INVESTMENT CRITERIA

Commercial/Multifamily Real Estate

Matterhorn provides subordinate debt and debt-like preferred equity for developments and transitional properties in primary and secondary markets. Sponsors are expected to have experience in executing similar business plans.

Property Types:

Multifamily, hospitality, retail, mixed-use, 

office & special situations considered

Investment Amount:

$4 million to $20 million

Term:

9 months to 6 years including extensions

Leverage:

Up to 85%

Pricing:

LIBOR + 8% – 15%, Fixed 10% – 18%

Accrual:

Full accrual and Partial cash payment acceptable

Amortization:

Interest only

Minimum DSCR:

No requirement

Prepayment:

Allowed with minimum interest payments

Future Advances:

Lease-up costs, capital expenditures, additional acquisitions

Recourse:

Typically non-recourse with standard carve-outs

Matterhorn provides capital to companies ranging from early stage to middle market firms who want to grow and build their business without substantial equity dilution. Matterhorn Capital Partners is not constrained by typical lender requirements such as minimum EBITDA or sales figures. Nor are we limited to asset-backed lending. Unlike traditional debt financing, we don’t always require covenants and we work with our counterparty to maximize their potential.

Corporate Debt

Sector:

Neutral

Investment Amount:

$4 million to $20 million

Term:

1 to 5 years

Pricing:

LIBOR + 9% – 14%

Accrual:

Flexible

Prepayment:

Typically open with minimum multiple

Warrants:

Situation dependent

The information contained in and contents of this website are the property of Matterhorn Capital Advisors, LLC. Any unauthorized dissemination, copying or use of such information or contents is strictly prohibited and may be in violation of law. Nothing in this website is intended to be, or shall be construed as, an offer to sell or a solicitation of an offer to purchase an interest in any entity or investment vehicle. Any such offer or solicitation will only be made through formal offering materials. If this website contains performance information, past performance is not indicative or a guarantee of future performance. Matterhorn Capital Advisors, LLC does not provide legal, accounting or tax advice. Any statement regarding such matters is explanatory and may not be relied upon as definitive advice. All investors are advised to consult with their legal, accounting and tax advisers regarding any potential investment. The information and any opinions contained in this website have been obtained from sources that we consider reliable, but we do not represent such information and opinions are accurate or complete, and thus should not be relied upon as such.

​​​​

© 2020 Matterhorn Capital Partners