Onward pairs asset class expertise with broad investment acumen differentiated in the middle market. Parallel equity and credit strategies enhance value creation throughout the investment lifecycle.
Holistic Approach
Meeting counterparties’ needs, economic and non-economic.
Value-Based Investing
Targeting mispriced assets amidst dislocation.
Asymmetric Risk Profiles
Balancing opportunistic returns with downside risk mitigation.
Real Estate Equity
Extensive opportunistic investment experience across real estate asset classes.
60+
Transactions across Asset Classes and U.S. Geographies
14+
Years of Equity Investment
$1.4B+
Total Capital Invested
Asset-Based Credit
Deep credit investment experience meets real estate expertise.
100+
Transactions with Bank and Non-Bank Lenders
12+
Years of Credit Investment
$1.8B+
UPB Acquired or Originated
Credit data above includes experience at prior firms.
Sourcing
Single business development function leverages a variety of channels.
- Existing ownership
- Advisory firms
- Lenders
- Receivers
- Work-out teams
Underwriting
Breadth of investment activity provides real time market feedback and comprehensive underwriting database.
- Bottom-up, asset-specific underwriting
- Emphasis on cashflow, tenancy and asset quality
- Holistic credit and asset assessment
Structuring & Execution
Nimble, solutions-driven approach meets counterparty needs while optimizing investment risk/return profile.
- Deep experience transacting with both owners and lenders
- Ability to move quickly
- Investment in single asset and portfolio formats
- Acquisition of existing secondary market loans and selective extension of rescue capital
- Flexibility to pursue both senior and subordinated debt positions
Management & Monetization
Creating and preserving value post-investment.
- Active asset-level engagement informed by operational expertise
- Regular portfolio-level monitoring and analysis informed by market dynamics
- Engaged loan servicing to incentivize collaborative resolution with borrowers