re-split by deal stage, then the debt per tranche grows and its hedged part fills in while the hedged amount and its share count up

We provide

Seamless Integrations

Effortlessly connect with your existing workflows, CMS, and tools

Enterprise-Grade Security

We follow rigorous security standards and undergo regular independent penetration testing

Priority Support

Our team of industry experts is always ready to help you resolve issues quickly and effectively

Leverest mobile app icon

Mobile App

Securely access the full power of our platform anytime, anywhere - directly from your mobile device

ISO 27001 Certified

Certified for information security management, ensuring operational excellence and compliance

Data Privacy by Design

Fully GDPR compliant and following U.S. standards for secure data processing and storage

*Based on customer analytics.