DEBT ADVISORY SERVICES
Unparalleled Expertise. Extraordinary Outcomes.
Unparalleled Expertise.
Extraordinary Outcomes.
Founded in 2002 as the first independent debt advisory firm, Cafferty & Company combines deep market insight and trusted expertise to secure tailored, competitive debt financing solutions that meet each client’s strategic objectives. With disciplined execution and an unbiased approach, we deliver straight answers, bold strategies and extraordinary results for our clients and their stakeholders.
How We Drive Success
Expertise
Decades of focus. Informed advantage.
Stewardship
Clear judgment despite pressure and complexity.
Trusted Partner
Relationships that endure.
Successful Outcomes
Consistently proven and highly repeatable.
The Cafferty Market Process
Refined over decades and hundreds of transactions, our process is designed to drive alignment, efficiencies, competition, and superior outcomes.
Why Companies Choose Cafferty
24 years
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Exclusively devoted to debt advisory
$2B+
database
Total Funding Secured
1000+
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Term Sheets Secured
~65%
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Repeat Engagements
250+
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Transactions Closed
300+
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Unique Lending Partners Engaged
“Having partnered with the Cafferty team previously, we knew the value they bring and this engagement further reinforced their role as true strategic advisors. They seamlessly guided us through a highly complex and dynamic financing process, acting not only as connectors and negotiators but as true partners to the business and fully aligned with our broader capital optimization strategy. Beyond running a disciplined, competitive market process, they helped us architect a multi-lender credit package providing a flexible, scaled solution that expanded our capital access while minimizing dilution. Their partnership was instrumental in achieving an outcome well beyond our initial expectations.”
Matt Michaelson CO-FOUNDER & CEO, Smalls
“Cafferty & Company played a critical role in our success during a pivotal period for our business. This was our first time pursuing a refinancing that included a significant growth element, and from the outset, the financing options and market response Cafferty generated were compelling.
Despite never having worked together before, the Cafferty team quickly mastered our story and executed a disciplined, accelerated process that moved seamlessly from engagement to closing. Their ability to create competitive tension and deliver terms that outperformed our alternatives demonstrated deep lender relationships and strong strategic positioning. The process was efficient, thoughtful, and certain..."
Frank HuntCFO, Abacus Insights
“When it comes to debt financing transactions Cafferty & Company is a must-have. We initially worked on an earlier stage deal and then kept growing the relationship along with the size of the deal. We were very impressed with their capabilities and they delivered every time. The knowledge of the debt landscape and relationships is unprecedented and Kimberly and her team are well plugged into the financing ecosystem, which helped us to be fast and efficient. They are very responsive and provided valuable advice at every stage of the process. They understand the needs of the company and we felt like they were always on our side. We would not do another debt deal without Cafferty & Company and we have and will continue to highly recommend their services at every opportunity.”
Charles GorraFounder & CEO, Rebag













