
Capital markets
We partner with clients and top sponsors to unlock the capital lower-middle-market companies need to grow, acquire, recapitalize, and refinance.
Target Company
$2-$7 MM
(EBITDA)
Target Loan
$3-$15 MM
Financing Profile
1st Institutional Money, Sponsored, Non-Sponsored Partner with Junior Lenders and Equity Sponsors, Senior First Lien Financing
Transaction Types

Refinancing

Growth Capital

Mergers & Acquisitions

Recapitalizations
Industry Types

Manufacturing
General, additive, specialty

Business Services
B2B

Healthcare
IT or Manufacturing

Information Technology
Software as a service
Business Characteristics

Scalable Business Model

Defensible Market Position

Recurring Revenue

Experienced Management Team

David Casden
Director, Head of Capital Markets
Scott Robinson
Director of Healthcare Syndications
Jason Hilpipre
Director of Multi-Family and Seniors Housing Syndications




