Merchant Banking

Merchant Banking Initiatives are typically a company and/or project where we provide our expertise and management experience along with funding from our investor partners to assist in executing the vision of our merchant partner companies.

Currently Active:

Our Castle Fund Advisors invests in non-performing mortgage loans. The fund focuses on loan modifications to keep borrowers in their homes while generating a competitive return for investors. The team is working on their third investment structure as of spring 2012.

Invst is a private online marketplace for alternative asset based funds that allows fund managers and capital introduction groups to bring their deals online for greater transparency and access to capital. 

Blue Bridge Financial is a small ticket specialty finance company specializing in business essential equipment. We incubated the company in 2009 and completed a follow up growth capital raise with a private equity fund in 2013.