“Crestline aims to identify sources of sustainability related risks and returns for its clients by mixing financially material factors and relevant information into its investment process.”

Many of the business finds difficult to obtain flexible modified financing particularly in complex or eccentric circumstances. It may be difficult for middle-market businesses to obtain growth or acquisition finance, and private equity managers may experience liquidity problems. Rigid lending structures may result in missed chances for financial sponsors and firms in some circumstances. This is where Crestline comes into play by filling important finance gaps that most lenders frequently ignore.

Crestline Investors is a trusted investment firm that provides flexible and creative capital solutions to meet a variety of financial needs. The company offers a wide range of modified policies, helping businesses and sponsors access to growth capital, bridge financing and other credit solutions. Its approach is built on trust, partnership and responsible investing. By joining creative thinking with financial expertise, Crestline aims to deliver consistent results and support the evolving goals of its clients.

Custom Solutions for Investments

Opportunistic Investing

To take advantage on special and complex opportunities in the credit market, Crestline Investors provides an opportunistic investing solution. This approach is adaptable and effective in a range of market circumstances, concentrating on circumstances in which conventional finance might not be accessible. Crestline invests across the whole capital structure, from loan to equity and develops customized financial solutions to match particular needs. They are active in growing, performing and unique circumstances and target both liquid and illiquid assets.

Crestline looks for investments with a high potential for risk-adjusted returns by combining in-depth company analysis with extensive market research. Typically, investments with loan and structured equity arrangements fall between $20 million and $200 million with an focus on North America and Western Europe.

Direct Lending

Crestline Investors provides middle- and lower-market businesses in North America with direct credit options. They offer flexible finance for both sponsor-backed and non-sponsored firms, ranging from $20 million to $200 million+.  Their plan goes beyond conventional lending by employing invention, customized tactics to satisfy each business's particular requirements.

Businesses with solid foundations, including recurrent income, multi-location activities or tangible assets are the focus of Crestline. Healthcare, business services, industrials, technology and specialized finance are just a few of the areas they lend to. Their seasoned investing team provides insightful analysis by drawing on extensive business knowledge and a network of current and former leaders.  Crestline supports transactions including expansion capital, acquisitions, and refinances by structuring loans using first lien, second lien and unitranche debt.

Fund Liquidity Solutions

Custom financing for private equity funds and comparable investment vehicles is provided by Crestline Investors' Fund Liquidity Solutions Group. In order to support portfolio companies, make acquisitions, return liquidity to investors, or manage portfolios more strategically, fund managers can use these strategies to get extra capital. Crestline is an expert in Net Asset Value (NAV)-based lending, which offers adaptable, non-dilutive funding based on the particular requirements of each fund.

They have worked with managers worldwide and have experience in infrastructure, real estate, venture capital, and private equity, having completed over 65 transactions. The group understands that every loan has a unique purpose and collateral, thus they structure loans creatively and cooperatively. Usually, financing amounts with flexible terms fall between $25 million and over $250 million. Fund managers, general practitioners, and family offices from the Americas, Europe, and Asia are among the borrowers.

Crestline Europe

The goal of Crestline Investors' European strategy is to offer middle-market businesses in Western Europe adaptable financial options. Depending on the requirements of each scenario, they use financing structures like private credit, equity, and hybrid finance to invest in both enterprises and asset platforms.

To generate enduring value, Crestline forms continuing alliances with stakeholders, management groups and business owners. Usually ranging from $20 million to $200 million, investments are made in a variety of sectors, including infrastructure, commercial services, software and healthcare.

Acquisition financing, expansion capital, recapitalizations and rescue financing are just a few of the many transaction types they handle. With an importance on businesses or assets in need of bridge, construction or transitional funding as well as specialty finance options, its plans are revolutionary and partnership-driven.

Douglas Bratton | Short-bio

Douglas Bratton is the Founding partner and CEO of Crestline Investors, Inc. In addition, Mr. Bratton is the chairman of the company's management and investment committees. He began investing in alternative assets in 1983 and has extensive knowledge of credit techniques, hedge funds, private equity, and venture capital.

He has managed investment portfolios for Crestline and the Bass family since 1989. He has been instrumental in arranging deals involving the acquisition of investment firms, asset manager seedings and lift-outs of proprietary trading groups. He worked for Smith Barney Harris Upham, Airlie Group, and Taylor & Company (affiliated with the Bass family) prior to founding Crestline in 1997. Mr. Bratton has an MBA with Honors from Duke University and a bachelor's degree from North Carolina State University.

“Crestline provides credit and capital solutions in the real estate industry with financing ranging from around $15 million to approximately $100 million.”