Financial Services
Advised this private aircraft owner in the sale of thirteen DC9’s to Northwest Airlines.
Secured $125 million equity investment for a specialty finance company providing risk-sharing capital tailored to help emerging asset managers and wealth advisors reach the next level of profitability.
Secured $35 million senior debt facility for credit card provider, designed to move small-dollar loan customers into a more affordable product.
$50 million Senior Debt facility arranged for a 15-year-old national specialty finance company that provides consumer-oriented loans and purchases consumer receivables across a number of consumer sub-categories.
Our special Finance Group introduced a lender with experience across multiple asset classes and with the ability to scale its facility to accommodate the Company’s growth.
Successfully helped our client, an equipment specialty finance company with a focus in the transportation sector, complete an M&A assignment with an undisclosed party.
Arranged a $20MM+ refinancing of a Senior Credit Facility for a national specialty finance company. This specialty finance client has deep experience in working with middle market companies to help provide commercial mortgage capital for complex transactions across multiple property types and geographies.
Arranged $300MM in Debt for a specialty finance real estate lender providing Bridge Financing and 1st Lien loans for construction, commercial and multi-family assets in major urban markets
Secured a debt facility for a U.S. lender providing balance sheet-backed and other capital solutions for U.S. commercial real estate firms from an overseas funding source.
Secured a debt facility for the leading North American provider of private commercial real estate debt financing solutions.
Secured $40 million debt facility to provide growth capital for a supplier of tech-enabled credit products and services, which combine cutting-edge technology and machine learning to transform how people access credit onlin.
Secured $50 million debt facility for specialty finance company which provides factoring services, purchase order financing and domestic and international trade financing in the construction, business service and wholesale industries.
Arranged $150MM credit facility for an institutional caliber litigation finance lender which specializes in originating and underwriting loans that have a first priority claim on all revenues generated by the case collateral.
Arranged a $300MM Credit Facility for a specialty finance company which provides asset and wealth manager around the globe with a capital solutions crafted for their specific needs
Advised Global Aircraft Leasing Ltd, a Caymen Island international aircraft fund, in the extension of two aircraft leases to Virgin Airlines.
Secured $50 million debt facility for a specialty credit card company that provides credit cards and other financial products to international students studying in the United States.
Arranged $17MM in equity and debt financing for a leader in Accounts Payable (AP) Payments. The client is a developer of a smart b2b payment network designed to simplify accounts payable payments, generating revenue and cost savings while offering complete transparency and control of the payment process.
$35MM of Co-Investment for an alternative lending company which underwrites opportunistic credit related investments with a focus on “bespoke” solutions
Arranged a $25MM fund leverage facility for a long track record Credit Fund client. This facility allows our client to enhance returns and use the leverage to continue growing their platform.
Arranged $200MM of capital for a credit-focused investment management firm that focuses on bank loans, loan acquisition, loan origination, credit analysis, portfolio management, collateralized loan obligation investing and CLO deal structing
Secured $150 million debt facility for subprime credit card provider,focused on underserved borrowers who need an affordable product which offers flexible everyday liquidity.
Secured $60 million debt facility for one of the largest and fastest growing “No Credit Needed” leasing companies, which provides credit to customers via numerous retail partners across the United States.
Obtained $15 million unsecured debt facility for a specialty finance company that provides growth capital for early stage telecom, technology & media companies without access traditional banks, institutional mezzanine debt or equity.
Arranged $20MM in debt financing for a digital asset financial services company. The client specializes in agency-based spot and derivatives execution via front end trading platform and API as well as over-the-counter.