Independent Capital Advisory

Capital, where conventional capital declines.

Caedron Partners is an independent capital advisor for managers in special-situations strategies: distressed credit, event-driven, and restructuring mandates.

i.
Independent
No bank affiliation, no proprietary investing.
ii.
Selective
A limited number of mandates each year.
iii.
Specialist
Special-situations strategies only.
iv.
Discreet
Confidential by design.
Practice

An independent capital advisory practice.

Caedron Partners advises managers on the placement of institutional capital into special-situations strategies. The practice is selective by design, with a small number of active mandates each year.

Engagement on the basis of the mandate, never on the basis of the introduction.

Strategies

Strategies covered.

The mandate set sits in the strategies that operate where conventional capital is constrained or absent.

01
Distressed CreditStressed and distressed corporate debt strategies across capital structures.
Primary
02
Special SituationsEvent-driven equity and credit mandates with defined catalysts.
Primary
03
Event-DrivenCatalyst-based and time-sensitive opportunities across the cycle.
Primary
04
Restructuring & Liability ManagementCapital adjacent to restructuring, recapitalisation, and bankruptcy.
Selective
Approach

How we work.

Each engagement runs through three stages, from initial diligence through to close.

01
DiligenceStrategic, operational, and reputational diligence on the manager and the mandate.
02
PositioningRefinement of the offering, materials, and the targeted institutional set.
03
DistributionExecution across the relevant LP universe through to allocation and close.
Insights

Selected insights.

i./On the cost of consensus

Where consensus thins, premium widens.

Conventional capital allocates by consensus. The wider the consensus, the smaller the available premium. The strategies we place are defined less by sector and more by distance from consensus. The work is not contrarian for its own sake, but where the structure of the market produces excess return for the willing.

ii./On the constraint of size

Special-situations capital is constrained by capacity.

Above a certain assets-under-management threshold, the opportunity set narrows faster than the capital base can be deployed. The most consequential special-situations managers run smaller funds by design. Our mandates are calibrated to the size of the opportunity, not to the appetite of the LP.

Contact

Speak with us.

Caedron Partners works on a discretionary basis with managers in special-situations strategies. New mandates are taken on through existing clients, advisers, and trusted referrals.