Map-marker-alt Phone-alt Envelope Linkedin
Contact

Services

Tailored Solutions That Drive Growth and Resilience.

Capital Market Solutions
Our capital market solutions help your company raise capital, minimize risk, and make better decisions.

Debt Solutions

Our comprehensive debt solutions encompass:

  • Unitranche financing
  • Structured equity
  • Mezzanine financing
  • Senior cash flow loans

Our team monitors the debt capital markets in real time and utilizes our in-depth knowledge to give clients a competitive edge.

Equity Placement | Private Placement

Our equity placement solutions let our clients raise capital by selling ownership stakes to pre-selected investors. We leverage our long-standing relationships with institutional investors, banks, and non-bank lenders to find private placement opportunities.

We can help you find synergistic partners who can provide equity while aligning with your long-term financial goals.

Bridge Loans | Debtor-in-Possession (DIP) Financing

Bridge loans allow you to replenish capital quickly, expand faster, and tackle other short-term financial obstacles. Debtor-in-possession (DIP) financing gives clients who have filed for Chapter 11 bankruptcy the chance to restructure their companies while keeping them operational.

We specialize in matching middle-market businesses like yours with the capital market solutions you need to endure temporary financial shortcomings.

Learn More
Bankers Edge Advisory’s loan portfolio solutions help you manage loan portfolio risks.

Forward Flow Arrangements

With forward flow arrangements, you can sell certain assets, including loans, to buyers for cash. These arrangements help with capital-raising efforts while minimizing long-term financial risks.
Forward flow arrangements can empower your company to make smarter business decisions without waiting for assets to mature.

Bulk Loan Sale Advisory

During bulk loan sales, you can sell large numbers of loans to buyers. This can help you raise capital, mitigate risks, and explore new lending opportunities.
Our team can advise you on how to complete bulk loan sales without complications.

Credit Risk Transfers (CRTs)

Credit risk transfers can help you manage your loan portfolios more effectively. They transfer the credit risks associated with certain assets to other entities.
We provide tailored credit risk transfer strategies to minimize your risk exposure.
Learn More
Thousands of mergers and acquisitions take place in the U.S. every year, but not all of them are successful in the long term. Bankers Edge Advisory delivers mergers and acquisitions advisory solutions for financial clients in specific industries.

Banks and Credit Unions

Hundreds of American banks and credit unions merge annually. During bank and credit union mergers and acquisitions, companies deal with due diligence and tech integration challenges.
Bankers Edge Advisory can assist your company in overcoming these challenges to make mergers and acquisitions more seamless.

FinTech and WealthTech

FinTech and WealthTech companies encounter different regulatory and legal challenges than companies in other industries during mergers and acquisitions.
Bankers Edge Advisory’s experienced team is well-equipped to help your company prevail when you run into these obstacles.

Loan Origination Platforms

Loan origination platforms going through mergers and acquisitions often face challenges from the Federal Trade Commission. They can delay these M&As and even stop them from happening.
We are prepared to provide support, expertise, and assistance to help your business overcome these potential obstacles.
Learn More
Our capital market solutions help your company raise capital, minimize risk, and make better decisions.

Debt Solutions

Our comprehensive debt solutions encompass:

  • Senior Secured (1st lien)
  • Subordinate (mezzanine/junior)
  • Unitranche Financing
  • Working Capital Facilities (ABL line of credit)
  • Equipment Financing and Leasing
  • Venture Debt / Growth Financing
  • Real Estate Financing
  • Cash Management Solutions

Our team monitors the debt capital markets in real time and utilizes our in-depth knowledge to give clients a competitive edge.

Equity Placement | Private Placement

Our equity placement solutions enable clients to raise capital by selling ownership stakes to carefully selected investors. Leveraging our extensive relationships with institutional investors, banks, and non-bank capital partners, we identify private placement opportunities that align with your strategic objectives.
We specialize in connecting you with synergistic partners who provide equity while supporting your long-term financial goals.

Bridge Loans | Debtor-in-Possession (DIP) Financing

Bridge loans provide a rapid infusion of capital, enabling you to address short-term financial challenges, accelerate growth, and maintain momentum. For clients navigating Chapter 11 bankruptcy, debtor-in-possession (DIP) financing offers the opportunity to restructure effectively while keeping operations running smoothly.
We specialize in connecting middle-market businesses with tailored capital market solutions designed to overcome temporary financial hurdles and support long-term success.
Learn More
Bankers Edge Advisory’s loan portfolio solutions help you manage loan portfolio risks.

Forward Flow Arrangements

A forward flow arrangement is a structured agreement in which an investor commits to purchasing a predetermined set of loans originated by another party. The terms, including pricing and eligibility criteria for the loans, are established upfront, providing clarity and efficiency for both parties.
This financing model is gaining popularity among fintechs and non-bank loan originators as it offers access to debt capital while they develop their underwriting and servicing capabilities. Without forward flow arrangements, originators often resort to lending from their own balance sheets, which can lead to dilution and limit growth potential.

Bulk Loan Sale Advisory

Bulk loan sales allow you to sell a large portfolio of loans to interested buyers, enabling you to raise capital, reduce risk exposure, and pursue new lending opportunities.
Our experienced team provides expert guidance to ensure bulk loan sales are executed seamlessly, minimizing complications and maximizing value for your business.

Credit Risk Transfers (CRTs)

Credit risk transfers offer an effective way to manage loan portfolios by shifting the credit risks associated with specific assets to other entities.
Our team delivers customized credit risk transfer strategies designed to reduce your risk exposure while optimizing your portfolio’s performance.
Learn More
Each year, thousands of mergers and acquisitions occur across the U.S., but long-term success is far from guaranteed. At Bankers Edge Advisory, we provide specialized mergers and acquisitions advisory solutions tailored to financial clients in targeted industries, ensuring strategic alignment and sustainable outcomes.

Banks and Credit Unions

Every year, hundreds of American banks and credit unions merge, facing complexities such as due diligence, regulatory compliance, and technology integration.
At Bankers Edge Advisory, we specialize in helping financial institutions navigate these challenges, providing expert guidance to ensure a seamless and efficient M&A process.

FinTech and WealthTech

FinTech and WealthTech companies operate in rapidly evolving industries with complex regulatory landscapes, making mergers and acquisitions uniquely challenging. These businesses must address intricate legal, compliance, and operational hurdles while striving to maintain innovation and growth momentum.
Our experienced team is well-equipped to help your company overcome these obstacles, ensuring a smooth and successful transaction process.

Loan Origination Platforms

Loan origination platforms navigating mergers and acquisitions often encounter Federal Trade Commission challenges, which can lead to delays or even derail transactions. At Bankers Edge Advisory, we provide the expertise and strategic guidance needed to address these obstacles, ensuring your M&A process stays on track and aligned with your business goals.
Learn More

Debt Capital Market Solutions | Forging Financial Futures

Backed by over three decades of experience, Bankers Edge Advisory specializes in providing capital market solutions to privately owned middle-market companies, private equity sponsors, and financial institutions. Our customized approach to working with clients and our commitment to excellence make us a partner you can trust.

At Bankers Edge Advisory, we create debt capital market strategies for your business’s financial needs. Our expertise spans various sectors, ensuring you receive solutions designed to drive growth and enhance financial resilience.

Our team is dedicated to maintaining the highest standards of professional excellence. We combine industry-leading knowledge and strategic relationships with capital providers with a commitment to understanding your goals. We’re committed to fostering client relationships grounded in trust and reliability.

(248) 953-5163

Contact Us

Blueprints for Tomorrow’s Triumphs | Debt Capital Market Solutions

By collaborating with Bankers Edge Advisory, you gain access to our reservoir of industry knowledge and experience. Our experts fashion tailor-made strategies that are both innovative and enduring, fostering growth that will withstand the test of time.

We are committed to anticipating future challenges and ensuring you remain at the pinnacle of industry achievement while providing capital market solutions. Contact us today to get started.

Skyscraper view from the ground.
People in business cloths shaking hands.

Need more details? Contact us

We are here to assist. Contact us by phone or email today.
Contact Us
Contact
Services

Securities Products and Investment Banking Services are offered through BA Securities, LLC. Member FINRA SIPC.  Bankers Edge Advisory, LLC and BA Securities, LLC are separate, unaffiliated entities.

Meet Mitch Vermet,

CFA, CAIA
Managing Director
Our other Managing Director, Mitch Vermet, CFA, CAIA, has a decade of experience in institutional asset management and investment banking. He has served as an integral asset within close-knit investment teams responsible for building portfolios and allocating tactical assets for over $30 billion in institutional capital.
Since earning a BA in Economics from the University of Michigan and an MA in Management from the Ross School of Business at the University of Michigan, Mr. Vermet has demonstrated mastery in helping clients manage and structure their balance sheets with strategic asset liability management solutions. He has built a reputation for helping clients strategically manage risk while capitalizing on opportunities across unique macroeconomic scenarios, lending valuable expertise and foresight to clients.  

Mr. Vermet is a member of the CFA Institute and CAIA Association. He is also a Registered Representative of BA Securities, LLC, and a member of FINRA and SIPC.

Appointment With Mitch
Envelope Phone-alt Linkedin-in

Meet Richard Consul,

CFA
Managing Director
Richard Consul, CFA, brings unmatched expertise and experience as one of our Managing Directors. Mr. Consul has over 20 years of domestic and international secondary market expertise as a Senior Portfolio Manager and Fixed Income, Currency, and Commodities Strategist.
Since earning a BBA in Finance and an MSE in Financial Engineering from the University of Michigan, Mr. Consul has served as a dedicated business partner to many corporate, banking, and insurance clients. He has built a reputation for helping clients solve and overcome various complex liquidity, risk management, ALM, and secondary market challenges. 
Mr. Consul has lent his expertise to countless financial publications and platforms, including Asset TV, a renowned video research platform for investment professionals. He is a member of the CFA Institute and has received certifications in Securities Industry Essentials (SIE), Series 82, and Series 63 through FINRA.
Appointment With Richard
Envelope Phone-alt Linkedin-in