Capital Investment Advisory | Sortis Holdings
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Sortis Capital Investment Advisory

Sortis Capital Investment Advisory

Sortis Capital Investment Advisory

Sortis Capital is a financial services and investment advisory firm that specializes in structuring institutional capital relationships and raising debt & equity capital for operators.

Our team has experience ranging from the largest Wall Street firms focused on investment banking, loan trading, and securitization, to boutique investment and advisory firms. We’ve executed over $10 billion in principal and advisory transactions and can deliver successful results across a full range of advisory services to investors and financial institutions across capital markets.

Specialty Finance

In-depth upfront analysis, underwriting, and structuring, coupled with secure lender relationships and real-time feedback from debt and equity markets, shape our capital investment advisory services.


Traditional banks have tightened lending standards and demonstrated a general unwillingness to extend credit to presumed high-risk consumers. Specialty finance firms providing access to capital outside of the traditional banking system are focused on filling this credit gap. 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.


  • Debt and equity placement 
  • Merger and acquisition advisory services to lenders across all asset classes
  • Strategic capital investment advisory for balance-sheet, asset sales, and flow agreements

Institutional Capital Relationships


We understand what makes a private lender successful – being able to effectively and efficiently work with your borrowers to offer them the best loan products available. Sortis pairs you with institutional partners that can offer:

  • Cheaper cost of capital
  • More flexible capital to offer additional loan products
  • Minimal business disruption


Sortis has a vast network of private funds and banks that offer a variety of structures to private lenders and asset owners.

  • Flow buying of newly originated loans
  • Revolving term debt facilities to leverage capital and hold more assets on balance sheet
  • Wet funding warehouse lines of credit to increase capacity to fund deals
  • Table funding and correspondent lending


  • Residential business purpose bridge and rehab
  • Residential ground up construction
  • Residential rental
  • Residential consumer Non-QM
  • Commercial bridge and rehab
  • Commercial development


With nearly two decades of loan trading experience, Sortis has transacted in every phase of the market cycle across all types and statuses:


  • New origination
  • Seasoned performing
  • Reperforming
  • Non-performing and scratch & dent
  • Subprime and Non-QM
  • Business purpose bridge
Our vast network of institutional and private loan investors enables Sortis to solicit competitive market level bids for portfolio sales. This ensures maximum proceeds for investors and an efficient and professionally managed arm’s length sale process.

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