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Referral Partners & COIs

Your clients need capital.
We handle the advisory.

MidLink Capital Advisors works with accountants, attorneys, wealth advisors, and other professionals on a formal, documented referral basis. When a client you introduce closes their financing, we take care of you — in writing, from day one.

Become a Referral Partner See how it works
Who We Work With

Built for professionals who
advise business owners.

If your clients include middle market companies — and those companies ever need capital — this arrangement was designed for you.

CPAs & Accounting Firms
You're already in the room when your clients make financial decisions. When capital needs arise, MidLink handles the debt advisory end — you stay the trusted advisor.
  • Public accounting firms
  • Private CFO advisors
  • Fractional CFOs
  • Tax advisors
Business & Transactional Attorneys
Your clients come to you for M&A, commercial transactions, and restructurings — all of which often require debt capital. MidLink packages and places it while you handle the legal work.
  • M&A counsel
  • Corporate attorneys
  • Commercial lawyers
  • Restructuring counsel
Financial Advisors & Wealth Managers
Business-owning clients have both personal wealth and business capital needs. MidLink handles the commercial debt side — your advisory relationship stays intact and grows.
  • Wealth advisors
  • Family office advisors
  • Private bank RMs
  • RIAs
Insurance Brokers & Risk Advisors
Commercial clients who trust you with risk management often need growth capital, acquisition financing, or credit facility optimization. MidLink is a natural extension.
  • Commercial brokers
  • Risk consultants
  • Employee benefit advisors
Business Brokers & M&A Advisors
Acquisition transactions almost always require debt capital. When your buy-side client needs acquisition financing, MidLink structures and sources it — keeping your deal on track.
  • Business brokers
  • Lower middle market M&A
  • Deal intermediaries
Consultants & Other Advisors
If you work closely with middle market business owners in any capacity — strategy, operations, turnaround, or technology — your clients will eventually need capital.
  • Management consultants
  • Turnaround advisors
  • Strategic advisors
How It Works

Simple. Documented.
Paid at closing.

Four steps from introduction to payment — no ambiguity, no chasing, no administrative overhead on your end.

01
We Sign a Referral Agreement
Before any referral activity begins, we execute a formal COI Referral Agreement documenting the fee arrangement, referral process, and confidentiality obligations. Everything in writing.
02
You Make the Introduction
When a client has a financing need that meets our minimum criteria (M+), you introduce them to MidLink. We take it from there — handling the entire advisory process.
03
MidLink Handles Everything
Application, data room, screening memo, market sourcing, term sheet collection, and advisory recommendation — we manage the entire process. You stay informed without administrative burden.
04
You're Paid at Closing
When the financing closes, your referral fee is paid promptly per the terms of the agreement. Documented in writing before any work begins — no surprises, no chasing.
Common Questions

Frequently asked by
referral partners.

What is the minimum deal size for a referral?
MidLink Capital Advisors works with transactions of $3M and above. For referrals below $3M, we may be able to point you toward alternative resources or recommend Synzova's AI-based self-service platform for smaller transactions.
Do I need to have any financing expertise to be a referral partner?
Not at all. Your role is simply to make the introduction. We handle the entire advisory process from application through closing. All you need is a relationship with business owners who have capital needs of M or more.
When and how am I paid?
Referral fees are paid promptly upon closing of the financing. The specific fee percentage and payment terms are documented in the Referral Agreement we execute before any referral activity begins. There are no upfront costs or fees to participate as a referral partner.
Will you take over my client relationship?
No. MidLink's role is strictly capital advisory. We handle the financing process and return the client to you. Your relationship with the client is entirely your own — we never cross into your professional lane or compete with your practice.
What financing types do you cover?
The full commercial capital spectrum: C&I revolvers, term loans, ABL, acquisition finance, sponsor-backed deals, CRE bridge and construction, SBA 7(a) and 504, USDA, private credit, direct lending, mezzanine, factoring, fund finance, and specialty structures.
Become a Referral Partner

Ready to work together?

Complete the form and we'll reach out within one business day to execute the COI Referral Agreement and get you set up.

Partner Registration.
We'll reach out within one business day to finalize the COI Referral Agreement.
No cost to join. Referral terms documented in writing before any activity begins.
You're registered.
Thank you. Our team will reach out within one business day to execute the COI Referral Agreement and get you set up. Questions? Email partners@midlinkcapital.com