Linking People and Capital
(800) 864-2626
CONCIERGE LENDING
LOAN PROGRAMS
3 QUALIFIERS
Conform to Program Category
Loans must fall within one of our 16 loan programs
Strong Personal Guarantor
Each loan must have a personal guarantor of substantial Net Worth
Minimum Size
Loan size must be > $5 million
LOAN PLATFORM
CAPLINX is our open-architecture loan platform that facilitates the matching of qualified borrowers and best-in-class lenders who provide customized loan products and services.
Qualified borrowers are typically HNW individuals and family office clients with tangible net worth in excess of $75 million who are seeking financing in one of the 16 loan categories listed above. Over the last decade, the team has advised on over $3 billion of specialty bank loans. The CAPLINX Advantage emanates from the following elements of our ecosystem:
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TECHNOLOGY. Our technology platform which spans the front office, middle office and placement desk, empowers us to deliver best-in-class, client-centric solutions to our end users on a timely basis.
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PEOPLE. Our advisory banking team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing and technology. Our flexible team structure allows us to draw from a wide pool of professionals to deliver best-in-class solutions to clients.
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NETWORKS. Our alliance and financier network is comprised of more than 125 banks and other capital providers from which we select the best solutions for each of our clients based on a number of factors including collateral type, deal size, financial strength, geography and risk-reward profile of each borrower.
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Chairman, Forbes 400 Family Office, Miami
We have engaged members of the CAPLINX team as advisors in numerous financings over the last decade and they have excellent access to top lenders at banks, and they are great negotiators.
TESTIMONIALS
CEO, Forbes 400 Family Office, Palo Alto
The CAPLINX team's experience extends beyond Private Bank lending. The team also played a role in the formulating of FX and Interest Rate hedging strategies to reduce risk in our liability portfolio.
Chairman, $30 billion Market Cap Company
We've worked with numerous bankers in the past, but we continue to engage CAPLINX as our trusted advisor. Heightened responsiveness, deep and broad industry contacts and the ability to quickly formulate solutions are all hallmarks of our dealings with CAPLINX.
OUR MISSION
SPEED
Our technology and access to lenders allows you
to leverage our relationships
CERTAINTY
Access to the widest set of solutions
increases successful outcomes
SATISFACTION
Our experienced team is available
24/7 to assist you
TEAM
Stephen Smith
Mr. Smith is President and
Managing Director of CAPLINX
ADVISORS AND BOARD
Greg Bibas
Mr. Bibas is Managing Director and
Chief Technology Officer of CAPLINX
Greg Barrow
Managing Director
General Capital Partners
Senior Advisor
Victoria Cerrone
Managing Director
Aviation and Marine Finance
Senior Advisor
Steve Young
Managing Director
Citi Private Bank
Senior Advisor
Mitch Braselton
Managing Director
Eastland Capital
Senior Advisor
Jonathan Gopman
Partner
Nelson Mullins
Board Member
With team members in New York, Florida, California and Europe,
we are available 24/7 to answer your questions