A CX LENDING DIVISION · PRIVATE CREDITDESK IN FORMATION

CX Private Credit

A private credit desk in formation. Building the capital partners — direct lenders, BDCs, family offices, and credit funds — to orchestrate unitranche, second-lien, and asset-based facilities for sponsored and non-sponsored middle-market borrowers.

WHAT WE DO

Flexible credit, institutional process.

01

Unitranche

Single-tranche senior debt for sponsor-backed buyouts and recaps.

02

Second-lien

Subordinated piece behind a bank tranche; bridges the LTV gap.

03

Asset-based

Revolvers and term loans secured by AR, inventory, equipment, or real estate.

HOW IT WORKS

A single process, division-tuned.

01

Teaser

CIM or teaser reviewed, call with management scheduled.

02

IC screen

Preliminary terms issued after first IC screen.

03

Diligence

QoE, legal, insurance, and market review.

04

Close

Credit agreement, security docs, and funding to close date.

05

Monitor

Monthly reporting, covenant checks, and relationship management.

BUILDING THE PRIVATE CREDIT BENCH

We're assembling the lender book.

CX Private Credit is in formation. We're sourcing capital partners — banks, debt funds, BDCs, insurance, family offices, and institutional allocators — to anchor the book before we open the desk to borrowers. If you allocate to this asset class, we'd like to talk.

Borrowers — for SBA, Film, and Commercial Real Estate financing today, see the active CX divisions.