Your deal pipeline at a glance
Total Opportunities
6
$440M pipeline
Active Outreach
3
deals in progress
Pending Responses
11
awaiting lender reply
Closed Won
1
successful deals
| Name | Type | Amount | Status | Created |
|---|---|---|---|---|
| Meridian Logistics Refinancing | Senior Secured | $75M | Tracking | Mar 10, 2026 |
| Atlas Healthcare Acquisition | Mezzanine | $120M | Outreach | Mar 15, 2026 |
| Pinnacle Real Estate Portfolio | Term Loan | $200M | Draft | Mar 28, 2026 |
| Crestline Tech Growth Capital | Subordinated | $45M | Tracking | Mar 18, 2026 |
Pinnacle Real Estate Portfolio created
Mar 28, 2026
Vertex Energy Revolver closed — won
Mar 25, 2026
Follow-up #2 sent to Bank of America for Meridian Logistics
Mar 25, 2026
BNP Paribas responded interested on Crestline Tech
Mar 22, 2026
Follow-up sent to Wells Fargo for Meridian Logistics
Mar 22, 2026
Credit Suisse responded interested on Crestline Tech
Mar 21, 2026
Jefferies passed on Crestline Tech — below minimum ticket
Mar 20, 2026
Outreach sent to 4 lenders for Atlas Healthcare
Mar 20, 2026