Caird Launch Announcement

We are thrilled to officially announce the launch of Caird Investments, a new SEC Registered Investment Advisor that launched with $450 million in AUM.
Our mission is to empower financial institutions with flexible solutions designed to adapt to evolving markets and emerging opportunities. We bring decades of experience operating not only in capital markets but also directly within the banking industry. We aim to turn strategy into results by partnering with banks as a fiduciary and an extension of their teams.

Inspired by the legendary resilience of the James Caird, our name reflects our core spirit: navigating complexity, adapting under pressure, and finding a way forward, together.

Our Co-Founders, Ben Marshall and Michael Schott, lead a team with deep experience across liquid credit, private credit, banking, and capital markets.

We deliver bespoke solutions across four core areas:
• Syndicated Loan and Securities Portfolios
• Lending Solutions
• Capital Markets Advisory
• Middle-Market Private Credit

We look forward to connecting with forward-thinking management teams to build custom strategies around your goals.