Senior Capital Solutions Origination & Execution Professional at Crestline Investors, Inc.
Crestline Investors, Inc. · London, Canada · Onsite
- Senior
- Office in London
Crestline Investors, Inc., founded in 1997 and based in Fort Worth, Texas, is an institutional alternative investment management firm. Crestline specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. In addition, the firm manages a multi-PM equity market-neutral hedge fund, and provides beta and hedging solutions for institutional clients. The company maintains affiliate offices in New York City, London, Toronto and Tokyo.
Job Summary
We are seeking a highly motivated and experienced Senior Professional to join our Middle Market Direct Lending and Opportunistic/Capital Solutions team. This individual will be responsible for the origination, structuring, and execution of bespoke capital solutions for middle-market companies across a variety of industries. The ideal candidate will have a deep understanding of private credit and/or private equity, a proven track record of deal origination and execution, and strong relationships within the middle market ecosystem.
Key Responsibilities
Origination & Business Development
* Actively identify, source, and evaluate new investment opportunities within the middle market through an established network of relationships with private equity firms, financial intermediaries, and company executives.
* Develop and maintain a robust deal pipeline aligned with the firm's investment strategy.
* Lead initial due diligence and screening of potential transactions, including financial analysis, industry research, and business model assessment.
* Represent the firm at industry events and conferences to enhance brand visibility and network with key market participants.
Execution & Transaction Management
* Lead and manage all aspects of the transaction execution process from initial contact to closing.
* Oversee the financial modeling, valuation, and due diligence efforts, coordinating with internal and external advisors (legal, accounting, tax).
* Structure and negotiate deal terms, including term sheets, legal documentation, and intercreditor agreements.
* Prepare and present investment memorandums and other materials for internal investment committee approval.
* Manage existing portfolio investments, including ongoing monitoring and value creation initiatives.
Qualifications
Required
* Bachelor's degree in Finance, Economics, Business, or a related field.
* 10+ years of relevant experience in a capital markets, investment banking, private/growth equity or private credit role, with a focus on middle market transactions.
* Proven track record of originating and closing complex debt, mezzanine, or equity transactions.
* Strong analytical, financial modeling, and valuation skills.
* Excellent written and verbal communication skills, with the ability to articulate complex financial concepts to diverse audiences.
* Exceptional networking and relationship-building abilities.
Preferred
* Deep expertise in a specific industry sector (e.g., technology, healthcare, industrial services, business services, financial services).
* Experience with leveraged buyouts, recapitalizations, and growth equity investments.
* Familiarity with regulatory and legal frameworks governing financial transactions.
Compensation
We offer a competitive compensation package that includes a base salary, performance-based yebonus, and long-term incentives, commensurate with experience and market standards.
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