Unique Exit & Liquidity Solutions

Structured financing to increase liquidity, reduce risk and enhance efficiencies.

Specializing in creative financing opportunities and pre-determined takeouts or exits.  

Unlocking

Bursting Potential

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. 

  • Securitized Life Settlement Bonds

  • Performance Guarantee Insurance backed by A rated carriers

  • Structured Sales of Capital Assets

  • Hard Money Loans

  • Preferred Equity Investments

Recent Transaction Types

$1 - $200 million

 Example

 

$275,000,000 tax deferral via Installment Sale.

Learn More

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 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

Learn More

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

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CONTACT

Us

Email Us

Tel:  301-244-8622

How Can We Help You?

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