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Select Client Engagements

Explore select engagements from Collateral's track record of 300+ successful partnerships across 28+ industries. From emerging managers to established institutions, our portfolio demonstrates proven expertise delivering sophisticated collateral solutions across the full spectrum of financial services.

Explore select engagements from Collateral's track record of 300+ successful partnerships across 28+ industries. From emerging managers to established institutions, our portfolio demonstrates proven expertise delivering sophisticated collateral solutions across the full spectrum of financial services.

Large Multifamily Fund

Texas-based multifamily fund with $1.3 billion in transactions and institutional equity partners

Oil & Gas Mineral Rights Fund

Group targeting top US producing basins with $350M+ in completed transactions, 226K wells, 588K net royalty acres

Established Multifamily Fund Manager

Long-term established multifamily fund with $1.8 billion transactional value

Hospitality Management Company

Hospitality group managing 4,100 hotel rooms, 1,400 employees, $1B+ transactional volume

Healthcare Real Estate Fund (OpCo/PropCo Model)

Build-to-suit operator for healthcare companies using OpCo/PropCo model with robust property pipeline

Active Adult Communities Fund

Established manager with $350M+ transactional experience raising $100M for active adult communities

YC-Backed Aerospace Startup

Developer of next-generation jet engine successor for commercial space launches and atmospheric flight

Commercial Real Estate Fund Manager

Established team with $4B+ transactional value, targeting shallow bay industrial through cap rate arbitrage aggregation

Family Office Real Estate Fund

Southeast family office owning car dealerships and professional sports teams, expanding into real estate

Tech Startup Acquisition Target

$305M tech startup in emerging market with unique competitive positioning

Litigation Finance Firm

Firm specializing in personal injury and invoice factoring litigation finance

Industrial Freezer Product Company

Company developing innovative industrial freezer solutions and ice technology

Modular Construction Company

Steel frame modular housing company targeting $60M raise with $1B projected 2026 revenue

Data Center Advisory Firm

Emerging manager with top-tier asset management experience specializing in data center advisory

Multifamily Real Estate Operator

Established operator with 25K+ historical units, $3B+ assets under management

Publicly Traded Multifamily REIT

Public multifamily REIT requiring ongoing transaction support

Multifamily Real Estate Group

Established manager with 8,500 units under management seeking $200M equity raise

Emerging Real Estate Manager

Former public REIT executive launching independent real estate business

Private Markets Fund of Funds

All-access private markets fund investing in venture, infrastructure, private equity, and commercial real estate sub-funds

Credit Card Startup

Series C credit card company with experienced team from lobbying/financial services background

Commercial Real Estate Brokerage

Top 5 commercial real estate brokerage franchise

Latin American MMA Promotion

Largest MMA promotion in Latin America, founded by original UFC team

Northeast Multifamily Emerging Manager

Emerging managers specializing in Northeast office-to-residential conversions with in-house construction

Healthcare Marketplace Startup

Healthcare marketplace startup targeting $5M seed round with 3-year $50M revenue path

Trucking Technology Startup

Startup developing technology solutions for the trucking industry

Industrial Real Estate Fund

Industrial fund with $2.1B+ transacted, $400M+ equity raised, focused on Class B industrial in Texas and Florida

Financial Services Consulting Firm

Financial advisory for real estate and private equity funds offering underwriting, fund management, structured finance

Al-Powered Leadership Startup

Venture Al startup focused on Al-powered leadership and team performance solutions

Private Equity - Equipment Dealership Rollup

PE firm executing multi-phase John Deere dealership rollup with 5-year $100M revenue goal

Oil & Gas Minerals Fund

Fund VI continuation strategy with 15,000 net mineral acres acquired track record

Public Company Carveout

Carveout division of public energy company with confidential operations

Texas Family Office

Family office owning real estate to sports teams with border industrial thesis

3D Printed Home Startup

Startup delivering "blueprint to reality in 24 hours" 3D printed homes

Long/Short Hedge Fund

10-year opportunistic long/short value-oriented hedge fund

Crypto Compliance Platform

Multi-use crypto compliance technology platform serving banking and investment clients

London-Based Home Office Platform

"Airbnb for home offices" targeting $1T working space market void

Oil & Gas Investment Firm

Firm raising $125M focused on Permian Basin mineral and royalties

Virtual Collaboration Software

$50M venture raise, digital office platform, $300M pre-money valuation with large corporate clients

Construction Technology Al Startup

Venture startup in construction technology and agent Al space

Large Real Estate Investment Firm

Real estate firm with $50B+ transactional activity, $30B+ equity invested

Advisory Firm

Advisory firm using outsourced capacity model instead of hiring junior staff

Car Wash Operating Business Fund

OpCo/PropCo model car wash fund owning Tommy's Express with $1.2B prior transactions

Multifamily Fund Operator

$500M equity raise fund with $7B portfolio, 33K units (27K exited)

Quantitative Hedge Fund

Quant hedge fund with zero-DTE thesis and proprietary trading strategies

Hunting Club Investment

Central US hunting club selling membership units for equity stake in land/club

Last-Mile Retail Fund

Fund III with $1B+ prior equity deployed, board with $30B+ RE experience

Biopharmaceutical Company

Healthcare company with novel biopharmaceutical product development

Hospitality Restaurant Operating Business

Restaurant operating business with expansion strategy

Market and Cafe

Market and cafe concept targeting multi-location expansion

Archery Brand Land Investment Fund

Largest US archery brand diversifying into hunting land investments

Infrastructure Investment Firm

Infrastructure company with assets in Texas Triangle region

Oil and Gas Family Office

Oil and gas family office with multiple oil and gas services portfolio companies

Border Industrial Investment Thesis

ex-CEO of largest asset manager in Latin America focusing on border industrial

Mushroom Farm Operation

Mushroom farming operation with automation technology and rapid growth trajectory

Natural Gas Minerals Fund

Continuation fund focused on East Texas natural gas mineral interests

Build-to-Rent Developer

BTR community developer with $2B+ AUM addressing housing affordability

Private Credit Fund

$1.25B+ deployed across 202 private credit transactions

Investment Bank

Investment bank providing white-labeled research and collateral services

Agricultural Lending Fund

$650M track record lending on 15,000 acres of agricultural collateral

Technology/Product Company

Company with established track record seeking growth capital

Australian Seafood Family Office

Australia's largest seafood distributor diversifying into commercial real estate

East Texas Minerals Company

29,000-acre position in Haynesville and East Texas minerals/natural gas

Cold Plunge Equipment Manufacturer

One of world's largest cold plunge producers raising $10M growth equity

Agriculture Technology Startup

Early-stage venture building software for agriculture testing and producer connections

Multi-Tenant Retail Portfolio

Fund VII, portfolio company of large PE firm, $500M equity raise

Oil & Gas Emerging Manager

Emerging manager raising $30M targeting wellbore inefficiencies

Self-Storage Fund

$250M self-storage fund successfully raised targeting foreign pension funds

Special Situations Debt Fund

$500M fund for debt financing, office/multifamily lending, restructuring with $2.3B AUM

Multifamily Fund

$250M fund with $1B transaction track record, 81% historical IRR

Global Asset Manager

Global asset manager with $6B+ capitalizations pitching US's 2nd largest train station

Active Adult/Senior Housing Owner

Largest owner of active adult living and senior housing in Arizona

Mineral & Royalty Investment Fund

$50M equity raise, $456M transaction history, 44% net IRR

Manhattan Real Estate Investment

$1.4B AUM, $100M+ personal investment in transactions, Manhattan focus

Industrial Real Estate Platform

$413M AUM industrial platform with institutional capital partners

Pizza Franchise Acquisition

Acquisition of 51+ well-known pizza franchise locations

Healthcare/Neuroscience Private Equity

$1.3B private equity firm with neuroscience/healthcare thesis

Opportunity Zone Fund

Opportunity zone fund requiring ongoing deal and fund materials

Security Companies Private Equity

Private equity fund investing in security companies

Tennis/Pickleball Facility Venture

Canada's largest tennis and pickleball academy seeking growth equity

Private Credit Fund

$200M raise target with $400M prior transaction volume

Industrial Real Estate Emerging Manager

Emerging manager in industrial real estate space

Global Alternative Investment Group

Switzerland-based group with $2B AUM focusing on workforce housing acquisition

Natural Gas/Clean Energy Advocacy

Company advocating for NY shale gas drilling permissions like Pennsylvania

Alternative Investment Software

Technology firm providing software solutions to alternative investment fund managers

Office Investment Firm

7.5M+ sq ft office across 8+ cities, distressed office investment focus

Luxury Garage Condominium Developer

$450M transacted, $2B+ management team experience, REIT joint venture

HVAC Services Rollup

Commercial HVAC rollup with $500M revenue target through acquisitions

Private Credit/Lending

$6B executive team loan volume, $250M raise target with large asset pipeline

Tax Consulting Firm

Tax consulting firm requiring business launch support

Sale-Leaseback Emerging Manager

Emerging manager in sale-leaseback transactions

Investment Fund

Fund with $6B executive team track record seeking $250M deployment

Workforce Housing Developer

Veteran pro sports player investing in LA workforce housing, $220M in development

Plasma Center Operations

Operating business in plasma collection seeking growth capital

Grocery-Anchored Retail Fund

$250M grocery-anchored retail fund

High-Growth Venture Startup

High-growth venture startup launching ancillary business line

Los Angeles Multifamily Owner

Largest owner of sub-institutional multifamily in Los Angeles, first client, ongoing partnership

Industrial Investment Firm

Industrial investment firm with $7B+ transaction experience

Agricultural Operating Business

220 employees, $80M+ annual revenue agricultural operating business

Sophisticated Collateral Starts With Us

Sophisticated Collateral Starts With Us

Sophisticated Collateral Starts With Us