Shinnecock Partners Publishes Definitive “How to” for Private Investors on Direct Lending to Factoring and Merchant Cash Advance Companies for High Yields

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New report for investors outlines innovative alternatives during a volatile market

Direct lending is a new category that is reshaping the asset management and investment landscape, yet most investors see the arena as a “black box.” Shinnecock Partners, a 28-year old family office boutique with significant expertise in alternative finance and fintech, offers investors insights into the category with its recently published report: High Yield for Investors in Specialty Finance: Exploring Opportunities in Factoring and Merchant Cash Advance. Written and researched by the firm’s founding partner, Alan C. Snyder and co-author Marla Harkness, the 37-page report is a virtual blueprint for investors, RIAs, advisory firms and the new generation of innovators who have started alternative lending companies to serve a vacuum left by large banks and community banks that used to serve small and mid-size business pre-recession.

“Small and mid-size businesses today account for two-thirds of the net new employment in the U.S. and represent revenue growth comparable to the overall increase of the U.S. Gross Domestic Product,” said Snyder. “This is one of the most desirable sectors for investors who have market concerns. These companies offer high yields and fully secured loans, which make them attractive to sophisticated investors.”

The paper covers:

  •     In-depth descriptions of both factoring and merchant cash advance (MCA) loan originators
  •     Insider lingo, so investors are up to speed when reviewing documents
  •     Regulatory history and framework
  •     Detailed investor evaluation checklists

“Our goal was to provide enough meat on the bones for our readers to make an informed decision as to whether the opportunities match their own investment objectives for a suitable risk/return balance,” Snyder concluded. “Given the importance of small business and lack of access, some may consider this impact investing as well, something many investors are seeking.”

You can access the report here: High Yield For Investors in Specialty Finance.

About Shinnecock Partners L.P. and the authors

Shinnecock Partners is a 28-year-old family office investment boutique founded by Alan Snyder, formerly CEO, Chairman and President of Answer Financial, President of First Executive, CEO of Executive Life and Executive Vice President of Dean Witter (now Morgan Stanley), and Harvard Business School Baker Scholar, with a unique approach: empower investors to make informed investment decisions. Investors are empowered to do it themselves (DIY) and/or participate with Shinnecock. Co-author, Marla Harkness, is an investment professional who has worked with TIAA and Wells Fargo. She chaired the Presidents’ Council of the CFA Institute.


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Tracy Williams
Olmstead Williams Communications
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