Direct Lending

Financing to Lower- and Middle-market Companies

Crestline’s direct lending strategy provides $10mm to $200mm+ tailored financing solutions to sponsor and non-sponsor backed lower and middle-market companies across North America.

Thinking Outside the Box to Secured Lending

Crestline’s direct lending philosophy emphasizes creative “out of the box” thinking when originating loans to middle market companies. Our seasoned team of investment professionals seek to find value others miss due to our specialized industry approach.


Areas of focus include businesses with one or multiple of the following attributes: recurring revenues, defensive multi-site models and hard assets. Industry verticals include, but are not limited to, business services, healthcare, industrial services, payment processing, media, software & technology, security and specialty finance.


Crestline’s expansive platform enables our deal teams to be a valued-added resource for companies by utilizing our experienced advisor network of current and former executives for industry intelligence.

For inquiries related to potential credit
and direct lending opportunities, please contact:

Marc Strauss
+1 (917) 208-4025
Jake Friemel
+1 (817) 339-7383

Investment Parameters

Investment Size

$10mm - $200mm

  •  1st Lien Debt
  • 2nd Lien Debt
  • Equity Co-Invest
  • Acquisition Financing
  • Corporate Carve-outs
  • Growth Capital
  • Leveraged Buyouts
  • Refinancing
  • Recapitalization
  • Secondary Purchases
  • Special Situations
Ownership Profile
  • Sponsored
  • Hybrid
  • Non-sponsored
  • Public

North America

Types of Investments

  • Cash Flow Loans
  • Corporate Carve-outs
  • Enterprise Value Financings
  • Recurring Revenue Lending
  • Bridge, Specialty or Asset-backed Loans

Interested in Seeking Capital

Contact us to learn how we apply creativity and flexibility to our capital solutions.

Join Our Team

Strong partnerships with customers start with the right colleagues.