Investment Criteria
Company Size (EBITDA)
Maximum Commitment
Average Investment
$10 mm - $100 mm
Up to $150 mm
$10 mm - $75 mm
Highly Selective Investment Process:
We have stringent underwriting standards focused on relative value, strong credit statistics and a high level of portfolio diversity.
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Initial vetting & structuring
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Early assessment
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Full due diligence
Recent Junior Capital Transactions
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Caldwell & Gregory
Caldwell & Gregory
Lender
- Second Lien Term Loan
Incline Equity Partners
September 2024
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Village Green Holding
Village Green Holding
Lender
- Equity
- Subordinated Note
Center Oak Partners
September 2024
News & Press
Credit Due: Deposit Clamp-Down Will Boost Alternative Lenders
NEW YORK, February 5, 2015 – For some time, US regulators have been discouraging banks from making “risky loans”. Now we’re learning of their concerns about banks taking “risky deposits” as well. There’s no mention yet of any plans to clamp down on giving away free toasters.
Middle Market Lenders Fight to Wear Cargo Pants
NEW YORK, December 22, 2014 – How much direct lending capacity is in the middle market? Welcome to one of the most frequently asked (and most challenging) questions in the world of leveraged lending.
Credit Due: Keeping Pests Under Control
NEW YORK, December 4, 2014 – Cutting through Central Park on our way to a meeting recently, we encountered a worker fiddling with what looked like a centrifuge for uranium enrichment. Somewhat alarmed, we slowed our pace.
1. Includes both junior and structured capital.