Direct Lending Vertical Seeks to Capture Additional Opportunities Generated by the Firm’s Existing Origination Engine & Credit Underwriting Framework

Complements Flagship Strategic Lending Vertical, Building on Colbeck’s 17-Year Track Record in Private Credit

Colbeck Capital Management (“Colbeck”), a leading middle-market private credit firm focused on strategic lending, announced the launch of Colbeck Strategic Income (“CSI”), a new direct lending vertical, with an initial capital commitment of approximately $400 million. The launch of CSI demonstrates continued market demand for Colbeck’s differentiated products and complements the firm’s $1.7+ billion Colbeck Strategic Lending ("CSL") vertical.¹ CSL closed its third fund in December 2024, 40% above its target given strong investor demand for alpha-generating capital solutions products.

CSI focuses primarily on first-lien senior secured loans to middle-market companies experiencing their next stage transition. Colbeck is executing the strategy and has made six investments to date, with the support of both existing Colbeck clients and new relationships, and a robust pipeline of near-term investment opportunities. Consistent with Colbeck’s fundamental approach proven over the last 17 years, CSI seeks to finance companies who are experiencing transformative growth, emphasizing downside protection and structural flexibility. Leveraging its extensive underwriting and structuring experience, deep sourcing networks, and private equity-style engagement, Colbeck seeks to create value for both its borrowers and investors at all points of the credit cycle.

“Over the years, as alternatives markets have matured and our sourcing capabilities have deepened, we have seen a growing pipeline of high-quality opportunities in larger, more established middle-market companies that offer an attractive risk-adjusted profile,” said Jason Colodne and Jason Beckman, Co-Founders and Managing Partners of Colbeck. “Taken together, they have created a natural runway for CSI, enabling us to more fully capitalize on the breadth of opportunities generated by our existing sourcing engine. While we remain a focused, single-strategy firm, we believe having two complementary verticals – CSL and CSI – provides attractive investment optionality and diversification amidst a dynamic market backdrop. We are grateful for the strong initial support CSI has received and look forward to building on this momentum.”

The launch of CSI follows a thoughtful and sustained scaling of the Colbeck platform. The firm has originated over $3 billion of representative transactions since inception and employs 25 professionals with deep experience investing across multiple credit cycles.

About Colbeck Capital Management
Colbeck Capital Management (colbeck.com) is a leading, middle-market private credit manager focused on strategic lending. Colbeck lends to companies going through periods of transition, providing creative capital solutions and risk mitigation strategies. Leveraging its deep relationships, Colbeck sponsors its portfolio companies through consistent engagement with management teams in areas such as finance, capital markets and growth strategies, distinguishing itself from traditional lenders. Colbeck was founded in 2009 by Jason Colodne and Jason Beckman, and its principals have extensive experience investing through different market cycles at leading institutions, including Goldman Sachs and Morgan Stanley. For more information, visit colbeck.com.

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