Capital Solutions Group
Origination and placement of private credit / specialty finance, special situations, asset based lending, and real estate transactions for institutional investors including commercial banks, family offices, hedge funds, private equity firms, endowments, pension funds, asset managers and ultra-high net worth individuals. Transaction size ranges from $5mm up to $500mm with the normalized band between $20mm – $100mm.
Private Credit / Specialty Finance
Focus on recapitalizations, acquisitions, restructurings and capital expenditures. These smaller companies may not meet a traditional bank’s strict lending criteria, have a significant amount of debt, operate in out-of-favor sectors, or do not want to suffer substantial dilution from equity capital. Typical solutions range from first liens through preferred equity, with variations including unitranche, stretch seniors, hybrids, and project finance loans.
Significant experience in both corporate and non-corporate special situations. Corporate situations include companies facing an inflection point due to a myriad of reasons such as liquidity challenges, debt maturities, recent covenant triggers or other cyclical / secular headwinds. Non-corporate solutions include financing the purchase or facilitating a sale of esoteric assets.
Asset Based Lending
Provide solutions beyond traditional banking by leveraging a variety of tangible assets. We help place these companies with capital providers who tailor a solution in order to optimize their business. Solutions range from receivable / purchase order factoring, inventory finance lines of credit, to machinery and equipment finance.
Through our advisory model, our team helps owners and developers raise capital for unique projects across value-add, development and opportunistic projects as well as sourcing investors / buyers when looking for a liquidity event. Our long-standing relationships have resulted in a unique pipeline of exclusive listings across both geographic and asset-type diversity (including Opportunity Zones).
Broad team expertise in sourcing public and private capital across multiple asset classes and business cycles is difficult to replicate. In addition, our extensive backgrounds include capital raising, credit investing and sourcing, structuring and placement (public and private).
With nearly 60 years of combined “Team” Sellside / Buyside experience ranging from senior to management roles in sales, trading, research, risk management, alternative investments and business development across multiple business cycles, we have extensive senior relationships with the Wall Street community.
Seasoned Institutional Platform
Wall Street Access is a full-service broker-dealer and fixed income/equity specialist, providing execution and asset management services, through it’s RIA affiliate, Kelleher Financial Advisors.