Aequum Capital Secures $250 Million Debt Facility with Wells Fargo to Accelerate Growth

Rhea-AI Summary

Wells Fargo (NYSE:WFC) has established a $250 million debt facility with Aequum Capital Financial, a specialty finance lender backed by Castlelake. The strategic financing will bolster Aequum's asset-based lending platform, enabling the company to provide senior debt solutions ranging from $5 million to $35 million to small and medium-sized businesses across the United States.

The facility will support Aequum's expansion through organic growth opportunities, participations, and potential portfolio acquisitions in the specialty finance sector. This partnership validates Aequum's platform strength and institutional backing while positioning the company for continued growth.

Positive

• New $250 million debt facility enhances lending capacity
• Strategic partnership with major financial institution Wells Fargo
• Expansion of lending capabilities for small and medium businesses

Negative

• Increased debt exposure on balance sheet

CHICAGO, Sept. 9, 2025 /PRNewswire/ -- Aequum Capital Financial, LLC ("Aequum"), a rapidly growing specialty finance lender backed by Castlelake, L.P., announced today that it has closed a new $250 million debt facility lead by Wells Fargo & Company (NYSE: WFC). This strategic financing significantly enhances Aequum's ability to expand its asset-based lending platform and underscores the strength of its institutional partnerships.

The facility will be used to further support Aequum's mission of providing customized senior debt solutions ranging from $5 million to $35 million to small and medium-sized businesses across the United States. The additional capacity enables Aequum to execute on both organic growth opportunities, participations, and potential portfolio acquisitions in the specialty finance sector.

"This transaction with Wells Fargo represents a significant milestone for Aequum," said John Stanfield, CEO of Aequum Capital. "It not only validates the strength of our platform and our institutional backing by Castlelake, but also positions us to deliver even greater value to our borrowers, investors, and partners as we continue our rapid growth trajectory."

About Aequum Capital

Aequum Capital is a technology-enabled specialty finance lender that provides senior asset-backed and cash flow debt facilities to small and medium-sized businesses throughout the U.S. Backed by Castlelake, L.P., a $22 billion global alternative investment manager, Aequum leverages its proprietary technology platform to deliver efficient underwriting, funding, servicing, and portfolio management—ensuring a quick closing process and seamless borrower experience. For more information, please visit www.aequumcapital.com.

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.0 trillion in assets. They provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune's 2025 rankings of America's largest corporations. For more information, visit www.wellsfargo.com.

About Castlelake

Castlelake, L.P. is a global alternative investment manager specializing in asset-based private credit. Founded in 2005, Castlelake manages approximately $22 billion of assets on behalf of a diversified global investor base and is a strategic partner of Brookfield Asset Management Ltd., a leading global alternative investment manager with over $1 trillion of assets under management. The Castlelake team comprises more than 220 experienced professionals, including 80 investment professionals, across eight offices in North America, Europe, the Middle East and Asia. For more information, please visit www.castlelake.com.

Media Contact:

John Stanfield

CEO, Aequum Capital

johnstanfield@aequumcapital.com

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SOURCE Aequum Capital Financial LLC

FAQ

What is the size of the new debt facility between Wells Fargo and Aequum Capital?

Wells Fargo has provided Aequum Capital with a $250 million debt facility to support its lending platform expansion.

How will Wells Fargo's debt facility impact Aequum Capital's lending capabilities?

The facility enables Aequum to provide senior debt solutions ranging from $5 million to $35 million to small and medium-sized businesses across the United States.

What is the strategic importance of the Wells Fargo debt facility for Aequum Capital?

The facility validates Aequum's platform strength, supports organic growth opportunities, enables participations, and allows for potential portfolio acquisitions in the specialty finance sector.

Who backs Aequum Capital Financial?

Aequum Capital Financial is backed by Castlelake, L.P., and has now secured additional institutional backing through Wells Fargo.

What types of businesses will benefit from this Wells Fargo-Aequum Capital partnership?

Small and medium-sized businesses across the United States seeking customized senior debt solutions between $5 million and $35 million will benefit from this partnership.