Acquisition Bridge

Secure portfolio-backed liquidity to complete time-sensitive acquisitions—without selling core holdings.

What it’s for

  • Closing a transaction (company stake, asset, fund interest) on a fixed timetable.

  • Providing certainty of funds while permanent financing is arranged.

  • Avoiding disruption to long-term positions or crystallising tax events.

How it works

  • Credit is secured against eligible marketable securities in your portfolio (not the target asset).

  • Draw only what you need, when you need it; interest accrues on drawn balances.

  • On completion or refinancing, proceeds are used to repay and release the draw.

  • Advance rates, collateral quality and concentration limits determine available capacity.

Why clients use it

  • Speed & certainty: Execute on opportunity windows with committed liquidity.

  • Continuity: Maintain strategic exposures and compounding in your core portfolio.

  • Flexibility: Short-tenor funding that adapts to settlement dates and refinancing plans.

Key considerations

  • Market risk: Declines in collateral value can trigger margin calls requiring additional assets or partial repayment at short notice.

  • Leverage risk: Borrowing amplifies losses as well as gains.

  • Eligibility: Asset criteria, issuer and sector limits, and haircuts apply; documentation and verification are required.

  • Costs: Interest on drawn amounts; where relevant, incremental custody, brokerage, or FX charges.

For wholesale clients only. Availability subject to eligibility, collateral criteria and risk assessment.

Important: Volans does not provide personal financial advice. The information on this page is general and does not take into account your objectives, financial situation or needs. You should seek independent financial, legal and tax advice before acquiring any Volans product or facility. Our services are available exclusively to wholesale clients as defined under the Corporations Act 2001 (Cth). Securities-based lending involves significant risks, including margin calls, forced sale of assets and the amplification of losses. Ensure you understand these risks before proceeding.