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Investment Banking &
Capital Advisory Services

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Universal Mortgage & Financial Consultants raises equity and debt for public, private, and family-owned companies across 40+ industries. We tailor capital solutions based on each client’s business model, capital structure, and strategic objectives — with a focus on companies generating positive EBITDA and financings ranging from $5 million to $500 million.

Senior-Level Advisory for Growth, Acquisitions & Capital Formation

We provide senior-level advisory on buy-side and sell-side transactions, leveraging an extensive network of corporate and financial buyers to deliver optimal outcomes. Our approach consistently generates competitive processes and premium valuations across all deal sizes.

We structure financings ranging from $5 million to $500 million across a wide range of products — tailoring every solution to each client’s business model, capital structure, and long-term strategic objectives.

Our Investment Banking Services

UMFC delivers institutional-grade capital markets advisory to public, private, and family-owned companies across 40+ industries. We structure tailored solutions based on each client’s unique business model, financial profile, and long-term strategic goals.

Raising Capital

  • Equity and debt capital for 40+ industries
  • Financings from $5 million to $500 million
  • Focus on positive EBITDA companies
  • Public, private, and family-owned companies
  • Tailored capital structure solutions

Mergers & Acquisitions

  • Buy-side and sell-side M&A
  • Strategic advisory and valuation
  • Divestitures and leveraged buyouts (LBOs)
  • Target and buyer identification
  • Deal structuring and negotiation
  • Equity and debt financing support

Structured Finance Solutions

  • 100% acquisition financing structures
  • Senior debt and mezzanine combinations
  • Seller note and equity participation
  • Interest-only and flexible amortization
  • Lender equity participation programs

How Our Investment Banking Process Works

Discovery & Engagement
We meet with ownership and management to understand the business, review financials, assess EBITDA quality, and define the transaction objectives and capital structure goals.
Mandate & Valuation
UMFC develops a detailed valuation, prepares the confidential information memorandum (CIM), and structures the optimal deal approach — whether capital raise, acquisition, or divestiture.
Market Outreach & Lender Engagement
We leverage our extensive network of corporate buyers, financial sponsors, and lenders to run a targeted, confidential process — generating competitive bids and maximizing outcome.
Negotiation, Structuring & Close
UMFC negotiates terms, structures creative financing solutions (including seller notes, equity participation, and bridge facilities), and manages all parties through to a successful close.

Our Capital Markets Platform

UMFC serves public, private, and family-owned companies generating positive EBITDA across more than 40 industries. We structure deals ranging from $5 million to $500 million — combining creative financing with deep lender and investor relationships to deliver results that conventional advisors cannot.

  • Equity and debt across 40+ industries
  • Transactions from $5M to $500M
  • Focus on positive EBITDA businesses
  • Creative structures including 100% acquisition financing

$5M – $500M

Financing range per transaction

40+ Industries

Sector coverage nationwide

Positive EBITDA

Core client qualification

100% Financing

Creative acquisition structures

Buy & Sell-Side

Full M&A advisory coverage

Senior-Level Team

Experienced deal execution

Sample Transaction — Closed Deal

The following is an example of a completed UMFC investment banking engagement, illustrating our ability to structure creative, fully financed solutions for complex business acquisitions.

$9 Million

11-Store Retail Acquisition

New York

$22 Million

Regional Services Company

Buy-Side Advisor

$45 Million

Hospitality Portfolio

Debt Capital Raise

Ready to Discuss Your Transaction?

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