Cambridge Wilkinson

Cambridge Wilkinson Banker Spotlight: Richard J. Turano, Managing Director Rich has 20 years combined experience in the fields of law and finance. He currently focuses on business development and originations within Cambridge for middle-market companies seeking additional financing solutions with an emphasis on specialty finance and real estate related mandates. In one current deal, Rich has recently facilitated an indicative term sheet for up to $5 billion from an institutional investor for a joint venture facility with our specialty real estate lender client to be deployed in the hospitality space. Rich had originated and acquired this client over 7 years ago and continued to cultivate the relationship over time yielding this newest potential multi-billion dollar transaction. This facility would propel our seasoned and experienced client to new heights and solidify its spot as one of the top commercial real estate lenders in the United States. "Rich is a seasoned true relationship banker. He is consistently thinking about new and creative solutions for our clients across the entire organization. It's not only about the specific transaction with Rich, it's about adding value wherever he can for that client," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. Rich earned a B.S. in Finance from Boston College, Carroll School of Management and a J.D. from Rutgers School of Law. Rich can be reached at [email protected] www.cambridgewilkinson.com Capitalize on our Connections. #team #investmentbanking #realestate #specialtyfinance #debt #equity #fundfinance #familyoffice #dealflow #privatecredit #scale #privateequity

Cambridge Wilkinson Investment Bank Closes $90MM Credit Facility for Infrastructure Development Company Cambridge Wilkinson is pleased to announce the close of a $90 Million credit facility for a fast-growing North American infrastructure development company. This facility will support the company’s strategic expansion plans and will increase their capacity to acquire and develop prime assets. “Private credit investors are actively seeking opportunities to align objectives with companies that have both the track record, the capacity to deliver, and the pipeline to address our national need for robust and ongoing community infrastructure development. Clients, such as this one, are expanding rapidly and need speed, agility, and access to the best strategic investors – this is where our network is well-positioned to help them meet those needs. We believe that the spectrum of infrastructure development and associated financing is growing, has desirable return profiles, and will continue to attract investors for some time,” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #credit #privatecredit #cre #realestate #infrastructure #privateequity #finance #dealmaking #investmentbanking #banking

We help Specialty Finance Companies and Non Bank Lenders of all kinds Scale The headline says it all. We do this using our vast private credit network and insurance financing networks. It is worth noting once again, that not all private credit providers and lenders are created equal. Not all "products" work for all companies. We don't believe in one size fits all products, we believe in customization client by client. Every client is different and every client need is different and nuanced. We are very active in helping clients create: New SPV custom credit facilities, Loan on Loan Financings other forms of portfolio credit and leverage facilities to help our clients grow. www.cambridgewilkinson.com Capitalize on Our Connections #scale #privatecredit #insurancecredit #creditlines #growth #leverage #credit #nav #gpfinance #specialtyfinance #crelenders #bridgelenders

Cambridge Wilkinson is pleased to announce that Todd Sherer is joining the firm as a Managing Director With over 25 years of experience in the commercial finance industry, Todd is a seasoned professional with a proven track record of success. Prior to joining Cambridge Wilkinson, Todd held key leadership roles at Fora Financial, Valley Bank, Entrepreneur Growth Capital (EGC), and Credit Cash, where he originated over $250 million for lower middle market borrowers across various industries. As a Founder and Director of Business Development at Kind Growth Capital, Todd also provided over $75 million in debt financing to cannabis companies. In addition to his extensive finance background, Todd is actively involved in politics and government, including service as Treasurer for the Northwest Bergen County Utility Authority, member of the Bergen County Community Development Board, and District Chairman of the DCBC. He has also held positions as a Councilman in Paramus and Planning Board Chairman in Mahwah, NJ. Additionally, Todd is the founder and managing member of Ardale Capital and owner of several local digital news sites. With his expertise, industry connections, and commitment to community involvement, Todd brings a unique and valuable perspective to the team at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting

Cambridge Wilkinson Investment Bank Closes $20.5MM Construction Loan for a Build to Rent Owner/Operator with Ability to Grow Cambridge Wilkinson is pleased to announce the close of a $20.5 Million First Mortgage construction loan for a Build to Rent Owner/Operator to support the development and stabilization of its “Build to Rent” community located in the Sunbelt. Our Client has significant multistate development experience with demonstrated track record of value creation. This loan was highly competitive providing higher leverage, compared to traditional lenders, while providing attractive pricing and flexible structure. With a smooth closing process, the lender has already begun work with our client on the next project in their development pipeline. "Banks and many credit providers are reluctant today to lend on even the highest quality development projects even in an environment where our real estate clients are finding attractive opportunities to deploy capital. We believe this theme will continue for some time in the ground up development space presenting our investor network the ability to work with seasoned sponsors with mutually beneficial outcomes. We are tremendously excited about the opportunities ahead to support this client’s growth with creative and competitive financing sources as they continue to scale their platform," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections About Us: Cambridge Wilkinson is a leading global investment bank with the speed, connections, and the confidence to get transactions done. With a focus on middle-market companies, we arrange debt and equity capital raises from $25 million to $5 billion and advise on mergers and acquisitions. In addition, we also provide flexible and scalable leverage facilities and credit facilities for private equity funds and alternative credit funds which range from $25 million to $2 billion. We bring deep experience working with specialty finance institutions, real estate entities, funds as well as businesses spanning a variety of other industries. We offer unique access to a broad network of capital sources including large family offices, credit funds, banks, non-bank credit groups, insurance companies, private equity, sovereigns, and endowments. All securities assignments are completed through Avalon Securities, Ltd. a FINRA member and SEC registered broker-dealer. Rob Bolandian, Co-Founder & Global Head of Investment Banking [email protected] Howard Chernin, Co-Founder & Chief Operating Officer [email protected] #team #capitalraise #privatecredit #development #cre #investmentbanking #capital #debt #debtplacement #lenderfinance #equity #familyoffice #sfo #realestate #loans

Who we are, What we do, and How we do it.    www.cambridgewilkinson.com   Capitalize on Our Connections. #team #capitalraise #debt #equity #privatecredit #scale #privateequity #familyoffice #insurance #sovereigns #endowments #fundfinance #specialtyfinance #realestate #partnership #buyouts

Cambridge Wilkinson Further Broadens Single Family Office Investment Opportunities NEW YORK, April 2, 2024 /PRNewswire/ -- Cambridge Wilkinson ("CW") Family Office Services has further broadened the types of investments available to Single Family Offices ("SFOs"). Initially, CW presented direct private credit and minority and growth equity opportunities to SFOs ranging from $25MM-$500MM per raise, and will continue to do so. CW is industry agnostic in direct capital raises but primarily focuses on Specialty Finance, Real Estate, Sports and Entertainment, and Sustainable Investments. In addition to direct investment opportunities, CW now presents LP Capital opportunities in a highly selective number of commingled funds for SFOs. The funds that CW chooses to represent, are typically niche strategies with world-class managers, in areas that are expected to generate strong relative risk-adjusted returns across private credit and select private equity. These funds are most often designed to align with the needs of SFOs. As a new offering, CW is now presenting control and buyout opportunities to SFOs, in the lower middle market and middle market through an independent sponsor model. These investment opportunities will come through a CW affiliate, BCB Equity Partners. Control and buyout opportunities will generally be North America based businesses with EBITDA ranges of $5MM-$50MM . "We are excited to continue to grow our single-family office platform. My personal background is family office, so family office is in the DNA of our firm from the day we started building Cambridge. As global family wealth continues to grow, we believe that family offices will look more and more to groups like ours for investment opportunities that are direct and in fund format," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson.     www.cambridgewilkinson.com Capitalize on Our Connections. All securities assignments are completed through Avalon Securities, Ltd. a FINRA member and SEC registered broker-dealer. Rob Bolandian, Co-Founder & Global Head of Investment Banking [email protected] Howard Chernin, Co-Founder & Chief Operating Officer [email protected] #familyoffice #directinvesting #capitalraise #funds #buyouts #investing #lpinvesting #privatecredit #privateequity #specialtyfinance

Cambridge Wilkinson is pleased to announce that Andrew Altschuler is joining the firm as a Managing Director: Andrew is an experienced finance executive with a proven track record in investment banking, specialty finance, electronic payments, working capital products, merchant acquiring, business development, and client relationship management. His strong sales acumen and strategic approach have consistently delivered results and fostered growth within his organizations. His most recent endeavor was managing partner at White Horse Financial. As the first employee at Capify starting in 2002, playing a pivotal role in establishing Capify as a global leader in SMB lending. During his 16 years with the company, he helped grow the US business to one of the biggest in the industry. His global reach extended across the US, with specific achievements in helping start SMB lending companies in the UK, Australia, and Canada during the mid-2000s. He had previous roles on Wall Street at UBS/Paine Webber. His extensive track record, from business ownership to roles as an ISO sales partner and private equity partner, provides a comprehensive understanding of diverse markets and businesses. Andrew received his business degree from Baruch College, and lives in New York City. He holds Securities Industry Exam and Certified Payment Professional licenses. www.cambridgewilkinson.com Capitalize on Our Connections. #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting

Cambridge Wilkinson spins out BCB Equity Partners, an Independent Private Equity Firm NEW YORK, March 14, 2024 /PRNewswire/ -- Cambridge Wilkinson ("CW" www.cambridgewilkinson.com) is pleased to announce the spin out and full support of an affiliate, BCB Equity Partners ("BCB" www.bcbequitypartners.com), an independent private equity firm which will pursue control and buyout transactions in the lower middle market. The geographic focus of BCB will be North America initially. BCB will be led by distinguished Wall Street veteran David Barcus as CEO; the Co-Founders of Cambridge Wilkinson, Rob Bolandian and Howard Chernin, will serve as Co-Chairmen. BCB will pursue companies with EBITDA ranging from $5MM to $50MM, targeting enterprise values of $20MM to $250MM in six verticals: Consumer Goods, Basic Manufacturing, Retail, Mining and Energy Services, Renewables, and Transportation, Distribution and Logistics. Mr. Barcus joined Mr. Bolandian and Mr. Chernin at BCB, following a 30-year career in leveraged finance, project finance, and high yield capital markets. He was previously affiliated with independent sponsor firm MTN Capital Partners, along with prior roles at Raymond James, BBVA, Knight Capital, BNP Paribas and Bear Stearns. His long and varied experience has included work on six continents, where he raised both debt and equity capital for a variety of transactions. For much of his career, Barcus has focused on both conventional and renewable energy as well as heavy industry, and he has also closed a significant number of consumer products, logistics, retail, and manufacturing transactions. BCB will draw heavily on the combined demonstrated expertise and experience of CW and its founders Mr. Bolandian and Mr. Chernin in capital markets and deal origination, structuring and closing transactions. Prior to Co-Founding CW, Mr. Bolandian honed his investing experience as a C-Suite Executive at a Forbes 400 multi-billion dollar Single Family Office, while Mr. Chernin has had extensive experience in private debt markets and building and managing several operating businesses. Over its 10-year history, CW has closed multiple billions in transactions, has 40 bankers and originators across the globe, and maintains a deep investor network across credit and equity. BCB will seek to complete transactions by leveraging CW's network of investors, as well as the personal contacts of its partners. www.bcbequitypartners.com   www.cambridgewilkinson.com All securities assignments are completed through Avalon Securities, Ltd. a FINRA member and SEC registered broker-dealer. Rob Bolandian, Partner & Global Head of Investment Banking [email protected] Howard Chernin, Partner & COO [email protected] David Barcus, CEO at BCB Equity Partners [email protected]