Distressed Markets:

Opportunistic | Deal-x-Deal

Phin W. Stubbs established Bellwether Investment after 7 years in distressed and turnaround asset management with the Federal Asset Disposition Association and the Resolution Trust Corporation. Congress established the quasi-governmental agencies to solve a $400 billion crisis of failed banking institutions at the time.

Stubbs acquires distressed financial assets across the spectrum of collateral and risk including senior and subordinate debts, equities, and credits. Acquisitions have ranged from $1M to over $100M; each in separate entities, deal-x-deal.

Private Debt:

Funeral Services Industry | Fund-x-Fund | Deal-x-Deal

Opportunistic Private Debt Funds, Loan Acquisitions & Other Investments

Stubbs established PSI Funds upon acquisition of the largest lender to the U.S. Funeral Services Industry. The $130M portfolio consisted of 85 loans secured by funeral home businesses and real estate in the U.S., Canada, and Puerto Rico.
In addition to single loan activities, PSI Funds has organized three Private Debt Funds that have ranged from $20M to $100M; each in separate capitalizations, fund-x-fund.
In response to changing dynamics, Bellwether has recently developed a new and innovative loan program tailored to the industry and is engaged in new technology-related investment opportunities.

Funeral Services Industry: FinTech Loan Payment System & Funeral Care as a Service (FCaaS), a Cloud-First Concierge

Funeral Care as a Service is being developed from a PSI Funds’ Internet scrape in the U.S., Canada, and the UK.