Capital Markets Advisory
Independent advice across the corporate credit spectrum.
Debt Placement & Refinancing
Senior secured, unitranche, mezzanine, and structured debt placed with the right capital partner across bank and private credit markets.
Whole Loan Sales
Identifying buyers for non strategic and non performing loans, executed at or near par with the underlying customer relationship preserved.
Syndications
An outsourced syndications desk for community and regional banks managing hold size, concentration, and pipeline.
Recapitalizations
Dividend recaps, balance sheet resets, and capital structure transitions for businesses navigating change of control or strategic shift.
Bank Portfolio Solutions
A coordinated balance sheet strategy combining loan purchases, syndications, and refinances for community and regional banks.
Main Street Loan Advisory
Refinance advisory for borrowers still navigating MSLP maturities. The foundation our practice was built on.
HOW WE WORK
01.
Diagnose
Understand the objective, constraints, and timing. Apply an operator's lens, not just a banker's.
02.
Structure
Develop a tailored structure and marketing thesis aligned to the right lender audience.
03.
Place
Run a competitive process across our network of bank, private credit, and family office lenders.
04.
Close
Manage term sheets, diligence, and documentation through close.
Successful Transactions
