As Investors
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We have flexibility across the capital
structure to acquire or finance a diverse
range of financial assets or operating businesses
Portfolio Purchases
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Consumer, auto and small business receivables
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Other financial assets, secured and unsecured​
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Credit Investments
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Senior debt facilities for fintechs and finance companies
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Financing for lending and other receivable portfolios
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De Novo Start-ups and Joint Ventures
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Opportunistically partner with talented management teams and investors
Equity For Companies Undergoing Transition
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With a preference for control, but very selectively minority positions in unique situations
As Advisors
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We are a partner of choice when fintechs, specialty lenders, banks or other financial institutions face unique opportunities and complex challenges




Special Situations and Turnarounds
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Recapitalization and Restructuring
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Turnaround Management
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Analysis of Strategic Alternatives​
Operational Consulting
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Interim CFO and Other C-Suite Roles
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Financial Product Development
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Lending Operations Optimization
Corporate Development
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Mergers and Acquisitions
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Strategic Partnerships
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Due Diligence
Capital Markets
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Debt Financing
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Balance Sheet Structuring
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Treasury and Collateral Management
OUR VALUES
60+
Years
Experience
$10b
Transaction
Volume
100%
C-Level
Operators
MEET OUR TEAM
Selected Transactions
and Engagements
CONTACT US
For any inquiries, please call or email us
714.795.2984 |
Our address
19072 Bayhill Lane
Huntington Beach, California 92648
Alternatively
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