Moving from capital constrained
to capital enabled
We help financial institutions raise capital. Our capital markets team designs, structures, and executes primary and secondary capital transactions, including structured products.
We analyze small business loan portfolios for capital providers and investors to stress test performance. This includes assessing recessionary exposure, effective asset-liability management, portfolio liquidity, and underwriting models.
We develop capital deployment strategies for investors and financial institutions. This includes structuring and designing funds, developing collaborative funding models, and executing capital partnership strategies.
Opportunity Fund and KeyBank were able to launch a partnership to expand Opportunity Fund’s existing trucking lending program into the state of New York.