Excel Capital Partners

The firm focuses on asset-based and cash-flow lending across commercial and industrial loans, equipment finance, and real estate bridge debt. Transactions are typically senior secured with negotiated covenants, though mezzanine and preferred equity co-investments feature when the capital structure supports it. Underwriting emphasizes collateral quality and recovery scenarios over sponsor-driven processes.

Excel Capital Partners originates transactions directly through borrower relationships and intermediary networks, bypassing broadly marketed syndications. This direct-origination model allows the firm to negotiate covenant packages and security arrangements custom-fit to each deal, rather than accepting standardized covenant-lite terms set by lead arrangers on syndicated loans.

No. Excel Capital Partners is an asset management firm that structures private credit investments for institutional allocators and family-office capital. It is not publicly identified as a single-family office or as managing the wealth of a specific founding family.

As of May 2026, Excel Capital Partners does not publicly report its assets under management. The firm has not published AUM figures on its website, in regulatory filings, or through media coverage. Its total capital base remains undisclosed.

The firm has not made its historical returns or portfolio performance publicly available. Without verified reporting — whether through investor letters, public pension disclosures, or regulatory filings — its track record cannot be independently assessed. Allocators typically address this gap through direct due-diligence conversations and reference checks with existing investors.