Debt & Capital Advisory
We partner with founder-led businesses and institutional mid-market companies, in both the private and public markets, to structure, source and execute the optimal financing through our global network of debt lenders.
The Middle Market Continuum
The size of a borrowing shapes who will lend, how the deal is structured and how the process is run. We work across the full range and know which capital fits each bracket.
Our network runs from boutique credit lenders, family offices and credit unions to development banks, multi-billion-dollar private credit funds, pension funds, insurers and infrastructure funds. We run competitive processes across them to find the best terms.
Typically earlier-stage, high-growth companies raising working capital to grow revenue, or established businesses funding tuck-in acquisitions or refinancing existing debt on better terms as their financials improve.
Established, robust middle-market companies heading into their next phase of growth and toward the upper middle market. This could be M&A-related activity or refinancing less favourable existing facilities.
Companies with significant revenue and healthy EBITDA and margins. Some of our capital providers can finance at this level alone, but these facilities are increasingly structured as syndicated or club deals.
Borrowing brackets shown on a logarithmic scale. Ranges and lenders are indicative.
Core Services
Tailored advice and hands-on execution for businesses across the size spectrum, whether it is the company's first institutional financing or a complex refinancing.
We work with buyers and sellers to raise the right amount and structure of debt for a clean, well-timed acquisition.
We help clients get ahead of debt maturities, renegotiate covenants and restructure facilities to maximize financial flexibility.
We open new sources of capital to fund growth, large capital expenditures and day-to-day liquidity.
Independent, in-depth analysis of your credit profile and leverage, with peer comparisons and a practical financing roadmap.
Financing Solutions
Every borrower has unique needs, and every lender brings its own structuring solutions. We match the two, combining products where it makes sense to build the right capital structure for the business.
The products below are illustrative, not exhaustive.
Top of the capital structure
Junior debt
Tailored to the business
Clients & Sectors
Our clients range from high-growth early-stage companies to established mid-market businesses, across a broad set of industries.
Non-sponsored established companies refinancing, acquiring or growing.
Often raising institutional debt for the first time.
Capital solutions focused on resource, digital, transport and logistics infrastructure builds.
We also take on high-growth companies with a clear path to profitability.
Founder
Founder, MoonWood Financial Solutions
Jason has more than three decades of global capital markets experience, spent at the meeting point of corporate borrowers and institutional capital providers. He has held executive leadership roles ranging from Head of Debt Capital Markets at a major Canadian independent investment bank to Head of Sales and Trading at leading global banks, and has been involved in capital raises totalling more than $100 billion.
In recent years his focus has been the underbanked middle market, where in the last 24 months alone he has personally helped secure close to $1 billion of debt financing for companies across a wide range of industries in North America and Europe.
His background is rooted in structuring, originating and executing complex credit solutions. He began his career trading global bonds at Bear Stearns, where he became the youngest trader in the firm’s history and one of the youngest bond traders globally. He then went on to build international high-yield, private debt, structured credit, and debt capital markets and advisory platforms in London, New York and Toronto. Throughout, the focus has been the same: optimizing debt structures and connecting issuers with the capital they need.
MoonWood Financial Solutions brings that tier-one network, market insight and execution experience to the broad middle market, offering bespoke debt advisory, acquisition financing and capital structure solutions.
Global Bond Trading
Debt Capital Markets
Debt Advisory
Private & Public Credit
High Yield
Leveraged Loans
Structured Credit
Head of Debt Capital Markets
Head of Trading & Sales
Founder
Contact
Reach Jason directly by email or phone. Every conversation is confidential, and there's no obligation to proceed.
