News & Insights

Robert Gallivan, head of Colbeck’s Investment Team, discusses the emerging trends in documentation at the 2023 Private Credit Industry Conference on Direct Lending and Middle Market Finance. His panel explores tips for navigating the road ahead, lessons learned from past creditor situations, and important considerations when arranging a deal.

Jason Colodne is interviewed by Anna Papadopoulos on the uptick in distressed companies in need of financing. “Often times there is a time-sensitive capital need that can’t be resolved with traditional debt. Additionally ... [companies] could have some kind of complexity in their credit story that makes it difficult to find regular way financings."

Colbeck Capital Managing Director Tony Hokayem speaks to LevFin Insights for their January 2023 publication of Middle Market Insight. The piece explores how 2023 may bring a wave of amendments for direct lending. Download the publication below.

“When you’re looking at dividing between fixed-income and equities and all the asset classes in the middle, private credit is one of those that obviously has been growing quite rapidly,” says Hokayem of Colbeck Capital. Read more from the Q3 2022 article in Fin News.

In this installment of ABL Advisors video series featuring thought leaders from the commercial finance industry, Colbeck's own Tony Hokayem provides a detailed view of the role Covenant-lite credit facilities play in this highly competitive market.

Colbeck Capital took an Active Sponsorship Role for the 2022 Private Debt Deal Connect: Private Lenders & Debt Raise Investment Banks. The event featured three afternoon panels focused on trends impacting the lending landscape, with Colbeck’s Tony Hokayem featured as a speaker on the first panel of the day, “Assessing Risk in a Volatile Market.”

Colbeck Capital Management announced it had provided a $58.5 million facility to ramp up operations of an American fuel producer. The growth capital will support the new company's production, storage, and distribution of biodiesel.

Colbeck Capital Management provided a $65 million senior secured debt facility to one of the largest mechanical contractors in the United States. An industry leader in mechanical systems solutions, the company specializes in the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems.

Proceeds from the facility were used to refinance the company’s existing credit facility, provide working capital, and fund future acquisitions. Headquartered in Pittsburgh, Pennsylvania, the company enjoys a national, blue chip customer base and continues to expand its presence in key geographic regions.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ refinancing needs and future portfolio investments.

Colbeck Capital Management provided a $70 million senior secured debt facility to a Corpus Christi, Texas-based law firm. The law firm operates an award-winning, internationally recognized brand and has been in operation in the United States and Mexico since 1986. 

Proceeds from the facility were used to refinance its existing credit facility, fund operational needs, cover transaction expenses, and provide new opportunities for marketing and advertising.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ growth and refinancing needs.

Colbeck Capital Management provided a senior secured debt facility to a recently developed, highly competitive cemetery in southeastern Florida. The company offers a large portfolio of custom funeral services, including pre-planning, arrangements, burial & cremation, mausoleum, and graveside services. As the first new cemetery to open in the area in fifty years, the 47-acre property provides a unique competitive advantage within the local market.

Proceeds from the facility were used to support working capital needs and develop the growing company’s brand building and marketing.  

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management provided bridge financing to a hospitality investing platform. The company operates a large portfolio of some of the most iconic and recognizable hotel brands within the New York, Los Angeles, Palm Springs, Scottsdale, and Washington, D.C. larger areas.

Proceeds from the facility were used to fund working capital needs while refinancing one of the company’s hospitality investments.

Colbeck Capital Management has extensive experience providing flexible capital solutions to support companies’ operational and refinancing needs.

Colbeck Capital Management provided a $55 million senior secured debt facility to a Houston-based law firm that specializes in the consumer products space. The company operates a diverse portfolio of valuable, mature assets and is led by one of the leading trial attorneys in the country.

Proceeds from the facility were used to fund current operating expenses, refinance its existing credit facility, and support the acquisition of new assets.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and deliver timely growth opportunities.

Colbeck Capital Management provided financing to a leading technology provider for the live media and entertainment market. A trusted partner for 90% of the world’s major media brands, the company helps its customers transition to IP and cloud-based infrastructures to enable premium live content.

Proceeds from the facility were used to support a corporate carve-out of the company from a legacy cable and hardware provider, accelerating its transition to a software-based platform and expanding its reputation as a leading media innovator. 
 
Colbeck Capital Management has extensive experience providing strategic capital to support transformative growth opportunities.

Colbeck Capital Management has provided a $100 million senior secured debt facility to a leading national insurance agency. The company’s group of independent retail insurance agencies provides personal lines, commercial lines, and life and health insurance. The insurance provider offers a robust national network combined with the local expertise of its regional agencies.

Proceeds from the facility were used to finance the acquisition of nine retail insurance agencies, consolidate ownership, and expand its regional offerings.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities and meet companies’ industry specific needs.

Colbeck Capital Management has provided a $80 million senior secured debt facility to a diversified energy company focused on energy related assets. The company enjoys significant market diversity, owning or leasing over 250 million tons of proven and probable reserves.

Proceeds from the facility were used to refinance the company’s existing credit facility, fully collateralize its existing letters of credit, and fund general working capital needs.

Colbeck Capital Management has extensive experience providing strategic financing to support companies’ growth and refinancing needs.

Colbeck Capital Management has provided a $125 million senior secured acquisition facility to a specialty pharmaceutical company focused on commercializing branded and prescription drugs for the U.S. market. The company and its affiliate, a pharmaceutical manufacturing and packaging organization, operate as a premier supplier of difficult to source products in retail and institutional pharmacy.

Proceeds from the facility were used to expand the company’s portfolio of branded generics, building a robust pipeline of specialty products to accelerate the company’s market growth.

Colbeck Capital Management has extensive experience providing strategic financing to expand companies’ market reach and deliver timely growth opportunities.

Colbeck Capital Management provided a $40 million senior secured debt facility to one of the largest language-education companies worldwide. The company offers a comprehensive portfolio of language learning programs for corporate clients, government and institutional programs, and children and adult learners. With more than 140 years of experience, it has global operations in 500 locations, 70 countries, and 50 languages. 

Proceeds from the facility were used to support working capital needs and facilitate the company’s merger with a complementary business.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management has provided a $42 million senior secured growth facility to the worldwide market leader in shopper analytics and retail data infrastructure. The company delivers comprehensive, real-time, in-store analytics that provide retailers with complete visibility on customer engagement.

Proceeds from the facility were used to refinance the company’s existing credit facility and provide working capital, allowing the company to accelerate its worldwide implementation of retail data infrastructure across 20,000+ stores in 90+ countries.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth and refinancing opportunities.

Colbeck Capital Management has provided a $143 million senior secured acquisition facility to a leading independent insurance agency operating in the Tri-State area. The insurance agency provides best in industry products, specializing in P&C insurance brokerage and ultra-high net worth life insurance and family office services.

Proceeds from the facility were used to expand its offerings in the P&C insurance brokerage space, allowing the company to acquire a boutique independent retail insurance agency serving the broader United States.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities.

Colbeck Capital Management provided $125 million in financing for a global provider of enterprise software support services. The company provides cost-effective, premium software maintenance, driving substantial savings for nearly 4,700 clients, including 180 Fortune 500 and Global 100 organizations.

Proceeds from the financing round were used to drive the company’s multi-billion-dollar global business plan, allowing the company to meet accelerating demand for its enterprise software support solutions across the globe.

Colbeck Capital Management has extensive experience providing strategic financing to enable companies to achieve better business outcomes and realize significant growth milestones.

Colbeck Capital Management provided $50 million in financing to a specialty provider of capital and risk management services in the retail energy sector. The company serves the expanding North American retail energy market, providing asset-backed credit to support commodity purchases and marketing and acquisition costs.

Proceeds from the financing round were used to provide credit support facilities to retail energy providers, expand the company’s wholesale energy supply business, and continue its operational expansion into energy markets.

Colbeck Capital Management has extensive experience providing strategic financing to accelerate companies’ growth transactions and market performance.

Jason Colodne shares the three reasons he expects the number of bankruptcies and debt refinancings to remain low in Q3 2022. Read his reasons and more in the latest installment of the Creditflux Rendezvous.

Colbeck Capital Management provided a $65 million senior secured debt facility to one of the largest mechanical contractors in the United States. An industry leader in mechanical systems solutions, the company specializes in the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems.

Proceeds from the facility were used to refinance the company’s existing credit facility, provide working capital, and fund future acquisitions. Headquartered in Pittsburgh, Pennsylvania, the company enjoys a national, blue chip customer base and continues to expand its presence in key geographic regions.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ refinancing needs and future portfolio investments.

Colbeck Capital Management provided a $70 million senior secured debt facility to a Corpus Christi, Texas-based law firm. The law firm operates an award-winning, internationally recognized brand and has been in operation in the United States and Mexico since 1986. 

Proceeds from the facility were used to refinance its existing credit facility, fund operational needs, cover transaction expenses, and provide new opportunities for marketing and advertising.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ growth and refinancing needs.

Colbeck Capital Management provided a senior secured debt facility to a recently developed, highly competitive cemetery in southeastern Florida. The company offers a large portfolio of custom funeral services, including pre-planning, arrangements, burial & cremation, mausoleum, and graveside services. As the first new cemetery to open in the area in fifty years, the 47-acre property provides a unique competitive advantage within the local market.

Proceeds from the facility were used to support working capital needs and develop the growing company’s brand building and marketing.  

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management provided bridge financing to a hospitality investing platform. The company operates a large portfolio of some of the most iconic and recognizable hotel brands within the New York, Los Angeles, Palm Springs, Scottsdale, and Washington, D.C. larger areas.

Proceeds from the facility were used to fund working capital needs while refinancing one of the company’s hospitality investments.

Colbeck Capital Management has extensive experience providing flexible capital solutions to support companies’ operational and refinancing needs.

Colbeck Capital Management provided a $55 million senior secured debt facility to a Houston-based law firm that specializes in the consumer products space. The company operates a diverse portfolio of valuable, mature assets and is led by one of the leading trial attorneys in the country.

Proceeds from the facility were used to fund current operating expenses, refinance its existing credit facility, and support the acquisition of new assets.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and deliver timely growth opportunities.

Colbeck Capital Management provided financing to a leading technology provider for the live media and entertainment market. A trusted partner for 90% of the world’s major media brands, the company helps its customers transition to IP and cloud-based infrastructures to enable premium live content.

Proceeds from the facility were used to support a corporate carve-out of the company from a legacy cable and hardware provider, accelerating its transition to a software-based platform and expanding its reputation as a leading media innovator. 
 
Colbeck Capital Management has extensive experience providing strategic capital to support transformative growth opportunities.

Colbeck Capital Management has provided a $100 million senior secured debt facility to a leading national insurance agency. The company’s group of independent retail insurance agencies provides personal lines, commercial lines, and life and health insurance. The insurance provider offers a robust national network combined with the local expertise of its regional agencies.

Proceeds from the facility were used to finance the acquisition of nine retail insurance agencies, consolidate ownership, and expand its regional offerings.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities and meet companies’ industry specific needs.

Colbeck Capital Management has provided a $80 million senior secured debt facility to a diversified energy company focused on energy related assets. The company enjoys significant market diversity, owning or leasing over 250 million tons of proven and probable reserves.

Proceeds from the facility were used to refinance the company’s existing credit facility, fully collateralize its existing letters of credit, and fund general working capital needs.

Colbeck Capital Management has extensive experience providing strategic financing to support companies’ growth and refinancing needs.

Colbeck Capital Management has provided a $125 million senior secured acquisition facility to a specialty pharmaceutical company focused on commercializing branded and prescription drugs for the U.S. market. The company and its affiliate, a pharmaceutical manufacturing and packaging organization, operate as a premier supplier of difficult to source products in retail and institutional pharmacy.

Proceeds from the facility were used to expand the company’s portfolio of branded generics, building a robust pipeline of specialty products to accelerate the company’s market growth.

Colbeck Capital Management has extensive experience providing strategic financing to expand companies’ market reach and deliver timely growth opportunities.

Colbeck Capital Management provided a $40 million senior secured debt facility to one of the largest language-education companies worldwide. The company offers a comprehensive portfolio of language learning programs for corporate clients, government and institutional programs, and children and adult learners. With more than 140 years of experience, it has global operations in 500 locations, 70 countries, and 50 languages. 

Proceeds from the facility were used to support working capital needs and facilitate the company’s merger with a complementary business.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management has provided a $42 million senior secured growth facility to the worldwide market leader in shopper analytics and retail data infrastructure. The company delivers comprehensive, real-time, in-store analytics that provide retailers with complete visibility on customer engagement.

Proceeds from the facility were used to refinance the company’s existing credit facility and provide working capital, allowing the company to accelerate its worldwide implementation of retail data infrastructure across 20,000+ stores in 90+ countries.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth and refinancing opportunities.

Colbeck Capital Management has provided a $143 million senior secured acquisition facility to a leading independent insurance agency operating in the Tri-State area. The insurance agency provides best in industry products, specializing in P&C insurance brokerage and ultra-high net worth life insurance and family office services.

Proceeds from the facility were used to expand its offerings in the P&C insurance brokerage space, allowing the company to acquire a boutique independent retail insurance agency serving the broader United States.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities.

“When you’re looking at dividing between fixed-income and equities and all the asset classes in the middle, private credit is one of those that obviously has been growing quite rapidly,” says Hokayem of Colbeck Capital. Read more from the Q3 2022 article in Fin News.

Robert Gallivan, head of Colbeck’s Investment Team, discusses the emerging trends in documentation at the 2023 Private Credit Industry Conference on Direct Lending and Middle Market Finance. His panel explores tips for navigating the road ahead, lessons learned from past creditor situations, and important considerations when arranging a deal.

Colbeck Capital Managing Director Tony Hokayem speaks to LevFin Insights for their January 2023 publication of Middle Market Insight. The piece explores how 2023 may bring a wave of amendments for direct lending. Download the publication below.

Jason Colodne is interviewed by Anna Papadopoulos on the uptick in distressed companies in need of financing. “Often times there is a time-sensitive capital need that can’t be resolved with traditional debt. Additionally ... [companies] could have some kind of complexity in their credit story that makes it difficult to find regular way financings."

In this installment of ABL Advisors video series featuring thought leaders from the commercial finance industry, Colbeck's own Tony Hokayem provides a detailed view of the role Covenant-lite credit facilities play in this highly competitive market.

Colbeck Capital Management announced it had provided a $58.5 million facility to ramp up operations of an American fuel producer. The growth capital will support the new company's production, storage, and distribution of biodiesel.