Lender Finance
Investment Profile

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Investments typically have the following characteristics:

Transaction Type:

Revolving Warehouse Lines: Used to finance ongoing originations of financial services and specialty finance companies based on agreed upon underwriting standards

Term Financings: Used to finance an existing pool of financial assets, originated by an issuer, that will liquidate over time, or to finance the purchase of a pool of financial assets by a buyer

Investment Size/Term/Rate:

Greater than $20 million

• Typically two to four years

• Rate is risk dependent, but market competitive

Investment Structure:

• Senior, secured, first lien debt against financial assets typically in a special purpose vehicle

Focus Areas:

• Auto Finance (Non-Prime)

• Consumer Finance (Credit Cards and Other General Unsecured)

• Leasing (Micro-, Small- and Medium-Ticket)

• Commercial Finance (Factoring and Small Balance Asset-Based Lenders)

• Other Esoteric Asset Classes