Differentiated Alternative Investments
We’re a private markets alternative investments manager, with a focus on providing capital to companies or industries where access to traditional financing is constrained.
Impact Framework: A Finance-First Perspective on Institutional Capital and Social Impact
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INVESTORS
We focus on opportunities that remain outside the purview of banks and traditional asset managers.
We specialize in uncovering markets with structural inefficiencies and limited capital supply, where risk is often mispriced. Anchored by rigorous risk mitigation, our lending investment approach is designed to pursue true credit alpha: seeking to deliver attractive net risk-adjusted returns relative to mainstream direct lending, consistent quarterly income, and long-term capital preservation.
Who We Serve
Investors
- … who seek attractive risk-adjusted returns and consistent income, in underserved industries and niche markets.
Companies Seeking Capital
- … to grow their business and align with an experienced management team to grow their business.
Why Chicago Atlantic
Market Niche Identification
- We target idiosyncratic markets and smaller companies and deal sizes that are often overlooked by other lenders. As we choose to play in the sectors with less competition, we see the potential to structure more attractive risk/reward.
Tailored Deal Structuring
- Our loans are highly structured, predominantly senior secured, with the potential for periodic equity upside, exit fees and strict covenants through various forms of guarantees, payment restrictions and financial metrics.
Proprietary Deal Sourcing
- We source the majority of opportunities through our own extensive originations network, without the reliance on sponsor relationships or syndications.
Low Correlation
- Due to the niche nature of our deals, our funds display a low correlation to other asset classes across different economic and market cycles.
Investment Expertise
- A seasoned team with deep and diverse investment experience in credit and structured products, spanning traditional corporate, emerging, and distressed markets.
Strategies
Cannabis-Focused Private Credit
- A strategy focused on highly secured credit solutions, primarily to state-licensed cannabis operators in the U.S.
Opportunistic and Niche Direct Credit
- A strategy focused on the low-to-middle market, where we provide liquidity solutions, growth and technology finance, loans to esoteric industries and specialty asset-based loans.
Emerging Markets Private Credit
- A strategy that will focus on secured lending to government-linked and strategically important companies and projects in Asia, Africa, Latin America, the Middle East, and Developing Europe.
Chicago Atlantic BDC, Inc.
- Nasdaq: LIEN
- First publicly-listed BDC focused on the U.S. cannabis industry
- Primarily direct loans to middle-market cannabis companies
Chicago Atlantic Real Estate Finance, Inc.
- Nasdaq: REFI
- A commercial mortgage REIT that utilizes our real estate, credit and cannabis expertise
- Senior secured loans, primarily to state-licensed cannabis operators in the U.S.
Featured Deals
$350,000,000 Senior Secured Credit Facility
Vertically Integrated, Multi-State, Cannabis Operator
Refinancing & Growth Capital
$50,000,000 Senior Secured Credit Facility
AI Support Platform
Growth Capital
$96,500,000 Senior Secured Credit Facility
Vertically Integrated, Multi-State, Cannabis Operator
Growth Capital
$30,000,000 Senior Secured Credit Facility
Full-Service Business Process
Outsourcing (BPO) Firm
Acquisition Financing
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