Built inside a bank.
Now working for yours.
WHAT WE DO
When C&I growth slows, CRE concentration needs rebalancing, or the securities book needs to work harder - banks call Caird.
We are a Dallas-based SEC Registered Investment Adviser that launched with $450 million in assets under management, focused on regulated financial institutions. We manage Term Loan B and securities portfolios for banks while providing a broad range of balance sheet advisory services. In addition, we source, underwrite, and consult on bilateral lending opportunities for banks and asset managers.
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.
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