About Us
For nearly 25 years, Cafferty & Company has specialized exclusively in guiding management teams through the complexities of the debt capital markets. We design and execute strategic market processes that deliver tailored financing solutions—securing the capital needed to extend runway and fund innovation while prioritizing the preservation of equity. By aligning each raise with our clients’ broader capital strategy, we provide the continuity and disciplined execution required to navigate every phase of growth as a trusted, long-term partner.
How We Drive Success
Expertise
Since 2002, Cafferty & Company has advised exclusively in the debt capital markets, navigating cycles, complex structures, and countless negotiations. That depth of experience gives our clients an objective edge in securing the right financing and earning stakeholder confidence.
Stewardship
We guide leaders through high-stakes financings with a hands-on, customized approach that aligns executives, board members, and funding partners. By providing an unbiased market response, we help teams make confident decisions while staying focused on building the business.
Trusted Partner
Transactions matter, but so do relationships and integrity. We build long-term relationships with our clients and capital providers, continually strengthening those connections as market dynamics shift and the active lender landscape evolves. Rather than taking a “cast a wide net” approach, we develop a shortlist of optimal lending partners for each requirement, ensuring an efficient, highly effective process today while safeguarding viable options for future financing requirements.
Successful Outcomes
Our success is defined by the outcomes we deliver: well-structured transactions, aligned stakeholders, and repeat engagements. With the vast majority of our clients returning for follow-on requirements, we adopt a strategic, long term view when architecting the current market process while staying mindful of future capital needs that may evolve.
Expertise
Since 2002, Cafferty & Company has advised exclusively in the debt capital markets, navigating cycles, complex structures, and countless negotiations. That depth of experience gives our clients an objective edge in securing the right financing and earning stakeholder confidence.
Stewardship
We guide leaders through high-stakes financings with a hands-on, customized approach that aligns executives, board members, and funding partners. By providing an unbiased market response, we help teams make confident decisions while staying focused on building the business.
Trusted Partner
Transactions matter, but so do relationships and integrity. We build long-term relationships with our clients and capital providers, continually strengthening those connections as market dynamics shift and the active lender landscape evolves. Rather than taking a “cast a wide net” approach, we develop a shortlist of optimal lending partners for each requirement, ensuring an efficient, highly effective process today while safeguarding viable options for future financing requirements.
Successful Outcomes
Our success is defined by the outcomes we deliver: well-structured transactions, aligned stakeholders, and repeat engagements. With the vast majority of our clients returning for follow-on requirements, we adopt a strategic, long term view when architecting the current market process while staying mindful of future capital needs that may evolve.
Our Story
Cafferty & Company was founded in 2002 to address a critical gap in the debt capital markets. We believe companies seeking debt financing deserve access to niche expertise and a true advocate – an independent advisor solely focused on securing the best financing outcome on their behalf.
“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 