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Investment Strategies

An opportunistic multi-strategy private investment fund.

The Fund seeks directly originated credit and related opportunities across the middle market. Preservation of investor capital is a core investment objective; investments involve substantial risk, including the possible loss of principal, and there can be no assurance that the Fund will achieve its investment objectives.

Strategy 01

Senior Secured Direct Lending

First-lien, floating-rate loans to established middle-market borrowers, originated bilaterally or in club structures with disciplined documentation and covenant protection.

Position
Senior Secured
Rate
Floating
Tenor
3–5 Years

Strategy 02

Special Situations Credit

Bespoke credit solutions where conventional capital is constrained — including rescue financings, capital structure repositionings, and complex collateral packages with attractive risk-adjusted economics.

Position
Senior / Unitranche
Approach
Bespoke
Sourcing
Bilateral

Strategy 03

Asset-Based Finance

Loans secured by identifiable cash-generating assets — receivables, inventory, equipment, and real assets — with structural collateral protection and disciplined advance rates.

Collateral
Tangible Assets
Advance Rate
Conservative
Monitoring
Active

Risk Considerations

Material risks every prospective investor should consider.

  • Investments in private credit are illiquid; interests in the fund are not freely transferable and there is no public market for them.
  • Borrowers may default on their obligations, and recoveries on defaulted loans may be substantially less than the principal amount.
  • The use of leverage at the fund or borrower level may amplify both gains and losses.
  • Interest-rate movements, credit-spread widening, and macroeconomic conditions may adversely affect valuations.
  • Concentration in particular industries, geographies, or borrowers may increase volatility and risk of loss.
  • Fees and expenses, including management fees and performance allocations, will reduce returns to investors.

Past performance does not guarantee future results. Investments involve risk including possible loss of principal. The above is a summary; a complete description of material risks is contained in the confidential Private Placement Memorandum.

Legal Disclosure

Beacon Acquisition and Capital Fund LP is a private investment fund offered pursuant to Rule 506(c) of Regulation D. Interests are offered only to verified Accredited Investors. Investments involve substantial risk, including the possible loss of principal. Targeted returns are objectives only and are not guarantees. Investors should review the Private Placement Memorandum before investing.

Interests in the Fund are not bank deposits, are not insured by the FDIC, SIPC, or any other governmental agency, are not obligations of, or guaranteed by, any bank or financial institution, and are subject to investment risks, including possible loss of the principal amount invested.