News & Insights

Evan Buckwalter attended Opus Connect's Dallas Private Debt Deal Connect and Summit. The event featured expert panels discussing sector-specific challenges and opportunities, alongside interactive rotations with leading private lenders and M&A professionals.

Jared Talisman and team attended the McGuireWoods Independent Sponsor Conference, focusing on the independent sponsor market and deal-sourcing strategies. The event facilitated discussions on debt financing solutions, cross-border transactions, and co-sponsor partnerships.

Evan Buckwalter attended the Opus Connect NYC Independent Sponsor Deal Connect & Summit, where independent sponsors and capital providers engaged in one-on-one meetings and panels focused on M&A trends, operational enhancements, and growth strategies.

Gabe Carreiro attended Proskauer’s 2024 Private Credit Summit. The event gathered leading lenders and capital allocators to discuss the future of private credit, featuring insights into credit fundraising trends, special situations, and networking opportunities.

Managing Director Jared Talisman attended the ACG M&A East Conference in Philadelphia. The event gathered over 1,300 middle-market dealmakers for networking, discussions on best practices, and opportunities to engage with industry leaders in the M&A landscape.

Colbeck Capital's team attended the Smart Business Dealmaker’s D.C. Capital Region Conference, engaging with industry leaders in discussions on M&A trends, investment strategies, and opportunities in the capital markets.

The team attended the iConnections Funds4Teachers LPGP Networking Reception, engaging with limited partners and general partners. The event focused on fostering relationships and exploring collaborative opportunities while supporting educational initiatives.

The team attended the iGlobal Forum Independent Sponsors Summit, where they connected with key players in the alternatives space. The summit featured discussions on current trends, fundraising strategies, and the evolving landscape of independent sponsorship.

Colbeck Capital's team attended the Private Debt Investor New York Forum 2024. The forum featured key discussions on market trends, investment strategies, and opportunities for collaboration in the private debt space.

Colbeck Capital's team attended the Opus Connect NYC Private Debt Conference. The event featured insightful panels and networking sessions focused on deal sourcing, risk management, and strategies for navigating the evolving private debt landscape.

Colbeck Capital’s team attended the Opal Group Family Office Private Wealth Legacy Summit. The event provided insights into innovative strategies for family offices, investment opportunities, and legacy planning, fostering connections.

Colbeck Capital's team attended the 2024 ACG NY Summer Dealmaking Conference. The conference provided a platform for networking and discussions on investment opportunities, economic trends, and best practices in deal-making within the middle-market landscape.

Colbeck Capital's team participated in the NextGen Summer Carnival organized by the Turnaround Management Association. The event provided a unique opportunity for networking among young professionals in the turnaround and restructuring industries.

Colbeck Capital’s team attended the Proskauer Private Credit Academy event, focusing on navigating liability management transactions. Industry experts shared insights into effective strategies for managing credit risk and optimizing financial structures.

Evan Buckwalter attended the Turnaround Management Association’s Chrome Cocktails Networking Event, where industry professionals gathered to discuss strategies for driving business results and enhancing turnaround efforts.

Gabe Carreiro attended the Opal Group Private Credit Summit in New York City. The event focused on the evolving landscape of credit opportunities, featuring discussions on market trends, risk management, and strategies for private credit investment.

Managing Director Gabe Carreiro attended the Ropes & Gray 2024 Credit Funds Forum in New York City. The event gathered industry leaders to discuss deal sourcing, risk mitigation, and the evolving landscape of private credit funds.

Evan Buckwalter attended the Smart Business Dealmakers Conference in NYC, engaging with middle-market dealmakers to discuss the latest trends in M&A. The event featured panels on high interest rates, political uncertainty, and the impact of AI on dealmaking.

Jason Colodne, Jason Beckman, and Alex Sarver attended SuperReturn International 2024 in Berlin. The event gathered global investment leaders to discuss key trends in fundraising, private debt, co-investments, and institutional asset management.

Evan Buckwalter participated in Opus Connect’s Chicago Private Debt Summit, networking with private lenders and investment bankers. The event featured panels and meetings aimed at fostering strategic partnerships in private debt and middle-market lending.

https://www.businesswire.com/news/home/20240503500544/en/Jared-Talisman-Joins-Colbeck-Capital-as-Managing-Director-and-Head-of-Originations

Colbeck Capital presents its strategic vision for the future, focusing on market trends and opportunities in private credit. The piece emphasizes the firm's proactive approach to navigating challenges and maximizing growth potential in an evolving landscape.

Co-Founders Jason Beckman and Jason Colodne attended Pension Bridge 2024, where private credit leaders in Carlsbad, California, discussed macroeconomic trends, responsible investing, and emerging opportunities in private credit markets.

Colbeck co-Founders Jason Colodne and Jason Colbeck are quoted alongside other industry experts, discussing expectations for private debt in 2024.

In this Q&A, Colbeck Capital’s team shares insights on investment strategies and market trends in private credit. The discussion underscores the firm’s vision and commitment to navigating economic challenges while fostering growth in the middle-market sector.

Jason Beckman and Alex Sarver attended SuperReturn Private Credit US 2023 in New York City. The event gathered 400+ industry leaders to discuss direct lending, specialty finance, and the future of private credit.

Senior VP, Keith Johnson, discussed private credit trends at The Financing Forum in California on October 20, 2023. Leading experts shared insights on navigating risk and making strategic lending decisions in the evolving financial landscape.

Colbeck Capital presents its rationale for strategic lending, highlighting the need for adaptable investment strategies in today's market. The analysis covers key trends, risks, and opportunities in private credit.

Robert Gallivan spoke at the Private Credit Industry Conference, discussing emerging trends in deal documentation and strategies for lenders, borrowers, and private equity firms. Key insights were shared on direct lending and middle market finance.

Robert Gallivan, head of Colbeck’s Investment Team, discusses the emerging trends in documentation at the 2023 Private Credit Industry Conference on Direct Lending and Middle Market Finance. His panel explores tips for navigating the road ahead, lessons learned from past creditor situations, and important considerations when arranging a deal.

In a recent interview, Jason Colodne of Colbeck Capital Management discusses leadership, investment strategies, and the future of private credit. He shares insights on overcoming market challenges and fostering innovation within the firm.

Jason Colodne is interviewed by Anna Papadopoulos on the uptick in distressed companies in need of financing. “Often times there is a time-sensitive capital need that can’t be resolved with traditional debt. Additionally ... [companies] could have some kind of complexity in their credit story that makes it difficult to find regular way financings."

Colbeck Capital Managing Director Tony Hokayem speaks to LevFin Insights for their January 2023 publication of Middle Market Insight. The piece explores how 2023 may bring a wave of amendments for direct lending. Download the publication below.

“When you’re looking at dividing between fixed-income and equities and all the asset classes in the middle, private credit is one of those that obviously has been growing quite rapidly,” says Hokayem of Colbeck Capital. Read more from the Q3 2022 article in Fin News.

In this installment of ABL Advisors video series featuring thought leaders from the commercial finance industry, Colbeck's own Tony Hokayem provides a detailed view of the role Covenant-lite credit facilities play in this highly competitive market.

Colbeck Capital took an Active Sponsorship Role for the 2022 Private Debt Deal Connect: Private Lenders & Debt Raise Investment Banks. The event featured three afternoon panels focused on trends impacting the lending landscape, with Colbeck’s Tony Hokayem featured as a speaker on the first panel of the day, “Assessing Risk in a Volatile Market.”

Colbeck Capital Management announced it had provided a $58.5 million facility to ramp up operations of an American fuel producer. The growth capital will support the new company's production, storage, and distribution of biodiesel.

Colbeck Capital Management provided a $65 million senior secured debt facility to one of the largest mechanical contractors in the United States. An industry leader in mechanical systems solutions, the company specializes in the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems.

Proceeds from the facility were used to refinance the company’s existing credit facility, provide working capital, and fund future acquisitions. Headquartered in Pittsburgh, Pennsylvania, the company enjoys a national, blue chip customer base and continues to expand its presence in key geographic regions.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ refinancing needs and future portfolio investments.

Colbeck Capital Management provided a $70 million senior secured debt facility to a Corpus Christi, Texas-based law firm. The law firm operates an award-winning, internationally recognized brand and has been in operation in the United States and Mexico since 1986. 

Proceeds from the facility were used to refinance its existing credit facility, fund operational needs, cover transaction expenses, and provide new opportunities for marketing and advertising.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ growth and refinancing needs.

Colbeck Capital Management provided a senior secured debt facility to a recently developed, highly competitive cemetery in southeastern Florida. The company offers a large portfolio of custom funeral services, including pre-planning, arrangements, burial & cremation, mausoleum, and graveside services. As the first new cemetery to open in the area in fifty years, the 47-acre property provides a unique competitive advantage within the local market.

Proceeds from the facility were used to support working capital needs and develop the growing company’s brand building and marketing.  

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management provided bridge financing to a hospitality investing platform. The company operates a large portfolio of some of the most iconic and recognizable hotel brands within the New York, Los Angeles, Palm Springs, Scottsdale, and Washington, D.C. larger areas.

Proceeds from the facility were used to fund working capital needs while refinancing one of the company’s hospitality investments.

Colbeck Capital Management has extensive experience providing flexible capital solutions to support companies’ operational and refinancing needs.

Colbeck Capital Management provided a $55 million senior secured debt facility to a Houston-based law firm that specializes in the consumer products space. The company operates a diverse portfolio of valuable, mature assets and is led by one of the leading trial attorneys in the country.

Proceeds from the facility were used to fund current operating expenses, refinance its existing credit facility, and support the acquisition of new assets.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and deliver timely growth opportunities.

Colbeck Capital Management provided financing to a leading technology provider for the live media and entertainment market. A trusted partner for 90% of the world’s major media brands, the company helps its customers transition to IP and cloud-based infrastructures to enable premium live content.

Proceeds from the facility were used to support a corporate carve-out of the company from a legacy cable and hardware provider, accelerating its transition to a software-based platform and expanding its reputation as a leading media innovator. 
 
Colbeck Capital Management has extensive experience providing strategic capital to support transformative growth opportunities.

Colbeck Capital Management has provided a $100 million senior secured debt facility to a leading national insurance agency. The company’s group of independent retail insurance agencies provides personal lines, commercial lines, and life and health insurance. The insurance provider offers a robust national network combined with the local expertise of its regional agencies.

Proceeds from the facility were used to finance the acquisition of nine retail insurance agencies, consolidate ownership, and expand its regional offerings.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities and meet companies’ industry specific needs.

Colbeck Capital Management has provided a $80 million senior secured debt facility to a diversified energy company focused on energy related assets. The company enjoys significant market diversity, owning or leasing over 250 million tons of proven and probable reserves.

Proceeds from the facility were used to refinance the company’s existing credit facility, fully collateralize its existing letters of credit, and fund general working capital needs.

Colbeck Capital Management has extensive experience providing strategic financing to support companies’ growth and refinancing needs.

Colbeck Capital Management has provided a $125 million senior secured acquisition facility to a specialty pharmaceutical company focused on commercializing branded and prescription drugs for the U.S. market. The company and its affiliate, a pharmaceutical manufacturing and packaging organization, operate as a premier supplier of difficult to source products in retail and institutional pharmacy.

Proceeds from the facility were used to expand the company’s portfolio of branded generics, building a robust pipeline of specialty products to accelerate the company’s market growth.

Colbeck Capital Management has extensive experience providing strategic financing to expand companies’ market reach and deliver timely growth opportunities.

Colbeck Capital Management provided a $40 million senior secured debt facility to one of the largest language-education companies worldwide. The company offers a comprehensive portfolio of language learning programs for corporate clients, government and institutional programs, and children and adult learners. With more than 140 years of experience, it has global operations in 500 locations, 70 countries, and 50 languages. 

Proceeds from the facility were used to support working capital needs and facilitate the company’s merger with a complementary business.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management has provided a $42 million senior secured growth facility to the worldwide market leader in shopper analytics and retail data infrastructure. The company delivers comprehensive, real-time, in-store analytics that provide retailers with complete visibility on customer engagement.

Proceeds from the facility were used to refinance the company’s existing credit facility and provide working capital, allowing the company to accelerate its worldwide implementation of retail data infrastructure across 20,000+ stores in 90+ countries.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth and refinancing opportunities.

Colbeck Capital Management has provided a $143 million senior secured acquisition facility to a leading independent insurance agency operating in the Tri-State area. The insurance agency provides best in industry products, specializing in P&C insurance brokerage and ultra-high net worth life insurance and family office services.

Proceeds from the facility were used to expand its offerings in the P&C insurance brokerage space, allowing the company to acquire a boutique independent retail insurance agency serving the broader United States.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities.

Colbeck Capital Management provided $125 million in financing for a global provider of enterprise software support services. The company provides cost-effective, premium software maintenance, driving substantial savings for nearly 4,700 clients, including 180 Fortune 500 and Global 100 organizations.

Proceeds from the financing round were used to drive the company’s multi-billion-dollar global business plan, allowing the company to meet accelerating demand for its enterprise software support solutions across the globe.

Colbeck Capital Management has extensive experience providing strategic financing to enable companies to achieve better business outcomes and realize significant growth milestones.

Colbeck Capital Management provided $50 million in financing to a specialty provider of capital and risk management services in the retail energy sector. The company serves the expanding North American retail energy market, providing asset-backed credit to support commodity purchases and marketing and acquisition costs.

Proceeds from the financing round were used to provide credit support facilities to retail energy providers, expand the company’s wholesale energy supply business, and continue its operational expansion into energy markets.

Colbeck Capital Management has extensive experience providing strategic financing to accelerate companies’ growth transactions and market performance.

Co-founder Jason Colodne is featured in the latest Credit Rendezvous by CreditFlux, wherein experts discussed strategies to manage inflation and recession risks while addressing potential market volatility.

Jason Colodne shares the three reasons he expects the number of bankruptcies and debt refinancings to remain low in Q3 2022. Read his reasons and more in the latest installment of the Creditflux Rendezvous.

Evan Buckwalter attended Opus Connect's Dallas Private Debt Deal Connect and Summit. The event featured expert panels discussing sector-specific challenges and opportunities, alongside interactive rotations with leading private lenders and M&A professionals.

Jared Talisman and team attended the McGuireWoods Independent Sponsor Conference, focusing on the independent sponsor market and deal-sourcing strategies. The event facilitated discussions on debt financing solutions, cross-border transactions, and co-sponsor partnerships.

Evan Buckwalter attended the Opus Connect NYC Independent Sponsor Deal Connect & Summit, where independent sponsors and capital providers engaged in one-on-one meetings and panels focused on M&A trends, operational enhancements, and growth strategies.

Gabe Carreiro attended Proskauer’s 2024 Private Credit Summit. The event gathered leading lenders and capital allocators to discuss the future of private credit, featuring insights into credit fundraising trends, special situations, and networking opportunities.

Managing Director Jared Talisman attended the ACG M&A East Conference in Philadelphia. The event gathered over 1,300 middle-market dealmakers for networking, discussions on best practices, and opportunities to engage with industry leaders in the M&A landscape.

Colbeck Capital's team attended the Smart Business Dealmaker’s D.C. Capital Region Conference, engaging with industry leaders in discussions on M&A trends, investment strategies, and opportunities in the capital markets.

The team attended the iConnections Funds4Teachers LPGP Networking Reception, engaging with limited partners and general partners. The event focused on fostering relationships and exploring collaborative opportunities while supporting educational initiatives.

The team attended the iGlobal Forum Independent Sponsors Summit, where they connected with key players in the alternatives space. The summit featured discussions on current trends, fundraising strategies, and the evolving landscape of independent sponsorship.

Colbeck Capital's team attended the Private Debt Investor New York Forum 2024. The forum featured key discussions on market trends, investment strategies, and opportunities for collaboration in the private debt space.

Colbeck Capital's team attended the Opus Connect NYC Private Debt Conference. The event featured insightful panels and networking sessions focused on deal sourcing, risk management, and strategies for navigating the evolving private debt landscape.

Colbeck Capital’s team attended the Opal Group Family Office Private Wealth Legacy Summit. The event provided insights into innovative strategies for family offices, investment opportunities, and legacy planning, fostering connections.

Colbeck Capital's team attended the 2024 ACG NY Summer Dealmaking Conference. The conference provided a platform for networking and discussions on investment opportunities, economic trends, and best practices in deal-making within the middle-market landscape.

Colbeck Capital's team participated in the NextGen Summer Carnival organized by the Turnaround Management Association. The event provided a unique opportunity for networking among young professionals in the turnaround and restructuring industries.

Colbeck Capital’s team attended the Proskauer Private Credit Academy event, focusing on navigating liability management transactions. Industry experts shared insights into effective strategies for managing credit risk and optimizing financial structures.

Evan Buckwalter attended the Turnaround Management Association’s Chrome Cocktails Networking Event, where industry professionals gathered to discuss strategies for driving business results and enhancing turnaround efforts.

Gabe Carreiro attended the Opal Group Private Credit Summit in New York City. The event focused on the evolving landscape of credit opportunities, featuring discussions on market trends, risk management, and strategies for private credit investment.

Managing Director Gabe Carreiro attended the Ropes & Gray 2024 Credit Funds Forum in New York City. The event gathered industry leaders to discuss deal sourcing, risk mitigation, and the evolving landscape of private credit funds.

Evan Buckwalter attended the Smart Business Dealmakers Conference in NYC, engaging with middle-market dealmakers to discuss the latest trends in M&A. The event featured panels on high interest rates, political uncertainty, and the impact of AI on dealmaking.

Jason Colodne, Jason Beckman, and Alex Sarver attended SuperReturn International 2024 in Berlin. The event gathered global investment leaders to discuss key trends in fundraising, private debt, co-investments, and institutional asset management.

Evan Buckwalter participated in Opus Connect’s Chicago Private Debt Summit, networking with private lenders and investment bankers. The event featured panels and meetings aimed at fostering strategic partnerships in private debt and middle-market lending.

https://www.businesswire.com/news/home/20240503500544/en/Jared-Talisman-Joins-Colbeck-Capital-as-Managing-Director-and-Head-of-Originations

Colbeck Capital presents its strategic vision for the future, focusing on market trends and opportunities in private credit. The piece emphasizes the firm's proactive approach to navigating challenges and maximizing growth potential in an evolving landscape.

Co-Founders Jason Beckman and Jason Colodne attended Pension Bridge 2024, where private credit leaders in Carlsbad, California, discussed macroeconomic trends, responsible investing, and emerging opportunities in private credit markets.

Colbeck co-Founders Jason Colodne and Jason Colbeck are quoted alongside other industry experts, discussing expectations for private debt in 2024.

Jason Beckman and Alex Sarver attended SuperReturn Private Credit US 2023 in New York City. The event gathered 400+ industry leaders to discuss direct lending, specialty finance, and the future of private credit.

Senior VP, Keith Johnson, discussed private credit trends at The Financing Forum in California on October 20, 2023. Leading experts shared insights on navigating risk and making strategic lending decisions in the evolving financial landscape.

Robert Gallivan spoke at the Private Credit Industry Conference, discussing emerging trends in deal documentation and strategies for lenders, borrowers, and private equity firms. Key insights were shared on direct lending and middle market finance.

Colbeck Capital Management provided a $65 million senior secured debt facility to one of the largest mechanical contractors in the United States. An industry leader in mechanical systems solutions, the company specializes in the design, installation, management, service, and maintenance of HVAC, mechanical, electrical, plumbing and control systems.

Proceeds from the facility were used to refinance the company’s existing credit facility, provide working capital, and fund future acquisitions. Headquartered in Pittsburgh, Pennsylvania, the company enjoys a national, blue chip customer base and continues to expand its presence in key geographic regions.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ refinancing needs and future portfolio investments.

Colbeck Capital Management provided a $70 million senior secured debt facility to a Corpus Christi, Texas-based law firm. The law firm operates an award-winning, internationally recognized brand and has been in operation in the United States and Mexico since 1986. 

Proceeds from the facility were used to refinance its existing credit facility, fund operational needs, cover transaction expenses, and provide new opportunities for marketing and advertising.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ growth and refinancing needs.

Colbeck Capital Management provided a senior secured debt facility to a recently developed, highly competitive cemetery in southeastern Florida. The company offers a large portfolio of custom funeral services, including pre-planning, arrangements, burial & cremation, mausoleum, and graveside services. As the first new cemetery to open in the area in fifty years, the 47-acre property provides a unique competitive advantage within the local market.

Proceeds from the facility were used to support working capital needs and develop the growing company’s brand building and marketing.  

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management provided bridge financing to a hospitality investing platform. The company operates a large portfolio of some of the most iconic and recognizable hotel brands within the New York, Los Angeles, Palm Springs, Scottsdale, and Washington, D.C. larger areas.

Proceeds from the facility were used to fund working capital needs while refinancing one of the company’s hospitality investments.

Colbeck Capital Management has extensive experience providing flexible capital solutions to support companies’ operational and refinancing needs.

Colbeck Capital Management provided a $55 million senior secured debt facility to a Houston-based law firm that specializes in the consumer products space. The company operates a diverse portfolio of valuable, mature assets and is led by one of the leading trial attorneys in the country.

Proceeds from the facility were used to fund current operating expenses, refinance its existing credit facility, and support the acquisition of new assets.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and deliver timely growth opportunities.

Colbeck Capital Management provided financing to a leading technology provider for the live media and entertainment market. A trusted partner for 90% of the world’s major media brands, the company helps its customers transition to IP and cloud-based infrastructures to enable premium live content.

Proceeds from the facility were used to support a corporate carve-out of the company from a legacy cable and hardware provider, accelerating its transition to a software-based platform and expanding its reputation as a leading media innovator. 
 
Colbeck Capital Management has extensive experience providing strategic capital to support transformative growth opportunities.

Colbeck Capital Management has provided a $100 million senior secured debt facility to a leading national insurance agency. The company’s group of independent retail insurance agencies provides personal lines, commercial lines, and life and health insurance. The insurance provider offers a robust national network combined with the local expertise of its regional agencies.

Proceeds from the facility were used to finance the acquisition of nine retail insurance agencies, consolidate ownership, and expand its regional offerings.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities and meet companies’ industry specific needs.

Colbeck Capital Management has provided a $80 million senior secured debt facility to a diversified energy company focused on energy related assets. The company enjoys significant market diversity, owning or leasing over 250 million tons of proven and probable reserves.

Proceeds from the facility were used to refinance the company’s existing credit facility, fully collateralize its existing letters of credit, and fund general working capital needs.

Colbeck Capital Management has extensive experience providing strategic financing to support companies’ growth and refinancing needs.

Colbeck Capital Management has provided a $125 million senior secured acquisition facility to a specialty pharmaceutical company focused on commercializing branded and prescription drugs for the U.S. market. The company and its affiliate, a pharmaceutical manufacturing and packaging organization, operate as a premier supplier of difficult to source products in retail and institutional pharmacy.

Proceeds from the facility were used to expand the company’s portfolio of branded generics, building a robust pipeline of specialty products to accelerate the company’s market growth.

Colbeck Capital Management has extensive experience providing strategic financing to expand companies’ market reach and deliver timely growth opportunities.

Colbeck Capital Management provided a $40 million senior secured debt facility to one of the largest language-education companies worldwide. The company offers a comprehensive portfolio of language learning programs for corporate clients, government and institutional programs, and children and adult learners. With more than 140 years of experience, it has global operations in 500 locations, 70 countries, and 50 languages. 

Proceeds from the facility were used to support working capital needs and facilitate the company’s merger with a complementary business.

Colbeck Capital Management has extensive experience providing strategic capital to support companies’ operational needs and to accelerate growth and profitability.

Colbeck Capital Management has provided a $42 million senior secured growth facility to the worldwide market leader in shopper analytics and retail data infrastructure. The company delivers comprehensive, real-time, in-store analytics that provide retailers with complete visibility on customer engagement.

Proceeds from the facility were used to refinance the company’s existing credit facility and provide working capital, allowing the company to accelerate its worldwide implementation of retail data infrastructure across 20,000+ stores in 90+ countries.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth and refinancing opportunities.

Colbeck Capital Management has provided a $143 million senior secured acquisition facility to a leading independent insurance agency operating in the Tri-State area. The insurance agency provides best in industry products, specializing in P&C insurance brokerage and ultra-high net worth life insurance and family office services.

Proceeds from the facility were used to expand its offerings in the P&C insurance brokerage space, allowing the company to acquire a boutique independent retail insurance agency serving the broader United States.

Colbeck Capital Management has extensive experience providing strategic financing to enable dynamic growth opportunities.

In this Q&A, Colbeck Capital’s team shares insights on investment strategies and market trends in private credit. The discussion underscores the firm’s vision and commitment to navigating economic challenges while fostering growth in the middle-market sector.

Colbeck Capital presents its rationale for strategic lending, highlighting the need for adaptable investment strategies in today's market. The analysis covers key trends, risks, and opportunities in private credit.

In a recent interview, Jason Colodne of Colbeck Capital Management discusses leadership, investment strategies, and the future of private credit. He shares insights on overcoming market challenges and fostering innovation within the firm.

“When you’re looking at dividing between fixed-income and equities and all the asset classes in the middle, private credit is one of those that obviously has been growing quite rapidly,” says Hokayem of Colbeck Capital. Read more from the Q3 2022 article in Fin News.

Co-founder Jason Colodne is featured in the latest Credit Rendezvous by CreditFlux, wherein experts discussed strategies to manage inflation and recession risks while addressing potential market volatility.

Robert Gallivan, head of Colbeck’s Investment Team, discusses the emerging trends in documentation at the 2023 Private Credit Industry Conference on Direct Lending and Middle Market Finance. His panel explores tips for navigating the road ahead, lessons learned from past creditor situations, and important considerations when arranging a deal.

Colbeck Capital Managing Director Tony Hokayem speaks to LevFin Insights for their January 2023 publication of Middle Market Insight. The piece explores how 2023 may bring a wave of amendments for direct lending. Download the publication below.

Jason Colodne is interviewed by Anna Papadopoulos on the uptick in distressed companies in need of financing. “Often times there is a time-sensitive capital need that can’t be resolved with traditional debt. Additionally ... [companies] could have some kind of complexity in their credit story that makes it difficult to find regular way financings."

In this installment of ABL Advisors video series featuring thought leaders from the commercial finance industry, Colbeck's own Tony Hokayem provides a detailed view of the role Covenant-lite credit facilities play in this highly competitive market.

Colbeck Capital Management announced it had provided a $58.5 million facility to ramp up operations of an American fuel producer. The growth capital will support the new company's production, storage, and distribution of biodiesel.