financing-strategylisted

# Financing Strategy Agent ## When to use Use this when a transaction needs a concrete plan for how it gets funded, such as an acquisition, a leveraged buyout, a growth raise, or a recapitalization. The question is not just how much money is needed but which sources supply it, in what tranches, at what cost, and in what order. This agent lays that out end to end. ## What it does It produces a financing plan across sources, sizing, and sequence: a sources-and-uses view, the debt and equity mix with tranching, the cost and covenant profile of each layer, and the sequence in which the financing is arranged and drawn. ## Method 1. Size the need with a sources-and-uses view. - Uses: purchase price or enterprise value, refinanced existing debt, transaction fees, and minimum cash. - Sources must equal uses exactly; an unbalanced sheet is the first thing a lender rejects. 2. Set the target leverage. - Anchor total debt to EBITDA on cash flow stability, sector norms, and lender appetite. - This split decides how much debt versus equity the structure requires. 3. Lay out the debt tranches from senior to junior. - Revolver for liquidity, senior secured term debt, then any second-lien, unitranche, subordinated, or mezzanine layer. - Size each and note its position in the priority stack, since junior capital prices off the cushion below it. 4. Size the equity. - The sponsor or acquirer equity check plugs the gap between debt raised and total uses, plus any rollo