Debt Advisory & Capital Solutions

Capital Solutions Assessment

Every financing opportunity is different.

Complete the assessment below and our Debt Advisory & Capital Solutions team will evaluate your objectives, capital structure, and financing alternatives.

Following our review, we determine appropriate financing structures and identify the most suitable capital providers from our nationwide network.

  • Confidential Review
  • No Obligation
  • High Level of Responsiveness

Typical Transactions

Representative Transaction Size

$2 Million –
$250 Million+

Financings are evaluated individually across the lower and middle market.

Representative Financing Situations

  • Working Capital
  • Acquisition Financing
  • Growth Capital
  • Refinancing
  • Recapitalizations
  • Equipment Finance
  • Commercial Real Estate
  • Partner Buyouts
  • Bridge Financing
  • Asset-Based Lending

Our Process

A disciplined path from assessment to capital.

  1. Initial Assessment

    We review your business, objectives, and financing needs.

  2. Capital Structure Review

    Our team evaluates financing structures that best align with your goals.

  3. Capital Provider Identification

    We determine which lenders and capital sources are the strongest fit.

  4. Execution Support

    We help evaluate proposals and coordinate introductions throughout the financing process.

Representative Industries

    Confidential Capital Solutions Assessment

    Contact Information

    Enter your full name.

    Enter your job title.

    Enter your company name.

    Enter a valid business email address.

    Enter a phone number.

    Enter a valid URL, e.g., https://yourcompany.com.

    Company Overview

    Select your industry.

    Select an ownership structure.

    Enter your headquarters location.

    Select years in business.

    Enter annual revenue in dollars.

    Enter trailing-twelve-month EBITDA in dollars (a negative value is fine).

    Financing Request

    Financing Solutions Under Consideration · Select all that apply

    Select at least one financing solution.

    Enter the requested amount in dollars.

    Desired Closing Timeline

    Select a closing timeline.

    Financing Purpose

    Primary Use of Proceeds

    Select the primary use of proceeds.

    Current Capital Structure

    Does the company have existing debt?

    Indicate whether the company has existing debt.

    Enter your current senior lender.

    Enter the approximate outstanding balance.

    Enter the current interest rate.

    Enter the loan maturity.

    Collateral Available · Select all that apply

    Available Financial Information

    Providing documentation is optional but allows our team to evaluate your opportunity more efficiently.

    • Financial Statements
    • Tax Returns
    • Debt Schedule
    • Business Plan
    • Pitch Deck
    • Confidential Information Memorandum (CIM)
    • Letter of Intent (LOI)
    • Purchase Agreement
    • Quality of Earnings Report
    • Financial Model
    • 13-Week Cash Flow
    • Borrowing Base Certificate
    • Accounts Receivable Aging

    Drag and drop files here, or browse

    PDF, Excel, Word, or PowerPoint · Up to 25 MB per file

      All materials submitted are reviewed by our advisory team and treated as strictly confidential.

      Additional Information

      Select an option.

      This acknowledgment is required.

      This acknowledgment is required.

      This acknowledgment is required.

      Our Debt Advisory & Capital Solutions team typically responds upon review of submitted materials.

      Submitting this assessment does not create an advisory engagement or any commitment to arrange financing.

      Thank You

      Your financing assessment has been received.

      A member of our Debt Advisory & Capital Solutions team will review your information and evaluate potential financing structures.

      If additional information is required, we will contact you once our team has reviewed the information submitted.

      Why Companies Choose Regiment

      Independent Advice

      We evaluate financing alternatives based on your objectives — not proprietary lending products.

      Nationwide Capital Provider Network

      Access to commercial banks, credit unions, private credit funds, family offices, specialty finance companies, SBA lenders, and commercial real estate lenders.

      Execution Experience

      Support throughout evaluation, lender introductions, negotiations, and transaction execution.

      Important Disclosures

      This page is for informational purposes only and does not constitute an offer, solicitation, or commitment to lend or to arrange financing. Any financing is subject to lender approval, due diligence, definitive documentation, and market conditions, and no assurance can be given that financing will be available or arranged on any particular terms.

      Our role. Regiment Securities, LLC acts as an intermediary and placement agent in connection with the debt financing services described above. Regiment Securities, LLC is not a lender, does not originate or fund loans, and does not commit its own capital. Regiment Securities, LLC does not act as a fiduciary to any party in connection with these services. References to a lender network do not imply any endorsement by, affiliation with, or commitment from any lender or capital provider, or that financing from any particular source is available.

      Securities and SIPC. Many of the financing products described on this page including SBA loans, equipment financing, working capital lines, asset-based lending, and commercial real estate debt are not securities, and services relating to them are not securities transactions. SIPC protection applies only to the custody of cash and securities at a failed brokerage firm; it does not protect against loss on any financing, investment, or transaction, and does not apply to the loan and debt placement services described here.

      Compensation and conflicts of interest. Regiment Securities, LLC may receive compensation from lenders, capital providers, or clients in connection with introductions or completed transactions. Compensation may vary depending on the lender or capital provider, the type of financing, and the structure or size of the transaction. These arrangements create an incentive for Regiment Securities, LLC to introduce certain lenders or financing structures rather than others. Additional information about Regiment Securities, LLC's compensation and conflicts of interest is available in the Firm Disclosures linked below.

      No legal, tax, or accounting advice. Nothing on this page is intended as legal, tax, accounting, or regulatory advice. Prospective borrowers should consult their own advisors before pursuing or entering into any financing.

      Securities offered through Regiment Securities, LLC, member FINRA/SIPC.