Client Testimonials
“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.
Most importantly, the capital Cafferty secured provided the working capital needed to materially accelerate our growth—exceeding our internal targets—at a time when equity capital was not readily available. The credit package supported a step-change in scale in the first year and positioned the business for continued growth thereafter, while maintaining strong lender relationships and avoiding covenant pressure. Cafferty & Company delivered exactly what we needed: speed, certainty, and a thoughtfully structured debt solution that enabled significant expansion without compromising ownership or long-term strategy. They were a true catalyst for our success.”
Frank Hunt
CFO, Abacus Insights
“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”
Kylie Wright-Ford
CEO, RepTrak
“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 Gorra
Founder & CEO, Rebag
“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.”
Tom Beecher
CFO, Kate Farms
“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.”
Steve Swad
CEO, Ideon
“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.”
Fred Dijols
Founder & CEO, Mixlab
“We were looking to meaningfully extend runway to our next equity round and engaged Cafferty & Company to run our venture debt financing process. The Cafferty team 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.”
Dave Kellogg
CEO, Host Analytics
“If you are even thinking about raising venture debt, Cafferty & Company should be your first stop. The Cafferty team 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.“
Nick Taranto
Co-Founder & CEO, Plated
“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.”
Kelly Conway
CEO, Mattersight
“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 the Cafferty team 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.”
John Nardone
Chairman & CEO, X+1 Solutions
“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. The Cafferty team 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.”
Dean Stevens
CEO, Healthline Networks