Debt Capital Markets
Represented this U.S.-Canadian retailer during the liquidation of 106 locations and arranged the sale of its secured debt.
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
Secured $35 million senior debt facility for credit card provider, designed to move small-dollar loan customers into a more affordable product.
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.
Secured $25 million debt facility for this business services firm which supports contractors with payment Processing, risk management and lien release services and factors invoices to provide working capital liquidity.
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 online
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.
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.
Transaction advisor for clinical-stage biopharmaceutical company focused on treatment of viral infections, inflammatory diseases, and various cancers using a small molecule nucleotide platform.
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 $29MM Equipment Financing for Newly Formed Entity Bringing Jobs from Asia to the United States – Totaling $64MM in Debt Raised in 2023 for this Client.
Transaction advisor in securing a revolving line of credit, capital equipment loan & term loan from New Star Business Credit, LLC.
Successfully helped our client, an Environmental, Social & Governance (ESG) mission-oriented specialty finance company, close a $265MM transaction which includes equity, debt, and mezzanine capital in order to scale their platform.
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.
Strategic advisor to manufacturer and retailer of mattresses and hardwood furniture during its Chapter 11 reorganization process.
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.
Exclusive advisor for convertible debt round led by a private family office. Funds used as a bridge to the larger preferred equity financing for Hex Performance’s breakthrough laundry detergent which dramatically reduces odor-causing bacteria.
Exclusive transaction Advisor to secure mezzanine financing for manufacturer of undersea communication cables.
$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.
Exclusive financial advisor and placement agent in structuring debt and membership units for company that assists customers in buying and selling aircraft. It also provides charter aircraft services.
Arranged an $80MM real estate debt facility for a long track record real estate sponsor in the Southeast United States. This bridge and construction facility will be used to develop a multi-family development on a 600-acre master plan community.
Transaction advisor securing multiple-term loan and revolving credit line facility for power line communications metering business.
Secured funding for a mid-size real estate investment and development firm specializing in multi-family rental properties. The firm develops affordable and market rate properties, and sponsors tax-advantaged and economic real estate investments.
Arranged $110MM in Senior Debt for an independent real estate investment advisor and operator which provides investment advise to Penson Funds, Endowments, and Private Investors worldwide
Strategic advisor to Thai diamond manufacturer to renegotiate defaulted debt and advise on disposition of non-core assets.
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.
Secured $50 million senior debt facility for an independent production firm producing and financing original film and television content.
Strategic advisor, assisting 600-employee producer of custom window blinds to restructure operations while gaining interim support from its asset-based lender.
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.
Strategic advisory services for this public optical retail chain in formulating a bankruptcy plan prior to its Chapter 11 filing and arranging debtor-in-possession financing and selling the assets.
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 $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 $150 million debt facility for subprime credit card provider, focused on underserved borrowers who need an affordable product which offers flexible everyday liquidity.
Secured $80 million senior debt facility for a national specialty lender and partner to developers, focusing on net leased and sale-leaseback development projects.
Secured a debt facility for the leading North American provider of private commercial real estate debt financing solutions.
Negotiated a $300,000 "Merchant Cash Advance" to provide liquidity to this 9-store Florida apparel retailer to fund the company's seasonal requirements during the 2009 Financial Crisis.
Arranged $20 million in structured credit to a land development company that specializes in the development of affordable and market rate housing.
Secured $60 million debt facility for a nationwide operator specializing in acquiring distressed residential real estate from institutional lenders, then stabilizing, managing and selling the properties.
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.
Transaction advisor in structuring and negotiating a $700,000 interim line of credit for premium designer menswear company.
Arranged a $35MM working capital debt facility for a US Start-Up of an Asian Conglomerate. The funds will be leveraged to operate a new production facility which should create over one hundred new jobs and should reduce the supply gap for its products.