Collateralized Lending
Every loan is secured by tangible assets, protecting investors and aligning interests with borrowers.
Collateralized Private Lending
Capital for the lower middle market, secured by tangible value.
Cake Shop Private Debt provides secured financing solutions to lower middle market companies and entrepreneurial families building lasting enterprises.
Lower Middle Market Focus
We serve an underbanked segment where businesses and families need flexible, relationship-driven capital.
Cross-Industry Expertise
Our team invests across eight core sectors, bringing contextual insight to each opportunity.
Industries
Investing across a diversified set of sectors.
Cake Shop Private Debt supports established businesses and growth-stage companies across industries where collateral quality, operating context, and relationship-based structuring matter.
Real Estate
Commercial and residential acquisitions, development, repositioning, and refinancing.
Industrial Manufacturing & Services
Hard-asset businesses with stable customer relationships and recurring demand.
Business Services
Contract-based service providers with recurring revenue and durable client relationships.
Consumer Products & Services
Companies supported by inventory, receivables, diversified customers, and brand equity.
Financial Services
Specialty lenders, insurance services firms, wealth platforms, and related businesses.
Technology & Software Services
Proven technology businesses with recurring revenue, retention, and acquisition opportunities.
Food & Beverage
Production, processing, distribution, and branded categories with resilient demand.
Sports & Entertainment
Established sports, media, event, and entertainment businesses with identifiable assets and durable revenue streams.
Who We Serve
Two core borrower profiles, one relationship-first lending platform.
Lower Middle Market Companies
Growth-oriented businesses seeking flexible financing.
We work with established companies pursuing growth capital, acquisition financing, recapitalizations, and working capital facilities. Our borrowers typically have demonstrated operating histories and stable or growing revenue.
HNW and UHNW Entrepreneurial Families
Bespoke credit for families building and expanding enterprises.
We provide customized lending solutions to high-net-worth and ultra-high-net-worth individuals and families, collateralized by business assets, real estate, and other tangible holdings.