ALTERNATIVE

INVESTMENT FUND

BORROW · INVEST

FLEXIBILITY

In our world, common sense prevails over checkboxes, narrow thinking creates broad opportunities, and flexibility circumvents rigidity. We take a holistic approaching to understanding credit and think creatively to structure around transaction risk. We can offer a borrower multiple credit products from our series fund or partner with investors to syndicate transactions.

SPEED

We bypass bureaucratic processes that do not play a role in risk assessment to minimize execution time without compromising risk management. Our efficient closing timelines allows us to accommodate borrowers with bridges to longer terms senior facilities and capitalize on opportunities where time is of the essence and traditional lenders can’t meet the deadline.

CREATIVITY

Our flexible credit products both in type and structure are bound only by the breadth of our creativity. The process of approaching multiple lenders each with a narrow credit box results in an arduous mix and match process fraught with uncertainty and delays. By closing multifaceted transactions inhouse we drawn on our creativity to combine certainty with attractive terms.

EFFICIENT ACCESS TO PRIVATE CAPITAL
FOR BORROWERS

Drawing on decades of experience, representing hundreds of commercial borrowers, and navigating the credit requirements of both traditional and non-bank lenders has helped us develop a deep understanding of the challenges and pitfalls of securing credit with favorable terms. We established this fund to address the inefficiency in private credit markets and serve borrowers in a manner few lenders can. Our structure, experience, and processes are designed to deliver flexibility, speed, and creativity, to efficiently address the commercial credit needs of middle-market borrowers.

Borrow

DEAL FLOW

Decades of experience taking hundreds of credits to market was forged by cultivating deep relationships with deal sources that have stood the test of time by delivering on commitments. We have expanded credit relationships with borrowers as they have grown and navigated through challenges with them hand in hand. Our network delivers repeat business from borrowers, intermediaries, and advisors.

CREDIT ANALYSIS

Special situations require rigorous analysis and meticulous assessment of risk factors that are not readily served by typical financings. We put our experience and credit skills to work to unlock value and opportunity in situations that require a discerning understanding of the business drivers that are beyond the scope of a traditional lenders credit process.

DIVERSIFICATION

Given a low correlation to other fixed income investments, private credit assets may create valuable diversification benefits. In comparison to benchmarks for treasuries, high yield, and aggregate corporate bond indexes, alternative lending may also offer a lower standard deviation of returns improving risk adjusted performance.

EFFICIENT ACCESS TO PRIVATE CREDIT
FOR INVESTORS

Our credit products are adapted to institutional investors, family offices, and insurance companies that want exposure to private credit assets. We are industry-agnostic and focus on specific opportunities where we see value. Our established referral network sources a variety of credit products from factoring, sub-debt, senior, bridges, and SBA 504 loans, to equipment leases. Our fund structure is designed to provide the flexibility to co-invest in a single large asset or diversify across series in a variety of products.