CRAYHILL CAPITAL MANAGEMENT LP

Thesis

Their core strategy is asset-based finance (ABF), targeting businesses that may not fit traditional loan products, often described as asset-heavy, capital-light companies. They emphasize fundamental collateral analysis and active structuring, with a focus on capital preservation. Their investment universe includes commercial finance, energy and infrastructure, technology, media, telecommunications, and credit-risk transfer, with specific sector focuses on power & infrastructure, residential and commercial real estate, media, and specialty finance. Geographically, they target developed markets, primarily North America and Western Europe, though their website also mentions Latin America and Europe. Crayhill provides financing and liquidity solutions using instruments like loans, leases, royalties, and receivables, often committing significant capital, with facilities that can scale with originators. As of May 2025, they oversee $3 billion in AUM, having deployed over $4 billion across more than 50 transactions.