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Capital Markets Services

Navigating complex capital structures to fuel your business growth

Lions Financial provides independent advisory to help firms evaluate, structure, and secure the right capital solutions. We act as your strategic partner from initial modeling to final execution.

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When Clients Typically Come to Us

Capital markets can be opaque and intimidating. Most of our clients reach out when they hit a specific inflection point:

  • Growth or Acquisition: You are planning a major expansion or buyout but aren’t sure which capital stack minimizes dilution.
  • Refinancing Pressure: Existing debt facilities are maturing, or current covenants are restricting your operational freedom.
  • Lender Fatigue: You’ve received conflicting terms from various institutions and need an objective party to “translate” the fine print.
  • Market Uncertainty: You need to know if your current cost of capital is competitive or if better alternative structures exist.

What This Service Involves

We act as an independent financial advisor—not a lender. Our role is to sit on your side of the table to analyze your financial health and connect you with the most efficient capital sources.

  • What we do: We provide the analysis, the strategy, and the project management needed to secure debt or equity.
  • What we don’t do: We do not provide the capital directly. This independence ensures our advice is biased only toward what is best for your balance sheet, not what is best for a specific bank’s portfolio.
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Independent Advisory

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Financial Health Analysis

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Capital Source Strategy

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Debt & Equity Structuring

How We Support Clients

1. Strategy & Planning

  • Capital Modeling: Debt and equity scenarios.
  • Feasibility Review: Cash flow sustainability.
  • Risk Review: Rate and covenant risks.
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    2. Financing Execution

  • Market Mapping: Matching your business with suitable lenders.
  • Term Review: Comparing offers and true capital cost.
  • Lender Materials: Preparing documentation lenders require.
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    3. Transaction Support

  • Stakeholder Coordination: We work alongside your legal and tax teams to support seamless integration.
  • Closing Management: We streamline the due diligence process to help prevent “deal fatigue.”
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    Our Advisory Approach

    At Lions Financial, we don’t believe in “one-size-fits-all” financing. Our approach is defined by:

    • Fiduciary Mindset: We prioritize your long-term solvency over short-term transaction speed.
    • Clarity over Hype: We provide realistic expectations regarding market conditions and your firm’s leverage capacity.
    • Integrated Perspective: We look at how new capital affects your entire financial picture, including tax implications and ownership goals.

    Who This Service Is Designed For

    This service is ideal for established entities looking for professionalized capital management:

    • Middle-Market Companies: Revenue-generating firms looking to scale.
    • Private Equity Groups: Seeking independent deal-level financing support.
    • Family Offices: Looking for institutional-grade analysis for their portfolio companies.
    • Acquisition Entrepreneurs: Individuals or groups buying a business via M&A.

    Note: This service is generally not intended for seed-stage startups without revenue or distressed entities seeking emergency bankruptcy financing.

     

    What Working Together Looks Like

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    Step 1 — Initial Consultation

    A deep dive into your current financials and future goals.

    Step 2 — Strategy & Evaluation

    We build the models and determine the best path forward.

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    Step 3 — Market Coordination

    We approach selected capital partners and manage the bidding process.

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    Step 4 — Execution Support

    We stay by your side through due diligence until the funds are wired.

    Engagement Structure

    We believe in alignment. Our engagements are typically structured as:

    • Advisory Retainers: For ongoing strategic planning and modeling.
    • Success-Based Fees: A portion of our compensation is often tied to the successful closing of a transaction.
    • Project-Based: Specific, one-time deep dives into capital restructuring.

    Frequently Asked Questions

    No. We are independent advisors. This allows us to search the entire market for the best rates and terms rather than pushing you toward a single internal product.

    Both. We maintain relationships across the spectrum, including traditional banks, credit unions, private debt funds, and institutional investors.

    Ideally, 6–12 months before you need the capital. Early engagement allows us to “clean up” financials and position the company for the best possible valuation or interest rate.

    Yes. We often perform “Second Opinion” audits on term sheets to ensure our clients aren’t leaving money or flexibility on the table.

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    Discuss Your Situation

    Every engagement starts with understanding your goals and evaluating whether we are the right fit. Let’s explore how a disciplined capital strategy can protect and grow your business.

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    LIons Financial

    Ariel Tavor

    Principal

    Ariel Tavor is the Founder and Principal Managing Director of Lions Financial. His agenda for Lions Financial is to provide his clients a service that maintains the highest professional value. Specializing in the Business-to-Business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management. Ariel works with CEO’s, Capital Investment funds, and Boards of Directors where he advises his clients in matters of Executive compensation, Business Plan Design, Mergers & Acquisitions, Due Diligence, and Asset Financing.

    Ariel has 10 years of experience in the financial services industry. He has worked in insurance and investment companies to analyze client’s financial and make suggestions on allocations based on defined objectives as well as maintaining long term relationships. Ariel’s comprehensive experience has allowed him to work closely with CEOs of companies and their executive teams from diverse industries such as trucking, hospitality, commercial real estate, Insurance, manufacturing, and technology. He has helped lead companies through the challenging decisions around – Buy-Sell Agreements, Deferred Compensation, Employee Group Benefits, Succession Planning, Mergers and Acquisitions, Valuations, and Business Sales.

    Ariel currently oversees their family office investment group and sits on the Board of Directors of several companies and real estate developments. Their Investment group controls a portfolio of companies in multiple industries. They collaboratively have holdings in companies specialized in – Automotive Distribution- Real Estate Asset Management- Corporate Travel- Ink Mailing Manufacturing, E-Commerce, Financial Services, Management Consulting, Enterprise Technology, and Food Concepts. In recent years there has been a transition into fund allocation towards limited partnership investments in Venture Capital, Private Equity, and REITS within individual underwriting opportunities.

    TOP 40 UNDER 40

    Leadership Recognition

    Ariel Tavor is the founder and principal managing director of Lions Assurance Financial. His agenda for Lions Assurance Financial is to provide his clients a service that maintains the highest professional value. Specializing in the business-to-business market has allowed proficient expertise in providing ongoing consulting services in the focus areas of business advisory, capital markets, and risk management.

    TOP 100 PEOPLE IN FINANCE

    Industry Recognition

    Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family owned businesses, and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and speciality finance firms.​

    Exeleon

    Leadership & Business Feature

    What is the fundamental difference between a buoyant company and a not-so-good one, when all the factors are the same?
    The reply is simple- expeditious actions. It is the outcome of the ability to form an idea about the situation, find a perfect response,
    and then act accordingly. And all that, without an iota of hesitation. Companies that belong to the second group are known to lack this decisiveness, which sprouts from an absence of clarity in vision or rather the faculty of processing the steps mentioned above.​

    The Silicon Review

    50 Smartest Companies of the Year

    An effective risk management consultant will help individuals and organizations evaluate their risks and develop a plan to counter their losses. Risk management is a complex process, and there is no one-size-fits-all process that all consultants can use. However, there are certain conventional methods that a consultant will use to help you protect your organization from risk. A risk management consultant should be capable of identifying the unique risk that your business is exposed to and carefully evaluating the scenarios. One of the most critical steps in the risk management step is to discover and list all the expected and unexpected risks. There are various advisory firms that can help you mitigate risk and take care of your business’s financial aspect, but one firm that stands out from the rest is Lions Financial. The company is an independent financial services & business advisory firm based in New York. In conversation with Ariel Tavor, Managing Director of Lions Financial. Lions Assurance Financial is a highly successful, independent business consulting and wealth management advisory firm that focuses on three key areas of the financial industry: business advisory, capital markets, and risk management. The experienced team at Lions Assurance Financial focuses on serving the business and wealth management needs of privately owned business generating 3-50 million in revenue including independent business owners, family-owned businesses and business partners. Lions Assurance Financial works with capital providers including investment banks, private equity firms, venture capital firms, capital advisory firms, accredited investor platforms, commercial banks, and specialty finance firms.