Your clients need capital.
We handle the advisory. Let's work together.
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.
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 firmsPrivate CFO advisorsFractional CFOsTax 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.
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 advisorsFamily office advisorsPrivate bank RMsRIAs
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 of your advisory relationship.
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 brokersLower middle market M&ADeal intermediaries
Consultants & Other Advisors
If you work closely with middle market business owners in any capacity — strategy, operations, turnaround, HR, or technology — your clients will eventually need capital. We want to be your referral for that.
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, the referral process, and confidentiality obligations. Everything is in writing.
02
You Make the Introduction
When a client has a financing need that meets our minimum criteria ($3M+), you introduce them to MidLink. A simple email introduction or phone call is all it takes. We handle everything from there.
03
MidLink Manages the Process
We prepare the screening memo, source the market, collect proposals, and guide the client through closing. You stay informed on status throughout — without having to do anything additional.
04
We Take Care of You at Closing
When the financing closes and funds, your referral compensation is calculated and paid per the terms of our agreement. No invoice required — we track it and initiate payment automatically.
Why It Works
Your client gets better capital access. You get paid for the relationship.
You Stay the Primary Advisor
MidLink handles the debt advisory process — not the client relationship. You remain the trusted primary advisor. We are an extension of your service capability, not a replacement.
No Administrative Overhead
One introduction email is all you need to do. MidLink manages intake, memo preparation, lender distribution, proposal collection, and closing guidance. You don't need to track it.
Institutional Quality for Your Client
Your client receives the same quality of capital advisory that large corporations take for granted — institutional screening memos, full market coverage, and a clear advisory recommendation.
Fully Documented from Day One
Every referral arrangement is governed by a signed agreement before the first introduction. The terms, timing, and confidentiality obligations are documented and clear — no ambiguity, no chasing.
Minimum Deal Size $3 Million
MidLink focuses exclusively on middle market transactions of $3M and above across all major financing categories — the segment where institutional advisory genuinely moves the needle for borrowers.
Confidential by Default
Referral arrangements are never disclosed in client-facing materials. Your clients are not made aware of the arrangement. Everything remains strictly between MidLink and you.
Questions
Frequently asked by referral partners.
No. There is no cost of any kind to become a MidLink Capital Advisors referral partner. You sign a referral agreement, make introductions when the opportunity arises, and we handle everything from there.
The referral arrangement is kept strictly confidential and is not disclosed in any client-facing materials. However, referral partners should always comply with their own professional disclosure obligations — particularly CPAs and attorneys whose professional codes may require disclosure. We recommend reviewing your professional standards with your own counsel.
Any transaction that MidLink Capital Advisors successfully closes qualifies — C&I term loans, ABL revolvers, healthcare finance, acquisition finance, fund finance, lender finance, equipment finance, SBA loans, private credit, and CRE bridge financing. The minimum deal size is $3 million. If the client signs an engagement agreement and the financing closes, you are taken care of per our agreement.
The tail period is 12 months from the date of introduction. If you introduce a client and they close financing within 12 months, you are compensated per our agreement regardless of when in that window the transaction closes.
Clients with existing banking relationships are welcome. Many of our borrowers have existing lenders but are seeking additional capital, a refinance, a new credit facility, or access to specialty products their current bank doesn't offer. MidLink can work alongside or supplement existing banking relationships. The engagement agreement addresses any existing relationship nuances clearly.
Get Started
Ready to become a referral partner?
Reach out directly. We'll discuss the arrangement, answer any questions, and have a referral agreement to you within one business day.