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About US

TC

Travelers Capital (TC) is an alternative capital provider to public & private mid-market enterprises seeking custom finance solutions outside of those offered by traditional lending institutions. Initially created as a means to service and expand the existing client base of Travelers Financial Group, Travelers Capital has developed into a full-scope financier providing asset-based loan & lease solutions to borrowers facing a variety of traditional funding challenges, from transitional and distressed balance sheet restructurings to rapid-growth working capital and acquisition requirements. Travelers Capital is a member of the Travelers Group of Companies, who possess over 40-years of asset-based lending experience and is a leading provider of equipment finance and speciality loan & lease arrangements.

With a deep understanding of asset-finance and operation management, Travelers Capital is able to evaluate a borrower’s capital needs and inherent risks from an enterprise perspective, allowing for tailored, creative, and timely credit solutions.

Why Private Debt

Defined as any credit extended outside of traditional banking networks or public markets, private debt has become an exceedingly prevalent form of alternative capital for small to mid-market size enterprises over the last decade. Private debt has filled an important void in the capital markets and circumvents many of the challenges that accompany traditional financial institution underwriting guidelines, such as rigid financial and reporting covenants, strict loan to value and cash flow parameters, and convoluted approval procedures.

Travelers Capital works closely with clients at every stage of the corporate life cycle to better understand their assets, their business, and their credit needs to provide custom capital solutions outside of those offered by traditional banks.

Travelers Capital

Meet Our Team

Jim Case
Jim CaseCEO, Travelers Financial Group
Read More
CEO of the Travelers Financial Group. Since 1984 Travelers has scaled businesses within the prime & non-prime equipment finance, prime & non-prime auto finance, and the portfolio sales & servicing sectors. Deployed over $12 billion in auto, equipment, and consumer finance facilities across Canada, US, UK, and Australia. Lead successful partnerships and exits include Scotiabank, Coast Capital Equipment Finance Ltd., Ritchie Bros. Financial Services. Within the Travelers Group of Companies Jim has been influential with the inception Travelers Capital Corporation, Inovatec Systems Corporation, Integrated Financial Technologies Inc., TC, and TFG Financial Corporation. Jim is head of the Travelers Capital investment and advisory committee and is responsible for the overall strategic direction and execution of the business.
Roberto Cortese
Roberto CorteseCOO, Travelers Financial Group
Read More
Joined the Travelers Financial Group in December 2005. With a mission and strategy that emphasizes on transformation and growth while leveraging Travelers core competencies. Prior positions include CEO Coast Capital Auto & Equipment Finance, Vice President and General Manager (and founding member) of De Lage Landen Canada, a subsidiary of Rabobank. Other held past senior positions included Managing Director of Danka Financial Services, Citicapital and Newcourt.
Ashwin Pamidi
Ashwin PamidiCFO, Travelers Financial Group
Read More
Joined the Travelers Financial Group as CFO and Head of Corporate Strategy in August 2022. Ashwin has more than 15 of experience and his most recent responsibility was the Vice President and Head of Global Business Development for Finning where he led the M&A activity and was part of the senior leadership team. In the past, Ashwin has held senior positions with National Bank Financial and CIBC World Markets. He earned his Bachelor of Science at McMaster University, a PhD at the University of Toronto in Medical Biophysics and an MBA from the University of Toronto, Rotman School of Management.
Warren Miller, CFA
Warren Miller, CFAVP, Structured Finance & Capital Markets
Read More
With a multitude of experience in underwriting, business development, capital markets, and execution in corporate banking and private capital investing, including positions at HSBC, CIBC, and Maynbridge Capital (Maynards Financial), Warren leads TC’s investment, operational, and performance initiatives. Having underwritten over $2B of stand-alone and syndicated corporate credit transactions, Warren is responsible for actively overseeing all aspects of TC’s private investment activity. Prior to joining to Travelers Capital, Warren was most recently accountable for the evaluation, structuring, recommendation, capital markets, and execution of all debt & equity investments of a +$100MM transitional / distressed debt investment fund. Warren is a graduate of McGill University (B.Comm, Finance & Accounting) and a Chartered Financial Analyst (CFA)
Stephen Jones, CFA
Stephen Jones, CFASenior Director, Structured Finance
Read More
Stephen is based out of Calgary, AB and is responsible for business development and portfolio management. Stephen has a strong reputation in the alternative finance industry and has originated and analyzed over $1Bn in investment opportunities. Prior to joining Travelers Capital, Stephen was responsible for business development, loan structuring, and relationship management in Western Canada for a privately held asset-based bridge lender. Stephen is a Board Member with the Risk Management Association of Alberta and is a CFA Charterholder.
Paul Kern, CPA, CA
Paul Kern, CPA, CADirector, Structured Finance
Read More
Having joined Travelers Capital in September 2022, Paul is responsible for all aspects of credit structuring, underwriting, and portfolio management. Prior to joining Travelers Capital, Paul held progressive roles at two private debt firms in Toronto, focusing on credit structuring, underwriting, portfolio management and valuations, with investments ranging from $5MM - $50MM. Paul also previously worked in the audit and assurance practice at PwC in Toronto, performing audits, reviews, and specified procedures for clients in the technology, real estate, and consumer goods industries ranging from $10MM to $12Bn in revenue. Paul graduated with a B.A, HBA (with Distinction) from the Ivey Business School at Western University and holds a CPA, CA designation.
Cameron Cotterill
Cameron CotterillAssociate, Structured Finance
Read More
During his time with Travelers Capital, Cameron has reviewed or underwritten over $500m of diverse credit commercial financing applications for borrowers across all industries. Cameron is a University of Queens graduate where he completed a BCom degree, with a specialization in finance. Cameron is involved with all aspects of investment underwriting and execution at Travelers Capital.
Moiz Karim
Moiz KarimAssociate, Structured Finance
Read More
Moiz has held multiple corporate finance roles with large senior FI's in various positions ranging from research, credit modelling, underwriting to execution. Over the course of his career, Moiz has assisted with the credit management and financing of >$1Bn dollars, ranging from mid-market enterprises to large publicly traded enterprises. Moiz is responsible for originating, underwriting, and actively monitoring TC's portfolio companies.
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Travelers Capital. All Rights Reserved ©

A division of the Travelers Financial Group, a Canadian privately held non-bank lender

About US

TC

Travelers Capital (TC) is an alternative capital provider to public & private mid-market enterprises seeking custom finance solutions outside of those offered by traditional lending institutions. Initially created as a means to service and expand the existing client base of Travelers Financial Group, Travelers Capital has developed into a full-scope financier providing asset-based loan & lease solutions to borrowers facing a variety of traditional funding challenges, from transitional and distressed balance sheet restructurings to rapid-growth working capital and acquisition requirements. Travelers Capital is a member of the Travelers Group of Companies, who possess over 40-years of asset-based lending experience and is a leading provider of equipment finance and speciality loan & lease arrangements.

With a deep understanding of asset-finance and operation management, Travelers Capital is able to evaluate a borrower’s capital needs and inherent risks from an enterprise perspective, allowing for tailored, creative, and timely credit solutions.

Why Private Debt​

Defined as any credit extended outside of traditional banking networks or public markets, private debt has become an exceedingly prevalent form of alternative capital for small to mid-market size enterprises over the last decade. Private debt has filled an important void in the North American capital markets and circumvents many of the challenges that accompany traditional financial institution underwriting guidelines, such as rigid financial and reporting covenants, strict loan to value and cash flow parameters, and convoluted approval procedures.

Travelers Capital works closely with clients at every stage of the corporate life cycle to better understand their assets, their business, and their credit needs to provide custom capital solutions outside of those offered by traditional banks.

Travelers Capital

Meet Our Team

Jim Case
Jim CaseCEO, Travelers Financial Group
Read More
Since 1984 Travelers has scaled businesses within the prime & non-prime equipment finance, prime & non-prime auto finance, and the portfolio sales & servicing sectors. Deployed over $12 billion in auto, equipment, and consumer finance facilities across Canada, US, UK, and Australia. Lead successful partnerships and exits include Scotiabank, Coast Capital Equipment Finance Ltd., Ritchie Bros. Financial Services. Within the Travelers Group of Companies Jim has been influential with the inception Travelers Capital Corporation, Inovatec Systems Corporation, Integrated Financial Technologies Inc., TC, and TFG Financial Corporation. Jim is head of the Travelers Capital investment and advisory committee and is responsible for the overall strategic direction and execution of the business.
Roberto Cortese
Roberto CorteseCOO, Travelers Financial Group
Read More
Joined the Travelers Financial Group in December 2005. With a mission and strategy that emphasizes on transformation and growth while leveraging Travelers core competencies. Prior positions include CEO Coast Capital Auto & Equipment Finance, Vice President and General Manager (and founding member) of De Lage Landen Canada, a subsidiary of Rabobank. Other held past senior positions included Managing Director of Danka Financial Services, Citicapital and Newcourt.
Ashwin Pamidi
Ashwin Pamidi CFO, Travelers Financial Group
Read More
Joined the Travelers Financial Group as CFO and Head of Corporate Strategy in August 2022. Ashwin has more than 15 of experience and his most recent responsibility was the Vice President and Head of Global Business Development for Finning where he led the M&A activity and was part of the senior leadership team. In the past, Ashwin has held senior positions with National Bank Financial and CIBC World Markets. He earned his Bachelor of Science at McMaster University, a PhD at the University of Toronto in Medical Biophysics and an MBA from the University of Toronto, Rotman School of Management.
Warren Miller, CFA
Warren Miller, CFAVP, Structured Finance & Capital Markets
Read More
With a multitude of experience in underwriting, business development, capital markets, and execution in corporate banking and private capital investing, including positions at HSBC, CIBC, and Maynbridge Capital (Maynards Financial), Warren leads TC’s investment, operational, and performance initiatives. Having underwritten over $2B of stand-alone and syndicated corporate credit transactions, Warren is responsible for actively overseeing all aspects of TC’s private investment activity. Prior to joining to Travelers Capital, Warren was most recently accountable for the evaluation, structuring, recommendation, capital markets, and execution of all debt & equity investments of a +$100MM transitional / distressed debt investment fund. Warren is a graduate of McGill University (B.Comm, Finance & Accounting) and a Chartered Financial Analyst (CFA).
Stephen Jones, CFA
Stephen Jones, CFASenior Director, Structured Finance
Read More
Stephen is based out of Calgary, AB and is responsible for business development and portfolio management. Stephen has a strong reputation in the alternative finance industry and has originated and analyzed over $1Bn in investment opportunities. Prior to joining Travelers Capital, Stephen was responsible for business development, loan structuring, and relationship management in Western Canada for a privately held asset-based bridge lender. Stephen is a Board Member with the Risk Management Association of Alberta and is a CFA Charter holder.
Paul Kern, CPA, CA
Paul Kern, CPA, CASenior Director, Structured Finance
Read More
Having joined Travelers Capital in September 2022, Paul is responsible for all aspects of credit structuring, underwriting, and portfolio management. Prior to joining Travelers Capital, Paul held progressive roles at two private debt firms in Toronto, focusing on credit structuring, underwriting, portfolio management and valuations, with investments ranging from $5MM - $50MM. Paul also previously worked in the audit and assurance practice at PwC in Toronto, performing audits, reviews, and specified procedures for clients in the technology, real estate, and consumer goods industries ranging from $10MM to $12Bn in revenue. Paul graduated with a B.A, HBA (with Distinction) from the Ivey Business School at Western University and holds a CPA, CA designation.
Cameron Cotterill
Cameron CotterillAssociate, Structured Finance
Read More
During his time with Travelers Capital, Cameron has reviewed or underwritten over $500m of diverse credit commercial financing applications for borrowers across all industries. Cameron is a University of Queens graduate where he completed a BCom degree, with a specialization in finance. Cameron is involved with all aspects of investment underwriting and execution at Travelers Capital.
Moiz Karim
Moiz KarimAssociate, Structured Finance
Read More
Moiz has held multiple corporate finance roles with large senior FI's in various positions ranging from research, credit modelling, underwriting to execution. Over the course of his career, Moiz has assisted with the credit management and financing of >$1Bn dollars, ranging from mid-market enterprises to large publicly traded enterprises. Moiz is responsible for originating, underwriting, and actively monitoring TC's portfolio companies.

Travelers Capital. All Rights Reserved ©

A division of the Travelers Financial Group, a Canadian privately held non-bank lender