01 // CAPITAL MARKETS & SYNDICATION

Institutional Syndication & Capital Stack Engineering

Direct Placement & Balance-Sheet Structuring ($25M to $250M+ USD)

Berkshire Hills Capital structures and syndicates multi-tranche institutional capital for established operating platforms, commercial real estate developers, and infrastructure groups navigating cross-border balance-sheet constraints.

— Senior Secured Credit Facilities: Whole loans, term facilities, and transitional bridge financing placed directly with New York balance-sheet private credit funds.
— Structured Credit & JV Equity: Layered mezzanine financing, preferred equity sleeves, and programmatic joint-venture equity co-investments to optimize aggregate capitalization.
— Multi-Jurisdiction Legal Vehicles: Bankruptcy-remote issuing structures engineered across Delaware, Luxembourg, Singapore, and the Cayman Islands, backed by perfected security frameworks under New York UCC Article 9.
— Core Focus Sectors: Commercial Real Estate, Industrial Logistics Platforms, Cold-Chain Facilities, Energy, and Core Infrastructure Assets.

02 // NORDIC BOND PLATFORMS & CORPORATE CREDIT

Institutional Debt Architecture & Oslo Syndication

Unrated Senior Secured Notes ($50M to $250M+ USD / EUR)

Berkshire Hills Capital structures and syndicates unrated senior secured bonds through the Nordic capital market (Oslo Børs / Nordic ABM)—the third largest corporate bond market globally ($55B+ USD outstanding volume). Engineered for mid-market operating platforms, commercial real estate developers, and infrastructure sponsors seeking non-dilutive, flexible scale without restrictive bank maintenance covenants or personal guarantees.

 

— Covenant-Light Architecture: Complete elimination of quarterly bank maintenance tests (zero quarterly DSCR covenants or restrictive balance-sheet ratios). Structured with incurrence-only covenants tested strictly upon the issuance of additional debt or distributions.
— 4- to 5-Year Bullet Maturities: Non-amortizing, interest-only terms designed for heavy development financing, capital expenditures, horizontal works, and debt recapitalizations. Up to 50%–66% Loan-to-Cost (LTC) with tranche drawdowns and rolled-up/capitalized interest mechanisms.
— Unrated Cross-Border Distribution: Direct placement access to institutional credit desks and bond funds across Oslo, London, Continental Europe, North America, and Asia without credit rating agency requirements or surveillance delays.
— Institutional Trustee Governance: Administered through Nordic Trustee under English, New York, or Norwegian law, providing institutional creditor certainty, clear cross-border collateral segregation, and streamlined 10- to 16-week execution timelines.
— Core Issuing Sectors: Commercial Real Estate & Construction (26.7%), Industrial Manufacturing (15.0%), Shipping & Maritime Transportation (14.8%), Energy & Offshore Services (14.4%), Datacenters & Infrastructure, and Telecommunications.

MANDATORY CANDIDATE SCREENING CRITERIA

This execution framework is strictly reserved for capitalized operating companies meeting our core operational benchmarks:

— Operating Profitability: Verifiable $5,000,000 to $10,000,000+ USD in consistent trailing EBITDA across a minimum 3-year operating ledger.
— Tangible Collateral Base: Established balance-sheet backing across commercial real estate, logistics hubs, industrial manufacturing platforms, or contracted enterprise receivables.
— Capital Requirement: Minimum transaction size of $50,000,000 to $250,000,000+ USD / EUR for Nordic bond issuances and senior secured credit facilities ($25M floor considered for specialized asset-backed bridge facilities).
— Exclusions: Early-stage ventures, pre-revenue concepts, and exploration-stage mining assets are not considered.

INSTITUTIONAL ENGAGEMENT & MANDATE GOVERNANCE

Berkshire Hills Capital operates strictly as a retained corporate advisory firm. Dedicated underwriting capacity, legal structuring, and syndication resources are deployed exclusively under executed mandate agreements and mutual non-disclosure execution. The firm does not participate in unvetted or contingent broker networks.

Institutional credentials, licensing oversight (where applicable), and transaction references are available upon formal mandate execution.

Preliminary reviews are conducted strictly under mutual NDA. Requires 3-year historical financial statements, asset schedules, and current corporate debt profiles.

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