Create an Account

Sortis Capital

Sortis Capital

Sortis Capital

Sortis Capital is an innovative financial services advisory boutique that specializes in debt and equity capital placement, strategic capital advisory, loan sales advisory, and distressed situations.

Leveraging decades of experience in a broad array of capital markets backgrounds, the professionals at Sortis Capital deliver successful results across a full range of advisory services to investors and financial institutions across the capital markets.

With a team that has executed more than $10 billion in total advisory transactions, Sortis Capital delivers results that help real estate and financial services companies from the lower middle markets through Fortune 500.

Sortis Capital brings clarity to complex processes:

  • State-of-the-art technology platforms
  • Deep experience and a tireless work ethic
  • A superior level of service and support
  • Tailored solutions for each client and each transaction

DEBT & EQUITY CAPITAL

This stems from in-depth upfront analysis, underwriting and structuring coupled with secure relationships and real-time feedback from the debt and equity markets. Sortis Capital’s competitive advantage is evident through active relationships with today’s lenders- from Wall Street and money center/foreign banks to local, community and regional lenders, credit companies, private equity funds, and private lenders.

 

SPECIALTY FINANCE

In this latest cycle of domestic economic recovery, prime rates have been pushed to historic lows; however, small-to-medium sized businesses and consumers with unfavorable credit have been unable to participate in these highly attractive rates. Traditional banks have tightened lending standards and have demonstrated a general unwillingness to extend credit to presumed high-risk consumers. Specialty finance firms, which provide access to capital outside the traditional banking system, are focused on filling this “credit gap.”

A BROAD RANGE OF SOLUTIONS

Sortis Capital has a robust practice serving this industry.  We provide debt and equity placement as well as third-party loan servicing. Our services also extend to strategic capital advisory to right-size your balance sheet including asset sales or flow agreements.

Through our Enhanced Specialty Finance (ESF) effort, we provide solutions tailored to lower middle market and middle market specialty finance businesses to enhance their growth and profitability.

ADVISORY

As part of our Enhanced Specialty Finance (ESF) effort, Sortis Capital helps incubate and develop enterprise-focused financing and leasing products and platforms. We acquire and structure partnerships with new or established specialty finance businesses that are ready for significant growth through operational enhancements and capital infusion.

POTENTIAL PARTNERS:

  • Traditional or technology-based specialty finance businesses
  • Proven businesses at an inflection point looking for an institutional partner to take them forward
  • Businesses hampered by operational and capital limitations
  • $1m – $5m of outstanding assets with a potential to grow over $10m – $25m
  • Management with product and market segment expertise

WHY JOIN THE SORTIS TEAM?

  • Partner with diversified financial services
  • Expertise in lower middle market lending
  • Experience investing and managing specialty finance assets
  • Track record of raising capital
  • Access to back office and technology infrastructure
  • ESF management will work with you to grow and institutionalize your business
  • Proprietary platform and market intelligence
  • Access to complementary specialty finance businesses

OPERATIONAL SUPPORT FROM SORTIS CAPITAL ESF

  • Improve or devise an operating plan for long term success
  • Develop sound credit underwriting and risk management procedures
  • Technology and back office support
  • Asset servicing

FINANCING SUPPORT FROM SORTIS CAPITAL ESF

  • Operating capital infusion
  • Developing plans and procedures to raise debt and equity capital
  • Raising equity capital through our institutional relationships
  • Raising debt capital through our bank and non-bank relationships

LOAN SALES

Our Loan Sale Advisory division works extensively with direct private lenders to understand their business, products types, and capital needs. We then work with our network of institutional loan buyers to develop an enduring partnership where the lender can deliver continuous loan volume and grow their business successfully without having to take on additional debt or equity investors.

SORITS KNOWS WHAT LENDERS CARE ABOUT
We understand what makes a private lending business successful – being able to effectively and efficiently work with your borrowers to offer them the best loan products available. That’s why we spend the time getting to know your lending business and pair you up with institutional partners that can offer:

  • Cheaper cost of capital
  • More flexible capital to offer additional loan products
  • Minimal business disruption
  • Loan purchases and white label solutions

WHAT LOAN PRODUCTS ARE AVAILABLE?
Institutional partners are investing in the follow loan types:
Residential bridge & rehab business purpose

  • Residential ground up construction
  • Residential rental
  • Residential consumer Non-QM
  • Commercial bridge & rehab
  • Commercial development

DISTRESSED SITUATIONS

Through its deep experience across capital market cycles, Sortis Capital brings a strong business acumen to managing distressed situations. through its strategic advisory services Sortis Capital can deliver clarity to these complex problems, provide support and offer solutions for a wide range of distressed situations within and across real estate, hospitality, resorts, development and financial services industries.

DEBT RESTRUCTURING

Rapid triage for companies which are currently in default that need assistance negotiating a resolution with the existing lender(s), raising junior capital or refinancing existing debt.

THE RIGHT SOLUTION FOR YOUR NEEDS

Sortis Capital can help turn a distressed situation into a sale, a restructuring or a capital infusion. Sortis Capital analyzes options to facilitate the right solution for the situation whether it’s a bankruptcy sale, merger or acquisition or a debt/equity transaction.  Sortis Capital’s experienced team can tackle:

  • Distressed M&A
  • Equity and/or Debt Capital Placement
  • Restructuring
  • Bankruptcy

Complete the form below for more information, and we’ll be in touch shortly.

Contact type*
Preferred method of contact*

*Required