Mezzanine Financing

Cake Investment Group is industry agnostic, and targets profitable companies across the U.S. that have a proven business model.

Investment Criteria

Our investment criteria include:

Size: $1 to $12 Million Investment Size

Term: 3-5 Years

Structure: Mezzanine Debt and/or Equity

Use: Recapitalizations, Acquisitions, Buyouts, or Growth Financings

Pricing: Competitive Fixed Rates and Fees Adjusted for Risk and Leverage

Approach: Creatively structured capital to fit specific needs

EBITDA: $1 million +

Industry/Geography: Any

Small Business Loan Solutions

Cake Investment Group also has access to non traditional financing for those organizations meeting our criteria.

For many businesses getting a traditional bank loan isn’t always the best solution because the process often involves a lengthy application process coupled with minimum FICO scores and asset collateral requirements.  Cake Investment Group’s small business loan solution helps secure access to an alternative, short term and cost-effective source of working capital that can be used to:  purchase new equipment, restock inventory, payoff existing debt, cushion against slow periods, expand or renovate, enhance marketing, etc.  Unlike with a merchant cash advance the amount a merchant can qualify for is based on their businesses total gross sales and cash flow instead of being based solely on the businesses credit card sales.  Cake Investment Group’s small business loan solution offers merchants a streamlined application process with minimal paperwork, simple and affordable repayment terms, high approval rates, easy renewal terms and immediate funding.

Executive Loans

We have access to international investment banking firms with offices in the USA and Europe.  We have hedge funds and other specialty institutional lenders who will lend money to companies or individuals at 3%-6% against publicly traded stocks.

Requirement to obtain a stock loan is for the company’s shares to trade on any world exchange, be unrestricted and shares to be pledged must be in electronic format, not paper. Also, there must also be some level of liquidity or trading volume, but that is determined by the lender.