Our long-term, relationship-based philosophy is at the core of our continual stability and success. Many of our opportunities are sourced from existing relationships forged over multiple transactions and investments. Our transaction partners benefit from the seamless transaction process that we have established and refined over 2006 years of operations.
Nimble and innovative approach
We strive to anticipate client needs, respond quickly to major investment opportunities that result from major market events and adapt to changing trends in the industry.
Deep Industry Relationships
For over a decade, we have been one of the most active participants in the private capital market. We have developed an extensive network of strategic investment partners who value the credibility, expertise and pro-active engagement we bring to each opportunity. We believe our reputation grants us a preferred status among sophisticated investors seeking liquidity alternatives.
Disciplined investment process
Excalibur Union Inc’s structured finance investment team utilizes a disciplined and proven investment process, with well-defined decision points, that has been designed to support all investment decisions with clear rationale.
Investment Adaptability and Flexibility
Our flexible and innovative structures accommodate the needs of both sellers and general partners. In an increasingly dynamic secondary market, we believe we are well-positioned to efficiently evaluate, execute and monitor transactions. Investors rely on us to bring the diverse skill sets, experience and sophistication required for today’s investment environment.
Unrivalled Information and Access
Our advantage is rooted in our dedicated team’s extensive knowledge in the industries we invest and partner companies in. Our access to robust company, industry and market information promotes an advantage for our revered partners.