Our Approach

Specialty & Lender Finance

Salem Partners has expanded its banking and advisory practice to include coverage of specialty finance and loan origination companies. Salem's clients are in the business of providing various forms of credit financing secured by hard assets. To date, Salem has worked on assignments in the real estate, sports, and equipment finance sectors.

Trusted by Top Financial INSTITUTIONS & Corporates
Our Approach

Specialty & Lender Finance

Healthcare Services

Salem Partners understands the complexities of supplying and servicing the Healthcare and Pharmaceutical Industries.  Constant changes to reimbursement and regulation add to an already challenging and competitive environment.  Our professionals offer unique expertise that includes CROs, CDMOs, pharma distribution, digital health, other pharma services, and multi-site facility care.  We diligently keep up with industry trends and regulatory changes by maintaining an open dialogue with key industry leaders and prominent private equity investors.

Life Sciences

Salem focuses its life sciences practice on emerging growth companies in the pharmaceutical and biotechnology segments.  We have particular expertise in specialty pharma and have completed multiple transactions across a wide range of development stages.  Salem Partners also is very active in supporting life sciences companies with M&A initiatives and partnering strategies to achieve growth and liquidity objectives.

Strategic Solutions

Areas of Expertise

With a proven track record, we deliver financial and strategic solutions needed to grow and transform your company.

Banking & Advisory Services

Equity Capital
  • Lending / Originations Joint-Ventures
  • OpCo / Entity Investments (Growth Capital)

Debt / Credit Capital
  • Preferred Equity
  • Mezzanine Debt
  • Senior Loans
  • Note on Note Financing
  • Credit Facilities

Covered Asset Classes

  • Residential Real Estate Lending
  • Commercial Real Estate Lending
  • Equipment Leasing (Fork Lifts, IT Infrastructure)
  • Mission Critical Hard Asset Leasing (Aviation, Maritime)
  • Other Forms of Loans or Lease Origination

Media Tech

  • Software and Technology Services
  • Data Services
  • Frontier Technologies
Strategic Solutions

Areas of Expertise

With a proven track record, we deliver financial and strategic solutions needed to grow and transform your company.

Banking & Advisory Services

Equity Capital
  • Lending / Originations Joint-Ventures
  • OpCo / Entity Investments (Growth Capital)

Debt / Credit Capital
  • Preferred Equity
  • Mezzanine Debt
  • Senior Loans
  • Note on Note Financing
  • Credit Facilities

Covered Asset Classes

  • Residential Real Estate Lending
  • Commercial Real Estate Lending
  • Equipment Leasing (Fork Lifts, IT Infrastructure)
  • Mission Critical Hard Asset Leasing (Aviation, Maritime)
  • Other Forms of Loans or Lease Origination
Strategic Solutions

Areas of Expertise

With a proven track record, we deliver financial and strategic solutions needed to grow and transform your company.

Banking & Advisory Services

Equity Capital
  • Lending / Originations Joint-Ventures
  • OpCo / Entity Investments (Growth Capital)

Debt / Credit Capital
  • Preferred Equity
  • Mezzanine Debt
  • Senior Loans
  • Note on Note Financing
  • Credit Facilities

Covered Asset Classes

  • Residential Real Estate Lending
  • Commercial Real Estate Lending
  • Equipment Leasing (Fork Lifts, IT Infrastructure)
  • Mission Critical Hard Asset Leasing (Aviation, Maritime)
  • Other Forms of Loans or Lease Origination
Strategic Solutions

Areas of Expertise

With a proven track record, we deliver financial and strategic solutions needed to grow and transform your company.

Banking & Advisory Services
Banking & Advisory Services

Equity Capital
  • Lending / Originations Joint-Ventures
  • OpCo / Entity Investments (Growth Capital)
Banking & Advisory Services

Debt / Credit Capital
  • Preferred Equity
  • Mezzanine Debt
  • Senior Loans
  • Note on Note Financing
  • Credit Facilities
Covered Asset Classes
  • Residential Real Estate Lending
  • Commercial Real Estate Lending
  • Equipment Leasing (Fork Lifts, IT Infrastructure)
  • Mission Critical Hard Asset Leasing (Aviation, Maritime)
  • Other Forms of Loans or Lease Origination

Banking & Advisory Services

Equity Capital
  • Lending / Originations Joint-Ventures
  • OpCo / Entity Investments (Growth Capital)

Debt / Credit Capital
  • Preferred Equity
  • Mezzanine Debt
  • Senior Loans
  • Note on Note Financing
  • Credit Facilities

Covered Asset Classes

  • Residential Real Estate Lending
  • Commercial Real Estate Lending
  • Equipment Leasing (Fork Lifts, IT Infrastructure)
  • Mission Critical Hard Asset Leasing (Aviation, Maritime)
  • Other Forms of Loans or Lease Origination

Client Testimonial

​"Jeff and Parker, in addition to possibly being the most likable guys in the capital markets space, are best in class capital raisers. They offer a truly bespoke process that has exceeded our expectations at every level. More impressive than their abilities is their integrity. We have worked with them on two deals and at all times we felt that they had our interests in mind."

Lance Tate
Managing Member, Embarcadero Group, LLC
Jeff Barcy
Managing Director

(415) 426 - 5650

jbarcy@salempartners.com

Parker Bennett
Director

(310) 597 - 4489

pbennett@salempartners.com

Selected Specialty & Lender Finance Transactions

Investment Banking
Specialty & Lender Finance
2021
2021
Delta Financial
Financial advisor in providing structured growth capital to Delta Financial.
Investment Banking
Specialty & Lender Finance
2021
2021
Rainmaker Holdings Group LLC
Financial advisor in facilitating a $40 million lending joint venture for Rainmaker Holdings Group, LLC.
Investment Banking
Specialty & Lender Finance
2015
2015
Ironridge
Financial advisor to Ironridge in securing debt financing to support operational growth and strategic initiatives.
Investment Banking
Specialty & Lender Finance
2005
2005
Tregaron Capital
Financial advisor to Tregaron Capital in its acquisition of Gallery Associates, Inc., the parent company of HRPlus and STAT America.

Have questions? Our team is here to help

Whether you're seeking guidance on a complex transaction, exploring investment banking possibilities, or looking for wealth management strategies, our team is here to help.