CBC Holdings, a Philadelphia-area financial services group, announced that Hildene Capital Management, a leading credit-focused asset manager, has made a strategic minority investment in the company. CBC’s management team will retain majority ownership. The financial terms of the deal were not disclosed.
The partnership marks a significant milestone for CBC Holdings, which specializes in investing in niche and illiquid financial assets. The infusion of capital and strategic expertise from Hildene is expected to enhance CBC’s growth trajectory, broaden its investment capacity, and strengthen its position as a key participant in specialty finance markets.
CBC operates through two primary business units:
- CBC Settlement Funding – a leading purchaser of structured settlements, annuities, and other deferred payment streams.
- Deed Street Capital – a buyer of private mortgage notes and other non-traditional financial instruments.
Together, these subsidiaries provide liquidity and tailored financial solutions for individuals and investors, while pursuing long-term growth opportunities in undercapitalized segments of the credit market.
Hildene’s minority investment represents not only a financial partnership but also an alignment of strategic vision. As a multi-strategy credit manager with expertise in structured credit, asset-based lending, and insurance-related investments, Hildene brings deep experience in sourcing and managing complex credit opportunities. The firm’s emphasis on innovation and investor alignment positions it as an ideal partner to support CBC’s continued expansion.
The partnership underscores both companies’ shared commitment to identifying value in unique asset classes and leveraging disciplined investment strategies to deliver sustainable results. With Hildene’s support, CBC aims to accelerate its growth, expand its portfolio diversification, and continue leading in the niche financial asset investment sector.
KEY QUOTE:
“Hildene brings fresh energy and expertise to our group. This relationship gives us the capital and capabilities to expand faster and strengthen our position as a leading investor in unique financial assets.”
William Skrym, CEO of CBC Holdings
