Specializing in creative financing opportunities and pre-determined takeouts or exits.
Our focus is on increasing efficiencies, eliminating risk and improving liquidity.
We seek out opportunities with under developed potential or asymmetric risk/reward profiles - generally offering enhanced downside protection and upside opportunity. These opportunities are frequently found in emerging industries or markets that are undergoing fundamental change and / or experiencing a scarcity of capital.
We opportunistically enter into structured private investments and partnerships in which we maintain ownership or other economic interests.
We can be particularly helpful in 'last mile' situations, where a project or business is missing one key element in its final exit, launch or ramp up.
Liquidity Solutions
Often times the most valuable and unique assets are the most difficult to make liquid.
Besides an outright sale, there are a variety of ways to increase liquidity of certain large assets. Artful structuring, including combining disparate asset types, obligations, payment terms, and lien priorities can create opportunities that allow owners or sponsors to access additional liquidity that is not available on a stand alone basis.
We have been successful in creating partial or complete exit solutions through over collaterlizations, cross-collateralizations, bulk sales, corporate and personal guarantees, asset leasing and other credit enhancements, among others.
Benefits of such structuring can include increased liquidity, better traction, 'double dipping' on investment returns or enhanced downside protections.
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Securitized Life Settlement Bonds
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Performance Guarantee Insurance backed by A rated carriers
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Structured Sales of Capital Assets
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Hard Money Loans
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Preferred Equity Investments
Recent Transaction Types
$1 - $200 million
Many public companies have utilized a variety of structured solutions to defer or eliminate tax on the disposition of assets. (See several examples).
We develop similar solutions for middle market companies and their owners.
Exit & Liquidity
Commercial Real Estate
$17,000,000
Washington
2018
$25,000,000
California
2018
$10,000,000
Multistate
2018
Undisclosed
California
2018
Residential Real Estate Portfolio
Veterinarian Practices
Whole Foods Manufacturer
Select Previous Projects
