Mezzanine Programme

Flexible subordinated debt,
decisively structured.

Indicative terms within five business days. Drawdown within two to six weeks. No credit committees that take months. No minimum fund sizes that exclude smaller deals.

R3 – R20m Loan Range
80% Combined LTV
24 – 28% Base Rate
19 – 22% Rate w/ Kicker

Loan Terms

What we offer.

The complete commercial framework. All terms are indicative and subject to credit assessment, independent valuation, and formal documentation.

Loan SizeR3 million – R20 million
Term12 – 24 months
Base Rate24% – 28% per annum (no equity kicker)
Rate with Kicker19% – 22% per annum where equity participation is agreed
SecuritySecond registered bond + personal surety from borrower
Combined LTVMaximum 80% (senior debt + mezzanine combined)
Asset TypesIndustrial · convenience retail · mixed-use · selective office
Origination Fee1.5% – 2.0% of loan amount, payable on drawdown
Equity KickerOptional: 15% – 25% participation in equity uplift at exit above agreed base value
ExecutionIndicative terms within 5 business days · drawdown 3 – 6 weeks from application

Optional Structure

The equity
kicker.

Where borrowers prefer reduced cash interest during the hold, we offer a structured equity participation right. Cash rate drops from 24–28% to 19–22%, in exchange for 15–25% of equity value above an agreed base at exit. Aligned incentives.

Scenario Asset Exit Value Senior Debt Equity Pool Kicker (20%)
Conservative
R33.7m R16m R17.7m R1.5m
Base Case
R38.2m R16m R22.2m R3.2m
Bull Case
R42.4m R16m R26.4m R5.1m

Illustrative scenarios for an R10m mezzanine loan over a 2-year hold. Kicker income is received in addition to all contractual interest payments during the loan term.

Capital Structure

Why experienced
investors use mezzanine.

Mezzanine is not a last resort — it is a deliberate tool to amplify equity returns without diluting ownership. The same R25m industrial acquisition, structured three different ways.

Item All Equity Senior Only Senior + Mezz
Purchase Price
R25m R25m R25m
Senior Debt (60% LTV)
R15m R15m
Mezzanine (20% LTV)
R5m
Equity Required
R25m R10m R5m
Exit Equity (Base)
R35m R20m R15m
Exit MOIC
1.40× 2.00× 3.00×

Senior debt assumed at prime + 1.5% (≈11.75% p.a.), mezzanine at 26% p.a. Illustrative only.

Execution

Our process.

Five steps from one-page summary to drawdown. We respond to every submission — with terms or a clear decline.

01

Deal Submission

Send a one-page deal summary. No formal application required at this stage.

02

Indicative Terms

We respond with indicative terms or a clear decline within 5 business days. No cost, no commitment.

03

Due Diligence

Independent valuation (at borrower's cost) and financial review. Typically 2–3 weeks.

04

Credit Approval

Credit committee decision within 3 business days of receiving complete documentation.

05

Legals & Drawdown

Loan agreement and second bond registered. Drawdown on registration. 1–2 weeks from approval.

Intermediary Programme

For brokers
& intermediaries.

We work alongside the South African intermediary community — not around it. Your client relationship is always protected.

1%

Referral Fee

1% of loan amount paid on drawdown to all registered intermediaries on successfully closed transactions.

5 days

Indicative Terms

One-page summary → indicative terms within 5 business days. No cost. No commitment from you or your client.

100%

Relationship Protected

We never approach your client directly without your explicit permission. The relationship you brought is the one you keep.

Submit a Deal

Send a brief property and borrower overview to deals@toviacapital.com