Investment

Type of Transactions

Financial Assets

I. Consumer Loan Portfolio

II. Regional Bank Portfolio

  • Pool of approximately 2000 loans secured by small to mid-sized ticket marine and recreational vehicles
  • The loans are well seasoned at over 8 years (at the time of purchase) and receivables have strong payment and performance history
  • Pool of 10 non and sub-performing Commercial & Industrial loans
  • Sourced through a proprietary relationship directly with the seller, a west coast-based regional bank.

Corporate Credit

I. Aluminum Die Casting and Machine Company




II. Trailer Leasing Company

  • Seasoned company that produces precision machined aluminum die casted components
  • Issued a rescue financing with a second lien on company’s assets
  • Received a large original issue discount and significant percentage of company’s equity in the transaction
  • Leading provider of trailer leasing services to middle market customers (fleet of over 12,000 trailers)
  • Purchased an existing lender’s commitment to the Company’s ABL facility
  • Opportunity to capitalize on cyclical upturn at an attractive entry point with tangible growth opportunities

Real Estate

I. Condominium Recapitalization


II. Non-performing loan


III. REO acquisition


  • Luxury residential project in the southwest
  • Formed a joint venture with project sponsor



  • Medical office in Florida
  • Purchase of a non-performing first mortgage



  • Malls and Community Centers in the Southeast
  • Purchase of 6 retail assets with a JV operating par