Cambridge Wilkinson

Cambridge Wilkinson (CW) has partnered with charm solutions to deliver customized funding solutions for small and medium-sized business (SMB) lenders. This collaboration combines Charm's advanced analytics platform with CW's expertise in structuring credit facilities, empowering lenders to access the capital they need to support SMBs. Our partnership aims to: ·        Leverage Charm’s AI-powered analytics platform to instantly assess SMB portfolio quality and risk, providing lenders with actionable insights. ·        Utilize CW’s extensive network to match portfolios with efficient, customized warehouse lines ranging from $25 million to over $1 billion, facilitating scalable growth for SMB lenders. By integrating our innovative technologies and industry expertise, we are committed to transforming the SMB lending landscape, enabling lenders to make informed decisions and efficiently allocate capital to deserving businesses. “We are excited to join forces with Charm Solutions to elevate SMB lending. This partnership highlights the strong demand for innovative tools that enable lenders to scale quickly. Coupled with the credit facilities that we structure with our deep bench of private credit providers, lenders can expand their operations and continue supporting small businesses across the nation very efficiently” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. #CambridgeWilkinson #CharmSolutions #SMB #BusinessLending #FundingSolutions #FinancialPartnership #CapitalRaise

Cambridge Wilkinson Investment Bank Expands Capital Raising Team to Support Data Center and Digital Infrastructure Capital Raises NEW YORK, Feb. 12, 2025 /PRNewswire/ -- Cambridge Wilkinson ("CW") a leading global investment bank, has announced the growth and enhancement of their team that is focused on raising capital for data centers, power, and digital infrastructure. This strategic initiative underscores the bank's commitment to supporting the rapid growth and transformation of the digital economy, which is driving unprecedented demand for critical infrastructure assets worldwide. This team will leverage CW's investor network's expertise in infrastructure finance, energy transition, and technology sectors to provide tailored capital solutions for clients. With a focus on innovation and sustainability, the team will work closely with institutional investors, family offices, insurance companies, private equity firms, and corporate clients to fund projects that are essential to the global digital ecosystem, including data centers, renewable energy-powered facilities, and next-generation telecommunications networks. Capital raises will include debt, equity, sale-leasebacks, and merger and acquisition advisory for private and public companies. Capital raises range from $50MM-$5BLN+ per raise. The digital revolution is fundamentally reshaping the global economy, and data centers, power, and digital infrastructure are at the heart of this transformation. CW is committed to being at the forefront of this shift, providing our clients with the expertise and capital solutions they need to succeed in this dynamic environment. In line with CW's broader sustainability practice, the team will prioritize investments that align with the transition to a low-carbon economy. "We have seen a significant uptick in demand for data center and digital infrastructure investment opportunities from some of the largest investors in our network. We have therefore, added significant resources in the space to raise capital for both public and private companies in the digital economy, that have track records and / or portfolios who are looking for customized capital solutions or M&A opportunities", said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections Rob Bolandian, Co-Founder & Global Head of Investment Banking RBolandian@cambridgewilkinson.com Howard Chernin, Co-Founder & Chief Operating Officer HChernin@cambridgewilkinson.com #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #digital #infrastructure #datacenters #power #realestate #esg #globalinvesting

At Cambridge Wilkinson, our speed, targeted approach, and deep investor network set us apart. Private credit remains a key area for growth, offering flexible capital where it is needed most. We are committed to helping clients access the right capital, at the right time, so they are able to scale efficiently and seize opportunities in these dynamic markets. Rob Bolandian summarizes our key competitive advantages in the short video below. 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. Rob Bolandian, Co-Founder & Global Head of Investment Banking RBolandian@cambridgewilkinson.com Howard Chernin, Co-Founder & Chief Operating Officer HChernin@cambridgewilkinson.com #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting https://lnkd.in/eJD2mTdr

Cambridge Wilkinson closes $200MM Senior Lender Finance Credit Facility for Non-Bank Real Estate Lender Cambridge Wilkinson (“CW”) is pleased to announce the closing of a $200 million+ senior lender-finance credit facility for a rapidly growing non-bank real estate lending platform. The company’s origination platform is outgrowing its existing institutional credit lines, and therefore needed to complement them with a flexible solution that is allowing them to fund a significant pipeline of loans. The company had specific nuances to their business, that CW lenders were able to accommodate in order to help the company scale efficiently. “We continue to see significant demand from our credit providers for institutional specialty finance companies with track records, who are scaling quickly using proprietary origination platforms. We are in the business of helping scale specialty finance companies, and are thrilled to help clients like this one grow.”, said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting #credit #scale #placementagent #debtmarkets

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 do not believe in one size fits all financial products. We believe in customization, client by client, when providing financing solutions. Every client is different, and every client need is most often nuanced. We take a highly targeted approach, and do not waste time. Our Lender Finance practice is very active in helping clients create: New SPV custom credit facilities, loan on loan financings and other forms of portfolio credit and leverage facilities to help our clients grow their specialty finance platforms. www.cambridgewilkinson.com Capitalize on Our Connections #scale #privatecredit #insurancecredit #creditlines #growth #leverage #credit #nav #gpfinance #specialtyfinance #crelenders #bridgelenders #scale #lendedfinance #abl #consumerlending #businesslending #refi

Cambridge Wilkinson Investment Bank Closes Credit Facility for a Leading Marketing Technology Company Cambridge Wilkinson ("CW") is pleased to announce the closing of a credit facility (undisclosed size at the client’s request) for a private Marketing Technology Company which uses proprietary AI to support online consumer shopping experiences. The impact that the company makes on e-commerce sites results in increased sales conversion and upsell opportunities. The use of capital is to help the company continue to scale its services to its growing client base. “Our platform of institutional lenders provides our clients a range of options to access funding. We are adding new investors and lenders to our platform on a weekly basis. This transaction is an example of the flexible and resourceful lenders we have, that utilize creative and flexible methods to fund our clients across multiple industries,” 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. Rob Bolandian, Co-Founder & Global Head of Investment Banking RBolandian@cambridgewilkinson.com Howard Chernin, Co-Founder & Chief Operating Officer HChernin@cambridgewilkinson.com hashtag #team #capitalraise #capitalmarkets #credit #privateequity #privatecredit #specialtyfinance #onlinemarketingservices #MarketingTechnology #familyoffice #investmentbanking #globalinvesting #privatedebt

Cambridge Wilkinson Banker Spotlight: Malte Stoeckhert, Managing Director Malte has over 30+ years experience in the commercial real estate space. He focuses on business development and originations within Cambridge Wilkinson ("CW") for clients that are seeking strategic financing and capital solutions with a focus on real estate and green technology, both in North America and Europe. Since he joined CW in 2017 Malte has raised JV equity for real estate developments and existing properties as well as funding facilities in many different structures for specialty and real estate finance companies to sustain their lending activities. Prior to joining CW, over a period of 20+ years Malte built an arranger-tier CRE lending business from scratch in North America for an international bank. Before that he started his lending career in Germany and was active across Europe. His CRE lending experience includes origination, underwriting, structuring, due diligence, execution, portfolio management, syndication and restructuring advice and workout (and investment). “Malte is a seasoned relationship banker with a long term view and approach to business. He is consistently thinking about new and creative solutions for our clients across the entire organization. When he gets involved in a transaction, Malte won't stop working every possible angle for success. It's not only about the specific transaction with Malte, it's about adding value wherever we can for that client," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. In his free time, Malte has a passion for gardening, wood and metal working and is also sailing as much as possible locally on Long Island Sound. Malte lives with his wife and children in Mamaroneck, NY. Malte can be reached at mstoeckhert@cambridgewilkinson.com. www.cambridgewilkinson.com Capitalize on our Connections #team #investmentbanking #realestate #specialtyfinance #debt #equity #fundfinance #familyoffice #dealflow #privatecredit #scale #privateequity

Cambridge Wilkinson Banker Spotlight: Thomas (Tom) McDermott, Managing Director Tom joined Cambridge Wilkinson (CW) in 2016 after a 30-year career as a senior executive in the financial services, technology, and consumer packaged goods industries. With over 20 years in fintech and specialty finance, he has supported growth-oriented businesses in lending, payments, and insurance, while also engaging in real estate and technology sectors. Tom has also developed expertise in supporting Environmental, Social & Governance (ESG) mission-oriented companies, particularly in renewable energies, the electric vehicle ecosystem, waste management, and green real estate. “Tom is one of our strongest relationship-oriented investment banker. He gets to know his clients well, studies their business models in great detail and crafts effective capital solutions. We are proud to have Tom and his team represent our firm and our brand,” said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. Tom has successfully led and closed transactions since joining CW: ·      $265M in equity, debt and mezzanine for specialty finance investor in companies with environmental and sustainable impact ·      $60M senior debt for a residential lease-to-own operator ·      $50M+ in senior debt for a sub-prime credit card issuer ·      $40M in senior debt for sub-prime consumer installment lender ·      $35M in senior debt for a prime-oriented credit card issuer ·      $35M Net Asset Value (NAV) fund finance loan for a middle market asset manager ·      $20M senior debt for an equipment financing company ·      $17M for online consumer installment lender ·      $17M in equity and senior debt for a B2B payments leader ·      $15M senior debt for trade finance operator ·      Undisclosed senior debt for a Disaster Recovery as a Service (DRaaS) provider ·      Undisclosed senior debt for broadband technology data company ·      Undisclosed senior debt of telehealth services provider ·      Paid Advisor for an Aerospace operator, an online consumer installment lender and a Buy Now Pay Later (BNPL) lender Tom lives with his wife Susana in Allendale, NJ, has two adult children; and is a passionate tennis player. #team #debt #equity #specialtyfinance #fintech #capitalraise #privatecredit #privateequity #familyoffice #scale #dealflow

Cambridge Wilkinson Investment Bank Closes Specialty Finance Transactions Cambridge Wilkinson is proud to highlight three recent transactions, showcasing our ability to help scale specialty finance companies. We scale specialty finance companies and alternative lenders of all kinds. That is what we do. We do this through our vast Private Credit, Family Office and Insurance networks, working to customize the best solution for each of our clients. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting #alternativelenders #scale #bridgelending #nonbanklending #sfo #growthcapital

Cambridge Wilkinson Investment Bank Closes $25MM of Equity for Institutional Mortgage Servicing Rights Client Cambridge Wilkinson ("CW") is pleased to announce the closing of a $25MM co-invest vehicle for a private fully-licensed, GSE-approved Client. Our Client provides institutional clients with the opportunity to participate in the niche Mortgage Servicing Rights ("MSR") asset class as an inherent interest rate hedge and as a direct investment as well. The invested capital will be used to purchase pools of bulk and flow MSRs on the behalf of institutional clients based upon their individual respective risk/return parameters. This equity investment will have the ability to grow over time. "We are seeing a meaningful uptick in demand from our institutional investors for niche, yet scalable, real estate related opportunities with institutional caliber management teams who have meaningful track records. Our investor network is currently guiding us to deliver $25MM - $300MM opportunities, but with that said, we are also currently negotiating a term sheet for $5BLN for a real estate related client of ours as well. High quality real estate related transactions large and small, with institutional track records are getting significant attention again from what we are seeing," said Rob Bolandian, Co-Founder and Global Head of Investment Banking at Cambridge Wilkinson. www.cambridgewilkinson.com Capitalize on Our Connections #team #capitalraise #capitalmarkets #global #credit #equity #privateequity #privatecredit #familyoffice #specialtyfinance #realestate #esg #fundfinance #globalinvesting #msr #investmentbanking