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Unlock Capital with Confidence: Expert Medium Term Note (MTN) Advisory Services: Maximize your business potential with our specialized Medium Term Note (MTN) consulting services. Our experienced team delivers strategic guidance and tailored solutions to help you structure and execute complex debt instruments with precision. Whether you're seeking capital, liquidity, or diversification, we help you leverage MTNs to secure new funding opportunities, mitigate risks, and accelerate growth with confidence.

Medium Term Notes Consulting

Expert Advisory for Strategic Capital Solutions
At Investment Science, we provide specialized Medium Term Note (MTN) consulting services designed to help businesses access capital markets, optimize funding strategies, and manage complex financial instruments with confidence. Whether you're aiming to raise capital for expansion, refinance debt, or diversify funding sources, our experienced professionals are here to guide you through every stage of the MTN issuance process.

What is a Medium Term Note (MTN)? A Medium Term Note is a debt instrument typically issued with maturities ranging from one to ten years, offering flexible terms and investor appeal. MTNs are often used for funding corporate projects, infrastructure, or structured finance transactions. With the right structure and placement strategy, MTNs can provide a scalable and cost-effective source of capital.

Why Choose Investment Science? Our consultants bring deep expertise in the capital markets and a proven track record in structuring MTN programs tailored to your specific goals.
  • Tailored MTN Programs
    We design and implement MTN strategies aligned with your funding objectives, whether for working capital, project finance, or long-term growth.
  • Capital Market Access
    Gain access to a broad network of institutional investors and private placement channels to optimize your note distribution.
  • Risk Mitigation & Regulatory Compliance
    Navigate the legal, regulatory, and operational complexities of MTNs with confidence, ensuring compliance and mitigating issuance risks.
  • Global Reach, Local Insight
    Whether you're issuing notes domestically or internationally, our team provides the insights needed to succeed in diverse market environments.

Benefits of Working with Investment Science
  • Structured Capital Access: Tap into flexible funding alternatives beyond traditional loans.
  • Investor Confidence: Professionally structured MTNs enhance your market credibility.
  • End-to-End Support: From documentation and due diligence to distribution and closing, we provide comprehensive support.
  • Customized Solutions: Our bespoke approach ensures that your MTN offering is strategically aligned with your financial roadmap.

Partner with Investment Science to unlock the full potential of Medium Term Notes as a funding solution.
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                Michael Kelly                   SPOC, SMC, SAMC
Medium Term Note Consultant
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Michael has over a decade of experience working with Fortune 500 firms in various capacities as a banking executive, as well as being an alumnus of The Wharton School. His network spans hedge funds, private equity firms, startups, venture capitalists, and companies that want to be acquired according to your needs. 

Success Stories

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As a member of PMI, I highly recommend Mike as he has guided several senior consulting engagements at IT departments though the Agile transformation process. Mike is tenacious, and his work ethic is second to none. Mike is a subject matter expert in banking, data science tech, and project management. I'm following his company Investment Science and so should you.

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Joe Skarulis

Vice President
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Citigroup, Inc.

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Professional Project/Product Management services.
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Bledi Ismaili

Project Manager 
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​Blueprint Fusion

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Michael posses a great depth of knowledge in project management and finance technology. He played a key role in execution of few project initiatives at IDB. He worked well to complete the project under tight deadlines. He would be a great resource for any organization.

Sanjay Tejankar, MBA

Senior Consultant 
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​Israel Discount Bank

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Michael was my manager at IDB. He was very kind and always went out of his way to help and guide the project team. If you need a problem solved , he will try his best to help you . He is very responsive and a great team player.

Helen Jacubovics

Lead Business Analyst
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IDB Bank

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​Michael is a great project manager and a pleasure to work with. He has been instrumental in leading projects, providing weekly statuses on on-going projects and being a valued consultative advisor on business and technical requirements. On top of his strong technical and business experience, Michael is adept at building and maintaining cohesive relationships with various stakeholder groups. He is a trusted source for Agile, Jira, Confluence and other project management tools and would be an asset to any organization.

Dipal Desai

First Vice President
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Israel Discount Bank

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Why Hire Us?

Relevant Insights

How much is the service?​
The cost can vary depending on the services you need. 
Our consultants charge anywhere from  $80-$200 per hour.

What are you guaranteed? 
Objective consulting without compromise.
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