Empanelled with 50+ banks, NBFCs & credit funds across India View partners →
Services & Financial sector · Promoter holdings, PE platforms

Debt advisory for Family Offices & PE Sponsors.

Promoter funding against listed and unlisted holdings, acquisition finance for PE-led buyouts, holding-company structures, and fund-of-funds debt. India's most discreet debt advisory segment.

₹100 Cr+ mandates Discreet, NDA-first Listed + unlisted structures
WORKING CAPITAL TERM LOANS PROJECT FINANCE STRUCTURED DEBT ECB NCD SERVICES & FINANCIAL FAMILY OFFICES & PE SPONSORS SECTOR

How does BIG LOANS work with family offices and PE sponsors?

BIG LOANS arranges debt for two distinct but related client types: family offices managing promoter wealth across multiple holdings (listed shares, real estate, operating businesses, PE investments), and PE sponsors doing leveraged buyouts and platform acquisitions in India. Common mandates: promoter funding (loan against listed / unlisted shares for stake consolidation, IPO bridge, personal liquidity); acquisition finance for PE-led buyouts (senior + mezz packages); holding-company term loans structured around dividend / interest income; and fund-level debt for AIFs themselves.

Section 01 — Family Offices & PE Sponsors debt landscape

Most discreet, most bespoke segment.

Family offices and PE sponsors are the most discreet debt-advisory segment in India. Mandates often involve confidential M&A, sensitive promoter situations, or family settlements requiring extreme discretion. NDA-first is the standard operating procedure.

Structuring is highly bespoke — promoter funding against pledged shares, holding-company loans secured by dividend / interest income, acquisition financing for PE-led buyouts of operating companies, and fund-level debt for AIF funds themselves. Lenders are concentrated — specialized NBFCs and AIF credit funds dominate this space, with banks participating selectively.

AIF market
INR 10L Cr+ AUM
Family offices
300+ active
PE buyouts (2024)
USD 50B+
Discretion level
Highest
Section 02 — Common funding situations

When family offices & pe sponsors businesses approach us.

Common funding situations for family offices and PE sponsors.

01

Promoter stake consolidation

Buying out co-promoter, PE investor, or family member. Loan against existing pledged shares + sometimes additional collateral.

02

PE-led LBO

Leveraged buyout of target company. Senior + mezz package, 60-70% debt, 30-40% sponsor equity. ₹500-3,000 Cr+ tickets.

03

Pre-IPO promoter liquidity

Promoter accessing personal liquidity 6-12 months before family business IPO. Bullet repayment from IPO proceeds.

04

Holding-company term loan

Term loan to promoter HoldCo secured by HoldCo's investments. Repayment from dividend/interest income.

05

AIF fund-level debt

Debt at AIF level for capital call bridge, NAV facility, or fund warehousing. Specialized fund-finance structures.

06

PE platform add-on acquisition

Add-on acquisition by an existing PE platform — funded by debt at platform level, secured by combined business cash flow.

Section 04 — Lender appetite

Specialized, relationship-driven.

Family office and PE debt is dominated by specialized AIF credit funds and select NBFCs. Banks participate selectively.

01

AIF Cat-II credit funds (primary)

Edelweiss, Kotak Special Situations, Brookfield India, Apollo India, KKR Credit, Bain Credit, ASK — primary lenders for promoter funding and PE acquisition finance.

02

Specialist NBFCs

Loan-against-shares specialists, family-office-focused NBFCs.

03

Private banks (selective)

HDFC, ICICI, Axis, Kotak — selective for top promoter families and AAA-rated holding companies.

04

Foreign banks (private banking)

Selective participation in promoter funding through their private banking and wealth management divisions.

05

Single-family offices

Larger family offices sometimes participate as co-lenders or in specific deals where they have direct knowledge of the situation.

Section 05 — Our process

How family offices & pe sponsors mandates close.

Same 5-stage process for any large-ticket corporate debt mandate, applied to family offices & pe sponsors specifics.

01

Discovery & sector diagnostic

NDA, then a short call to understand the business model, key financial drivers, capital need. Sector-specific risk factors mapped early.

Week 1
02

Structuring & lender shortlist

Optimal facility mix, tenor, security. Lender shortlist tuned to sector appetite — banks for vanilla, NBFCs / AIFs for specialty structures.

Week 2 – 3
03

IM + lender outreach

Sector-grade Information Memorandum, financial model, market analysis. Pitched to shortlisted lenders in parallel.

Week 3 – 8
04

Competing term sheets & sanction

Multiple sanctions negotiated in parallel on pricing, covenants, security. Final lender(s) selected.

Week 8 – 12
05

Documentation & drawdown

Loan agreement, security creation, CPs satisfied, drawdown. Sector-specific compliances (RERA, FEMA, SEBI, etc.) handled along the way.

Week 12 – 16
Section 06 — FAQ

Family Offices & PE Sponsors debt — FAQs.

RBI regulates banks' capital market exposure with sub-limits per borrower (currently 40% of net worth aggregate). SEBI also restricts use of bank funds for IPO subscription. Most banks therefore have small dedicated promoter-funding desks; AIF credit funds dominate.
Acquisition SPV created by PE sponsor; senior debt 50-65% from bank syndicate; mezz 15-25% from AIF credit fund; sponsor equity 20-30%. Post-acquisition, SPV merges with target making target's assets security. RBI prescribes minimum 25% sponsor equity.
Yes — specialized lenders provide capital call bridge facilities, NAV-secured lines, and warehousing finance for AIFs. Lender universe is narrow — primarily foreign banks via GIFT City IFSC and select Indian NBFCs.
Critical. Family office and PE deals often involve confidential M&A, sensitive family situations, or promoter buy-outs. NDA-first is standard. Information flow is tightly controlled. Lender selection considers reputation for discretion alongside pricing.
Family Offices & PE Sponsors mandate?

Let's structure your family offices & pe sponsors funding.

Share a one-page brief on your business and funding need. We respond within one working day with feasibility, structuring and lender shortlist tuned to your sector.

BIG LOANS BIG LOANS

Bigger Support, Brighter Future. India's specialist debt advisor for ₹100 Cr+ corporate funding mandates. Pan-India. Confidential. Senior banker-led.

Contact

BIG LOANS is the trade name of [Legal Entity Pvt. Ltd.], CIN: [xxx], registered at [address]. BIG LOANS is a debt advisory and loan facilitation firm. It is not a bank, NBFC or any other lending institution registered with the Reserve Bank of India, does not accept public deposits, does not lend money on its own books, and does not issue any loan, credit facility or financial product directly. All loans, limits and credit facilities are sanctioned, disbursed and serviced solely by the relevant banks, NBFCs, AIFs and other regulated lenders, in accordance with their internal policies and applicable RBI / SEBI / IRDAI guidelines. BIG LOANS is empanelled as a Direct Selling Agent / Channel Partner with various banks and NBFCs and may earn sourcing fees from such lenders for successful disbursements. Any borrower fees are governed exclusively by a written engagement letter. Information on this website is general in nature and not financial, legal or tax advice. Please consult your CA / advocate before acting.

© 2026 BIG LOANS Capital Advisors. All rights reserved.