Capabilities
Structuring Expertise
We design capital solutions that work
From venture capital to asset-backed credit facilities, we build financing and investment structures that balance issuer needs with capital market realities. Our relationships span institutional investors, family offices and strategic partners—we know what each capital source needs and how to speak their language.
Select examples include structures include:
- $6M convertible note investments
- $6M Series A and Series C venture investments
- $135M project financing with senior and subordinated debt
- $25M asset-backed credit facility for equipment- intensive growth company
- $9M acquisition of software company
- $175M highly rated, off-balance sheet asset securitization
- Range of creative structures while at Värde Partners and others
Entrepreneurial Value-Add
We're entrepreneurs too!
As fractional executives or active board directors, we redesign business models, structure partnerships and identify revenue streams that others miss. We bridge financial strategy and operational execution—bringing cross-industry insights and the energy needed to execute.
Examples:
- Co-founded $50M USDA-licensed RBIC impact equity fund
- Sponsored $18M REO acquisition and re-development of distressed real estate project
- Developed aviation services expansion / acquisition strategy
- Started weather risk management business at Cargill
- Launched unique agriculture-producer finance business at Cargill as first "entrepreneur-in-residence"
- Developed 60,000sf indoor skateboard park
Investment Origination
"Creativity is just connecting things" - Steve Jobs
Steve Jobs was right. He believed that creativity is the act of synthesizing new ideas by connecting them to past experiences. With thirty-five years originating opportunities across industries, markets and risk profiles / structures, we connect a lot of dots that others don't see, resulting in proprietary deal flow, unique solutions and delivered results.
Capital Stack Experience:
- Asset-based Lending
- Equipment Leasing
- Asset Securitization
- Project Finance
- Venture Capital
- Distressed Investing
- Private Equity
- Impact Equity
Investment Underwriting
And... We're Geeks at Heart!
We don't hand off fundamental analytical work to junior analysts. We directly perform critical underwriting, modeling and due diligence work, believing it important to know the details of a deal inside and out. We're efficient, however, thanks to years of practice and a little help from technology and systems developed over our careers.
Our framework:
- Quantitative: Financial modeling; stress and scenario testing
- Qualitative: Management, market position, risk assessment
- Relative Value: Value recognition across industries and structures