
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
Product Leads

David Casden
Director, Head of Capital Markets
Scott Robinson
Director of Healthcare Syndications




