Cambridge Wilkinson

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

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 rturano@cambridgewilkinson.com 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 RBolandian@cambridgewilkinson.com Howard Chernin, Co-Founder & Chief Operating Officer HChernin@cambridgewilkinson.com #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