“I cannot recommend Cafferty & Company’s debt advisory services highly enough. Their expertise was helpful on multiple levels as we sought to replace our existing loan with a larger and more robust senior credit facility to better support our growth. From meticulously evaluating a comprehensive pool of lenders to expertly guiding us through the selection of the finalist, their team’s deep understanding of the market and their steady support proved invaluable. To me, their impact went beyond simply identifying options. Their knowledge of industry norms, negotiation skills, and wisdom and counsel resulted in a deal that exceeded our expectations. We are now solidly positioned for future growth thanks to the strategic debt solution Cafferty & Company helped us secure.”
“We have now worked with Kimberly and her team on two debt transactions and couldn’t be happier with the results. One was in a hot market and the other in a more challenging one but both resulted in great (even better than initially expected!) outcomes for the company. We will continue to use their services as we grow and scale and we highly recommend them to anyone interested in securing venture / growth debt.
The Cafferty team was instrumental in developing the overall strategy and they run an extremely thorough and extensive process taking great care to identify best potential partners in the ecosystem, whether banks or funds. They also advise management on current market terms and what is to be expected for highly valuable context. Overall, we feel very confident about where we landed each time thanks to their services.”
“Cafferty & Company were referred to us by a trusted private equity partner at a time when we needed precise, fast and deeply experienced guidance on debt financing. They exceeded all our expectations in the choices that they brought to the table, the reliable and intelligent decision-making along the way and the responsiveness from start to finish. They were able to handle complexity flawlessly and have the depth of relationships to get deals done which is what matters when liquidity needs are in the way of business growth.”
“We had a great experience working with Kimberly and her team at Cafferty & Company. She knows the market extremely well, and was therefore able to run a really efficient, really effective process for us when we decided to raise venture debt. Kimberly and her team are totally buttoned-up, highly professional, and an absolute pleasure to work with overall. I’d recommend them to any growth company looking to add a debt layer to their Balance Sheet.”
“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.”
“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.“
“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.”
“We were looking to meaningfully extend runway to our next equity round and engaged Cafferty & Company to run our venture debt financing process. Kimberly was able to deliver a robust market response to set the stage and then worked to structure a very compelling combination package which exceeded our expectations across the board. We could not have been more pleased with the result and I would highly recommend Cafferty & Company for any of your debt financing requirements.”
“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.“
“Cafferty & Company was excellent to work with. Kimberly set a high bar and helped us identify and close a significant financing which closely aligned to our needs. She was very easy to work with, and she is thoroughly professional. I would highly recommend Cafferty & Company and will be using them again for any future debt financing requirements we may have.”
“Working with Cafferty & Company for our debt financing was a revelation. Kimberly is an absolute pro who made the process easy for us and got us a much better deal than we could have gotten on our own. Financing’s can be stressful for a management team, but Kimberly immediately put us at ease. It was apparent from the first meeting that she was a true expert, and she let us know each process step, so we always knew what was coming next. I have already recommended her to several colleagues who have also benefited from her expertise.”
“We first attempted to conduct a debt financing directly with the market. We didn’t get the results we wanted. Hiring Cafferty & Company brought us the solution we wanted. Kimberly Cafferty brought the expertise to match our goals with the right set of debt financing companies. But more importantly, she manages the process so effectively that we landed very competitive terms along a timeframe that exactly met our needs. Once the financing is consummated, all sides feel good about the result. And that’s important in debt financing. You want this to be a partnership.”
