Private Equity Loans:  

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• NAV Facility.  For  select clients we have capital providers that will lend against a client's ownership interests in later stage private equity funds and investments.                         

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• Capital Call Facilities.   Many private equity funds set up bridge facilities to address the funding gap between the time an investment is made and the date when a capital call is received. Setting up a bridge-to-capital call facility (PECC)  is a great, low cost way to enhances the client's financial flexibility and ability to invest in last-minute investments opportunities. 

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• Loans to Portfolio Companies. There are about 200,000 middle-market firms in the U.S., most of them are privately owned or closely held, and their annual revenues combined total more than $10 trillion. The ability to access liquidity in these companies adds significantly to the financial flexibility of HNW individuals and family offices.