Crestline Investors, Inc. (“Crestline”), a leading provider of fund liquidity solutions, announced its participation in a $575 million Net Asset Value (“NAV”) loan to a Family Office (the “Borrower”). Crestline had been closely following the transaction since 2023 and was pleased to join the lead lender as the sole participant, with no further syndications.
The facility is secured by a diversified portfolio of assets operating across largely uncorrelated sectors in the U.S. and the U.K. Proceeds from the financing provided the Borrower with capital to refinance its existing NAV facility and to serve as a bridge while the Borrower pursues new long-term debt solutions on select unlevered assets.
“Our familiarity with this portfolio and engagement since the early stages gave us conviction to partner alongside the lead lender on this quality financing,” said Daniel Gabay, Director at Crestline. “We continue to see strong alignment of interest with family office borrowers and believe they represent an increasingly important segment of the NAV finance market”.
With a strong track record in NAV-based lending and a commitment to delivering tailored, capital-efficient solutions, Crestline remains an experienced partner for managers navigating today’s evolving private markets.
About Crestline Investors
Crestline Investors, Inc. is a global alternative investment management firm founded in 1997 and based in Fort Worth, Texas, with affiliate offices in London, New York, Tokyo, and Toronto. The firm has approximately $18 billion of assets under management (as of June 30, 2025) including its capital solutions, direct lending, and portfolio finance platforms. For more information, visit www.crestlineinvestors.com.
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