Crestline
Crestline is a direct lender on Termgrid. It is active in United States, W.Europe across 2 distinct strategies.
Lender profiles are only available to Sponsors on Termgrid.
About Crestline
Crestline is a direct lender, active across United States and W.Europe. The firm deploys arr loans, co-invest and high yield with sector activity in Business Services, Healthcare and Industrials.
Crestline sits in the top 50 by reported AUM, finances 14 sectors, indicating broad sector coverage and has 5 verified press mentions from tracked finance publishers in the last 12 months.
Compared to other direct lenders active in United States profiled on Termgrid, Crestline is one of 213 firms in this segment, with a published ticket band of $20M – $200M.
Investment Strategies
Strategy Summary
| Strategy | Products | Ticket | AUM | Latest Fund |
|---|---|---|---|---|
| Direct Lending | ARR Loans, Co-invest | $20M – $200M | $18B | $4B |
| Clo Vehicle | ARR Loans, Co-invest | 0.00 MILLION – $500M | $18B | $3B |
Sector Focus
Products
Currency Capability
Relationship Management
Termgrid's platform allows sponsors to track activity across their deals and portfolio with Crestline automatically. Subscribers can see their live relationship trackers.
Deal Execution
Termgrid subscribers execute and manage their transactions with Crestline end to end, from NDA through negotiation to signing.
Precedents
Termgrid automatically builds a precedent database across your transactions with Crestline, so your team gets to insights faster.
Why Termgrid
Termgrid is the end-to-end platform for private capital markets. It is used to run deals, manage portfolios and track relationships across the capital markets ecosystem.
In the News
- Crestline Unveils New Branding Showcasing its Distinctive - GlobeNewswire
- Toll Brothers Model Home Opens in Crestline at Brushy Creek in Cedar Park, Texas - GlobeNewswire
- Crestline to Manage the Dual Branded SpringHill Suites by - GlobeNewswire
- Credent Sells Minority Stake to Alts Investor Crestline - Wealth Management
- Rithm Capital Completes Acquisition of Crestline - Business Wire
External Coverage
Frequently Asked Questions
What investment strategies does Crestline run?
Crestline operates 2 distinct investment strategies on Termgrid: Direct Lending, Clo Vehicle. Each strategy has its own criteria, ticket-size band and sector appetite, and is profiled separately on the firm's Termgrid page. Sponsors evaluating Crestline typically look at the specific strategy that fits the deal type — the right contact and capital pool varies by strategy.
Which debt instruments does Crestline provide?
Crestline deploys ARR Loans, Co-invest, High Yield, Liquid Loans, Preferred Equity, Special Situations, Subordinated / Junior Debt / Mezzanine, Unitranche / Senior Debt Direct Lending, Structures -1st Lien Debt, 2nd Lien Debt, Unitranche, and Direct Lending Fund across its 2 strategies. These instruments are used in sponsor-backed transactions and direct corporate financings where Crestline participates as a lender, with the breadth (12 distinct products) suggesting flexibility on capital structure. Specific tranching, pricing and structuring are negotiated per transaction; the standard band sits in the Investment Criteria section.
Where does Crestline lend?
Crestline is active in United States and W.Europe. Sponsors running cross-border processes can include Crestline where any of these geographies match the borrower or transaction. Regional focus reflects current deployment patterns recorded by Termgrid; firms periodically extend their mandate, so check the platform for the most current view.
Which sectors does Crestline finance?
Crestline has shown lending activity in Business Services, Healthcare, Industrials, Industry verticals include, but are not limited to, industrial services, payment processing, media, software & technology, security and specialty finance., Media & Communication, Software, Technology (ex Software), Others, indicating broad sector coverage rather than a vertical-specialist mandate. Sector appetite can shift fund to fund and from year to year, so it is worth confirming current appetite with the deal team before running a process. Crestline's recent deal activity is referenced in the news section above.
How do I connect with Crestline?
Termgrid subscribers can route opportunities to Crestline directly via the platform's deal execution workflow. The platform manages introductions, NDA exchange, materials sharing and term-sheet collaboration end-to-end. If you are not a Termgrid subscriber, request a demo to see the routing options and what the workflow looks like for Crestline specifically.
How current is this profile?
This profile was last updated on 2025-09-16. Profile data is refreshed on a rolling basis from verified sources: firm-published materials, regulatory filings, and direct submissions from the lender. Press coverage from tracked finance publishers is aggregated nightly and shown in the news section above.
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