Services

We understand the unique nature of a debt capital raise in context of a broader financing strategy and we pride ourselves on delivering exceptional outcomes and exceeding expectations on each and every client engagement. 

We begin every engagement learning about the specific circumstances at play and work to immediately align on structural objectives that serve to inform each subsequent step of the process. With hundreds of successful transactions closed to date and a keen awareness of the market dynamics, we have developed a robust set of best practices that we use with every client while maintaining an independent view of available solutions.

“If you are even thinking about raising venture debt, Cafferty & Company should be your first stop. Kimberly knows everyone, is hyper-diligent, and will hustle for terms as if she were running your finance team. She has closed two transactions for us so far and we couldn’t be happier with her work.”

Nick Taranto • Co-Founder & CEO, Plated

We were extremely fortunate to have our lead investor introduce us to Cafferty & Company to help us with our debt financing requirements. We have worked with Kimberly and her team on two separate transactions to date and they knocked it out of the park for us both times! With their expertise and invaluable counsel, we were able to find and work with two terrific funding partners at different stages of our growth, who fit our changing needs perfectly. We would highly recommend Cafferty & Company if you are in the market for debt financing at any stage and we look forward to working with them again on any future requirements we may have.”

Mike Nicastro • CEO, Continuity Engine

We were experiencing a strong growth phase post closing our series B round and wanted to explore additional debt financing options so we engaged Cafferty & Company to run the process. Kimberly brought great expertise and efficiency to augment myself and our CFO. This included working directly with our board on structural options, negotiations and execution for $27M in a combined credit line and term note with independent entities. This greatly accelerated our growth and our ability to exploit our first mover advantage.”

Lewis Gersh • CEO, PebblePost

Transactional Expertise

Exceptional expertise. Extraordinary results.