MEZZANINE LOAN
PACKAGES FOR LENDERS
Mezzanine financing occupies a unique position within a transaction’s capital stack and is commonly secured by pledged equity interests rather than direct collateral in the underlying property or operating assets. Because of this structure, mezzanine financing documentation frequently includes pledge agreements, control provisions, and coordination with senior lenders. Equity Legal provides lender-side loan documentation packages for mezzanine financing transactions, focusing on the preparation of the legal documents necessary to establish and secure the mezzanine lender’s position. These packages allow lenders to structure mezzanine financing transactions with a clear legal framework governing pledge collateral, enforcement rights, and intercreditor considerations while maintaining predictable legal costs and defined transaction support.
If you are a borrower, please click HERE to review our flat fee packages tailored to borrowers.
MEZZANINE LOAN
TIER I
Mezzanine Loan
Essential Documents Package | $7,500
• Mezzanine Promissory Note
• Mezzanine Loan Agreement
• Pledge and Security Agreement for equity collateral
• Basic guaranty or recourse-carveout guaranty, as applicable
• UCC-1 financing statement preparation
• Authority templates and collateral-delivery checklist
• Closing checklist and signature package
• Two revision rounds on the document set
TIER II
Mezzanine Loan
Closing Support
Package | $10,500
• Everything in Tier I
• Membership-interest transfer powers and pledged-equity delivery checklist
• Recognition or consent templates tied to the pledged collateral
• Basic subordination acknowledgment or affiliate-debt subordination document
• Collateral-chain and entity-authority review
• Up to 5 attorney hours through closing
TIER III
Mezzanine LoanComprehensive
Package | $14,500
• Everything in Tier II
• One basic intercreditor agreement with the senior lender, or one senior-lender consent package
• Expanded equity-enforcement document package
• Additional control documents and closing coordination
• Enhanced post-closing checklist
• Up to 10 attorney hours through closing
These lender-side flat-fee packages designed to bring structure and predictability to private financing transactions. Instead of forcing every loan closing into a fully open-ended hourly engagement, these packages give lenders a defined document scope, two rounds of revisions, and—depending on tier—dedicated attorney time through closing. The packages are built for Florida transactions and are particularly well suited to private lenders, debt funds, family offices, and active individual lenders that want a repeatable legal product. The process generally is as follows:
Step 1: Intake and deal structure review.
Step 2: First draft of the lender-side document set.
Step 3: Two consolidated revision rounds.
Step 4: Closing support in line with the selected tier.
Step 5: Signature package and closing coordination through the scheduled closing.
You can add these on to any of the packages at our reduced rate:
Additional Attorney Hours: $2,500 per 10 hours
Additional Document: $1,250 per document
Additional Borrower: $500 per additional borrower
Additional Guarantor: $500 per additional guarantor
Additional Revisions: $1000 per round of revision
Out of Package Scope:
Out-of-scope items include litigation, escrow, contested workouts, bankruptcy, tax advice, securities advice, regulatory opinions, syndication/participation documentation, multi-state collateral, agency/GSE/CMBS forms, and heavily negotiated intercreditor or subordination disputes unless specifically included in the package.