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about

ABOUT CAPLINX  LOANS

®

We are an open-architecture Loan Advisory and Placement Agency that facilitates the matching of qualified borrowers with best-in-class bank and non-bank lenders. We offer Loan Advisory and Placement Services in the following categories within Luxury Finance, as follows:   

In addition, we offer a number of programs within the area of Commercial Finance, as follows: 

Finally, we offer Advisory and Planning Services in the following areas:   

*CAPLINX does not  offer consumer loans and shall refer clients to consumer loan providers as directed. 

loans

KEY PARAMETERS

Caplinx logo, symbolizing trust and innovation in open-architecture lending solutions for family offices, private banks, commercial banks, and private capital partners

LUXURY FINANCE 

Qualified borrowers are typically HNW individuals and family office clients with a tangible net worth in excess of $25 million who are seeking financing in one of our named twelve loan categories listed below. Since inception, the team has placed more than $2 billion in loans.

CORPORATE FINANCE

Qualified borrowers are typically Lower Middle Market companies with Revenues > $50 million, with a loan transaction size in the $5M to $100M range, although larger transactions may be considered. 

FINANCIAL ADVISORY AND PLANNING 

Over the last 24 months we have been called to action by clients and advisors alike to solve the problem of rapidly rising margin loan balances and a rise in the ownership of illiquid alternative investments such as hedge funds, private equity funds and late-stage private companies. As a result of the slowdown in traditional exit paths, and the resulting imbalance in client pacing models, we have seen an uptick in calls to restructure client liability portfolios.    

WHY CAPLINX? 

  • People.  Our Private Credit Advisor (PCA) team is comprised of senior industry players with backgrounds in accounting, finance, private banking, investment banking, marketing, and technology. 

​​

  • Technology.  Our technology platform which spans the front office, middle office and the placement desk, enables us to deliver best-in-class, client-centric solutions to our end users on a timely basis. 

​​​​

  • Network.  Our financier network is comprised of more than 500 bank and non-bank capital providers from which we select the best solutions for each of our clients based on a number of factors including collateral type, deal size, financial strength, geography and risk-reward profile of each borrower.​

THE RESULT? 

SPEED

Our technology and access to lenders allows you

to leverage our relationships 

  CERTAINTY  

Access to the widest set of solutions

increases successful outcomes   

SATISFACTION

Our experienced team is available

24/7 to assist you  

Caplinx logo, representing a trusted open-architecture financial services platform specializing in custom loan solutions, private banking, commercial lending, and private capital for family offices and affluent clients

TESTIMONIALS

testimonials

 Chairman, Forbes 400 Family Office, Miami

We have engaged members of the CAPLINX team as advisors in numerous financings over the last decade and they have excellent access to top lenders at banks, and they are great negotiators.

CEO, Forbes 400 Family Office, Palo Alto

The CAPLINX team's experience extends beyond Private Bank lending.  The team also played a role in the formulating of FX and Interest Rate hedging strategies to reduce risk in our liability portfolio. 

Chairman, $30 billion Market Cap Company

 We've worked with numerous bankers in the past, but we continue to engage CAPLINX as our trusted advisor. Heightened responsiveness, deep and broad industry contacts and the ability to quickly formulate solutions are all hallmarks of our dealings with CAPLINX.
Team

TEAM

Caplinx logo, a financial services platform providing custom loan solutions, private banking, commercial lending, and private capital for family offices and affluent clients
Portrait of Mark Chiappara, Caplinx CEO and Managing Partner leading open-architecture lending, private banking, and commercial loan strategies

Mark Chiappara

Mr. Chiappara is CEO and 

Managing Partner of  CAPLINX   

Greg Bibas, Managing Director & Chief Technology Officer at Caplinx, overseeing lending technology and platform architecture

Greg Bibas

Nico Podolla_edited.jpg

Nico Podolla

Mr. Bibas is Managing Director and

Chief Technology Officer at  CAPLINX  

Nico Podolla is an Associate and

Business Development Officer at  CAPLINX  

ADVISORS AND BOARD

Greg Barrow, Managing Director and Senior Advisor at Caplinx, affiliated with General Capital Partners

Greg Barrow
Managing Director
General Capital Partners

  Senior Advisor

Deborah Schmidt Robinson, Managing Director & Senior Advisor at Caplinx, specializing in art advisory and finance

Deborah Schmidt Robinson
Managing Director
Art Advisory and  Finance 

 

  Senior Advisor

Steve Young, Managing Director & Senior Advisor at Caplinx and former executive at Citi Private Bank

Steve Young 
Managing Director
Citi P
rivate Bank

Senior Advisor 

Jonathan Gopman, Partner and Board Member at Caplinx, serving in legal and capital advisory roles

Jonathan Gopman 
Partner
Nelson Mullins 

 

Board Member

With team members in New York, Florida and California,

we are available 24/7 to answer your questions

contact

APPLY 

Caplinx logo representing a premier financial services company offering tailored loan structures, commercial lending, and private banking solutions for wealthy clients and family offices

Request For Proposal ("RFP")   

Enter your contact information below and

one of our advisors will contact you shortly

Caplinx logo for Caplinx, a trusted provider of flexible loan solutions through private capital, commercial banks, and private banking partners

Call
(800) 864-2626

Thank you!

Neither CapLinx, LLC nor its affiliates is in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

CAPLINX, LLC

1441 Brickell Ave, Suite 1510

Miami, Florida 33131 

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*  CapLinx    is a registered trademark of WealthTree Group LLC.

®

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