REFERRAL PARTNERS
A Disciplined Private-Credit Resource for Your Clients
Jannu Capital helps trusted advisers evaluate financing situations, prepare companies for lender review, and coordinate targeted private-credit processes while protecting the originating relationship.
Principal Amount
$2.5M to $50M+
Underwriting Profile
Cash-flow, asset-based, venture, esoteric, and Real Estate
Company Size
Lower-middle and middle market
Company Ownership
Privately-owned and sponsor-backed
Geography
United States and Canada
Financing Questions Often Extend Beyond the Adviser's Core Mandate
A client may require acquisition financing, refinancing, working capital, asset-supported debt, or a more flexible capital structure without having an internal debt capital markets team.
Jannu provides focused financing analysis and process support while allowing the originating adviser to remain informed and appropriately involved.
Our Network of Referral Partners
CPAs & Accounting Firms
- Public accounting firms
- Private CFO advisors
- Fractional CFOs
- Tax advisors
Business & Transactional Attorneys
- M&A counsel
- Corporate attorneys
- Commercial lawyers
- Restructuring counsel
Financial Advisors & Wealth Managers
- Wealth advisors
- Family office advisors
- Private bank RMs
- RIAs
Insurance Brokers & Risk Advisors
- Commercial brokers
- Risk consultants
- Employee benefit advisors
Business Brokers & M&A Advisors
- Business brokers
- Lower middle market M&A
- Deal intermediaries
Consultants & Other Advisors
- Management consultants
- Turnaround advisors
- Strategic advisors
Clear Roles, Controlled Communication, and No Unnecessary Distribution
Initial Screening
We review the financing need and determine whether the situation appears appropriate for further assessment.
Defined Communication
We establish how the client, referral partner, and Jannu will communicate before the process begins.
Targeted Engagement
Lender outreach is focused on relevance and conducted only after the company approves the information and approach.
Ongoing Visibility
The referral partner can remain informed at an appropriate level, subject to the client's instructions and confidentiality requirements.
Your Introduction Is Recognized
When a referral partner introduces a company that is seeking private credit financing and that company goes on to engage Jannu Capital, Jannu Capital offers the referral partner a token of appreciation for the introduction.
Program structure and terms are still being finalized and are not published here. Contact Jannu Capital directly to learn more about how the incentive works.
RELATIONSHIP PROTECTION
The Referral Should Strengthen Client Trust
Jannu does not seek to replace the client's attorney, accountant, banker, consultant, or other trusted adviser.
Our role is limited to financing strategy, readiness, lender selection, and process coordination. Professional responsibilities remain clearly defined throughout the engagement.
The client relationship remains yours. The financing process remains disciplined.
When a Conversation With Jannu May Be Useful
- Acquisition or add-on financing
- Refinancing or approaching debt maturity
- Growth or capital-expenditure financing
- Working-capital or liquidity requirements
- Asset-supported or complex financing needs
- Companies receiving inconsistent or limited lender feedback
A preliminary discussion does not create an engagement or guarantee that financing is available.
Independent Advice. Independent Professional Responsibilities.
Jannu Capital does not provide legal, tax, accounting, investment, or credit approval services.
Each professional remains responsible for advice within their field. Prospective lenders independently conduct underwriting, propose terms, and approve or decline financing.