Disciplined Specialty Credit, Built For Investors Who Expect More.
2Shores provides highly collateralized or self-liquidating credit structures that are backed by strong coverage and with a clearly defined exit strategy. 2Shores investments have delivered a consistent, elevated return without any capital losses since inception.
Company Overview
About 2Shores Capital
Founded in 2021, 2Shores Capital is a North American specialty credit firm specializing in highly collateralized or self-liquidating credit solutions including bridge financing and structured credit facilities.
2Shores Partnerships
We partner with select companies and ultra-high net worth individuals who have strong management teams, predictable revenue streams, or marketable collateral to structure capital solutions that align with growth objectives while preserving ownership and equity value.
How We Lend
2Shores deploys capital through direct loans backed by verified collateral and/or contractual cash flow, typically on a senior-secured, first-lien basis. We offer revolving working capital facilities, bridge financing, and UHNW liquidity solutions, structured with short durations to minimize market exposure and keep capital working efficiently for our investors.
Investment Philosophy
Investment Philosophy
Defensive Structuring with Robust Collateral
Defensive Structuring with Robust Collateral
Defensive Structuring with Robust Collateral
Extreme Selectivity & Patient Capital Approach
Extreme Selectivity & Patient Capital Approach
Extreme Selectivity & Patient Capital Approach
Full Collateral Control & Operational Visibility
Full Collateral Control & Operational Visibility
Full Collateral Control & Operational Visibility
Asset-Backed Collateral & Cashflow Discipline
Asset-Backed Collateral & Cashflow Discipline
Asset-Backed Collateral & Cashflow Discipline
Focus on Short-Duration, Lower-Risk Investments
Focus on Short-Duration, Lower-Risk Investments
Focus on Short-Duration, Lower-Risk Investments
Self-Liquidating & Trade-Related Facilities
Self-Liquidating & Trade-Related Facilities
Self-Liquidating & Trade-Related Facilities
Consistent Performance
Since Inception
2Shores has delivered uninterrupted monthly distributions through a running total of 41 investments. The firm has grown AUM 25x over the span of 5 years, from $4M to $100M+.
%
Annual return since inception
%
Annual return since inception
41
Total investments made
Total Investments Made
$200M
Capital deployed since inception
Capital deployed since inception
Capital deployed since inception
Investment process
2Shores targets deals that are too small for larger funds that typically target deal sizes in excess of $30M. We offer structured credit designed to deliver equity-like returns with collateral-backed downside protection, low correlation diversification, shorter hold periods, and enhanced returns with reduced volatility through defensive structuring and strong asset coverage.
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Investment process
2Shores targets deals that are too small for larger funds that typically target deal sizes in excess of $30M. We offer structured credit designed to deliver equity-like returns with collateral-backed downside protection, low correlation diversification, shorter hold periods, and enhanced returns with reduced volatility through defensive structuring and strong asset coverage.
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Investment process
2Shores targets deals that are too small for larger funds that typically target deal sizes in excess of $30M. We offer structured credit designed to deliver equity-like returns with collateral-backed downside protection, low correlation diversification, shorter hold periods, and enhanced returns with reduced volatility through defensive structuring and strong asset coverage.
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Stage 1
Origination
• Inbound deal flow through network of bankers, brokers, lawyers, accountants, and borrower referrals
• Screened against investment criteria
• KYC initiated for qualifying opportunitiesStage 2
Due Diligence
• Financial analysis, forecast validation, management interviews, and industry benchmarking with expert consultation when required
• Legal diligence (corporate, lien, litigation searches)
• Independent collateral verification and site visits
Stage 3
Credit Committee Approval
• Partner-led Investment Committee reviews risk analysis and opportunity brief
• IC approval required before issuing non-binding term sheet
• Final re-approval required pre-closing to confirm no material adverse change
Stage 4
Documentation & Funding
• Executed loan and security documents
• Lien filings (UCC/PPSA), insurance certificates and cash control implementation
• Legal opinions and corporate resolutions
Stage 5
Portfolio Monitoring
• Weekly portfolio revaluation and stress testing
• Routine field exams and collateral verification
• Monthly borrower reporting (financials, AR/AP, bank statements, compliance certificates)
• Proactive exit management with decisive action on breaches
Stage 5a
Financial Services
• Wholly owned division supporting select portfolio companies.
• 2Shores provides fee-based accounting services typically related to trade financing.
• Enables real-time visibility into operational financial metrics, including revenue and trade flow analytics
Core Lending Strategies
Direct lending across four strategies, typically on a senior-secured, first-lien basis. Structured for short durations, strong collateral coverage, and disciplined downside protection.
Supply Chain & Working Capital
Revolving working capital for high-growth CPG companies and B2B credit counterparties.
Middle-market Direct Lending
Acquisition and growth financing for established businesses with proven track records.
Oppportunistic & Special Situations
Complex situations, challenging industries, or off-market/opportunistic transactions.
Ultra-High-Net-Worth Bridge Loans
Secured short-term bridges for asset-rich individualsrequiring liquidity.
Cases studies
API Alarm
Traditional Mid-Market Direct Lending
API Alarm
Traditional Mid-Market Direct Lending
Trubar
Supply Chain Financing Success
Trubar
Supply Chain Financing Success
Luxury Real Estate
UHNW Liquidity Solutions Success
AI-Tech Company Merger Arbitrage
Opportunistic Secured Lending
AI-Tech Company Merger Arbitrage
Opportunistic Secured Lending
Leadership team
2Shores Capital combines 80+ years of leadership experience with fast execution, an extensive network of repeat borrowers and deal sources, and a strategically sized platform that unlocks off-market opportunities.
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Leadership team
2Shores Capital combines 80+ years of leadership experience with fast execution, an extensive network of repeat borrowers and deal sources, and a strategically sized platform that unlocks off-market opportunities.
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Leadership team
2Shores Capital combines 80+ years of leadership experience with fast execution, an extensive network of repeat borrowers and deal sources, and a strategically sized platform that unlocks off-market opportunities.
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Kevin Taylor
Partner, CEO | Miami
Sean Rosas, CFA
Partner, CIO | Vancouver
Olivier Centner
Partner, COO | Miami
Lena Masters, CPA
CFO | Toronto
Sonny Katz, CBV
VP Investments | Toronto
Matthew Brewster, MBA
Investment Analyst | Miami
Advisors
2Shores partners with a select, vetted circle of advisors across numerous industries to expand access, sharpen underwriting, and reinforce structures with stronger downside protection and clearer exits.
Capital Markets
Andrew Mandala
20+ years in lending and transaction origination at Prudential Securities and Deutsche Bank, where his team oversaw $1B+ in client assets. Co-founded Stillwater Structured Finance (2017) to deliver middle-market and project finance solutions using deep institutional relationships.
Media / Tech / Sports
Adam Rothstein
Co-Founder and GP of Disruptive Technology Partners and Disruptive Growth vehicles focused on Israeli tech. Leads 1007 Mountain Drive Partners. Sponsor/director across multiple SPACs and boards in tech/media. MPhil Finance (Cambridge); BS Economics (Wharton).
Real Estate & Risk Mgmt.
Michael Tees
25+ years in corporate banking and risk management, covering origination, credit structuring, underwriting, and mitigation for complex public and mid-market portfolios. Former senior leader at major Canadian banks; now Vice President, Western Canada at Marsh & McLennan. BA Toronto; MBA Washington.
CPG
Michael Habib
Michael Habib is a CPG professional with 33 years at Kellogg’s and 6 years advising brands on winning at Costco. He’s led cross-functional growth across major retailers and supported startups and established brands, driving ~$11.9B in career Costco sales total.