Capital planning, valuation, financial modeling, and arrangement of credit facilities, mezzanine capital, whole loan purchases, forward flows, and securitizations.
Growing specialty finance businesses require consistent access to institutional capital across the full spectrum—warehouse lines, term ABS, whole loan sales, forward flow agreements, mezzanine debt, and equity. Each capital source serves different strategic purposes and comes with distinct economic trade-offs.
QueensGiant helps originators and asset managers evaluate capital alternatives, design optimal structures, and execute transactions that balance cost of capital with operational flexibility. We manage the full capital raising process from initial planning through closing.
Revolving credit lines secured by loan portfolios. We structure borrowing bases, eligibility criteria, advance rates, and accordion features to support origination growth while managing lender risk.
Private label ABS transactions providing term financing and balance sheet relief. Includes unrated private placements and institutional term ABS across consumer, equipment, and specialty assets.
Direct portfolio sales to institutional buyers. We manage competitive auction processes, negotiate purchase agreements, and coordinate due diligence to maximize execution value.
Committed purchase agreements providing predictable liquidity and capital efficiency. We structure eligibility criteria, pricing mechanisms, and performance triggers aligned with buyer requirements.
Junior capital for growth, acquisitions, or recapitalizations. We arrange mezzanine facilities, PIK notes, and other subordinated structures balancing cost with covenant flexibility.
Preferred equity, convertible instruments, and revenue participations. We coordinate with growth equity, private equity, and strategic investors seeking specialty finance exposure.
We begin by understanding your business model, growth trajectory, and capital requirements. This includes analyzing historical performance, origination pipelines, and strategic objectives to determine optimal capital structures and timing. We model various scenarios—warehouse facilities, securitizations, forward flows, equity raises—to identify which structures best align with your cost of capital targets and operational needs.
We build detailed cash flow models incorporating credit performance, prepayment assumptions, and stress scenarios. For securitizations, this includes waterfall mechanics, credit enhancement sizing, and investor returns across the capital structure. For equity or mezzanine, we prepare detailed financial projections and valuation analyses. The output is a comprehensive term sheet that balances execution certainty with favorable economics.
We create institutional-grade marketing packages including management presentations, historical performance summaries, collateral characteristics, and transaction structure overview. For debt transactions, this includes detailed loan tape analysis and credit metrics. For equity, we prepare business overview decks and financial models. All materials are designed to position your story effectively for institutional capital sources.
We approach targeted institutional investors across our network—banks, credit funds, insurance companies, private equity, family offices—based on transaction type and size. This includes managing roadshow logistics, coordinating due diligence, and negotiating terms. Our objective is competitive tension that drives favorable pricing while maintaining execution certainty.
We coordinate all closing mechanics including legal documentation, final due diligence, rating agency interactions (if applicable), and funds flow. For ongoing facilities like warehouses or forward flows, we provide post-close support for amendments, reporting, and portfolio management as needed.
Schedule a confidential consultation to discuss capital raising strategies tailored to your growth objectives.
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