Capabilities

WHAT WE DO

Designed to Adapt

While we offer a broad range of capabilities, our work starts with understanding your goals. We collaborate closely to shape a custom solution—and remain open to strategic partnerships that support long-term success.

Liquid Credit

Focused on leveraged loans and securities, with deep experience investing on behalf of regulated financial institutions.

Capital Solutions

We understand the complexity that regulated institutions face. With experience and strong partnerships, Caird builds bespoke solutions for bespoke challenges.

Lending Solutions

Lending takes many forms. From traditional bank lending to private credit to more tailored structures, we’ll work with you to build the right solution—whether you’re seeking new assets or optimizing your balance sheet.

Capital Markets Advisory

Assisting regulated financial institutions optimize their balance sheet and investment portfolios.

Banking Solutions

Every institution is different—and so is every solution. At Caird, we bring experience, flexibility, and a collaborative approach to every engagement. We’ll work with you to shape strategies that respond to your needs, and evolve as you do.

1. Understand the Landscape

We begin by learning your priorities, constraints, and goals—whether you're deploying capital, managing risk, or repositioning your balance sheet.

2. Collaborate and Communicate

Through open dialogue with your team, we clarify your needs and align on what success looks like.

3. Present Tailored Solutions

We build and deliver a focused proposal—with a set of custom strategies designed to meet your institution’s objectives and risk profile.

4. Expand the Opportunity Set

Beyond the immediate ask, we help you explore new options—adding arrows to your quiver, and surfacing new solutions.

5. Execute and Evolve

We move forward together—executing across lending, liquid credit, and capital markets, and staying agile through ongoing dialogue as your needs shift.

Strategic Capital Solutions

Proprietary Sourcing Channels

We source opportunities through numerous proprietary channels.

Flexible Capital Deployment

We commit capital across a variety of pockets, allowing for flexibility and responsiveness.

Lending Across the Risk Spectrum

We offer lending solutions tailored to your institution’s risk appetite and goals.

Bespoke Transaction Structuring

We design strategic, custom transactions that align with your specific needs and constraints.

Let’s Start the Conversation

Get in touch to share your goals. We’ll work with you to craft a solution that fits—and evolves with you.