Read the original guide for Fund Launch’s full explanation, current wording and context. These notes select only concepts relevant to buying and financing businesses.

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What this guide adds

  • Direct lenders in the guide lend to operating businesses and emphasize sustainable cash generation, coverage, leverage and enterprise value in underwriting.

  • Sponsor-backed and founder-owned borrowers create different sourcing, diligence and workout responsibilities for the lender.

  • Unitranche can present one borrower facility while allocating different risk internally; it is not automatically senior to a separate mezzanine tranche in every deal.

  • Sey's bank process centers borrower approval and cash needs; the guide adds the lender's credit box, monitoring and restructuring capability.

Connected concepts

Used in the course

These notes are original synthesis and comparisons, not a reproduction of the guide. Securities and fund structures depend on jurisdiction and facts; seek professional legal, tax and compliance advice for a real transaction.