
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.
Flexible credit, institutional process.
Unitranche
Single-tranche senior debt for sponsor-backed buyouts and recaps.
Second-lien
Subordinated piece behind a bank tranche; bridges the LTV gap.
Asset-based
Revolvers and term loans secured by AR, inventory, equipment, or real estate.
A single process, division-tuned.
Teaser
CIM or teaser reviewed, call with management scheduled.
IC screen
Preliminary terms issued after first IC screen.
Diligence
QoE, legal, insurance, and market review.
Close
Credit agreement, security docs, and funding to close date.
Monitor
Monthly reporting, covenant checks, and relationship management.
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.