Liability
Management
and Ratings
Advisory

  • GreensLedge team members meeting in office

Liability Management and Ratings Advisory

We believe GreensLedge’s deep investment banking experience, especially within middle-market and alternative investments, can help clients explore non-traditional fundraising and balance sheet solutions. To date, we have arranged or advised on over $43 billion of middle-market direct lending leverage facilities and alternative investment private placements for clients, including asset managers, hedge funds, finance companies, lenders, financial technology platforms, and corporations.

Given the breadth of our experience working with managers across the alternative investment space, we are well-positioned to advise on financing solutions that can achieve both the managers’ strategic goals and their investors’ objectives. Financing solutions may include Subscription, NAV, Bilateral and Warehouse facilities. We work diligently to tailor each solution to fit the needs of the manager and investors.

Additionally, GreensLedge specializes in structuring and placing Rated Feeder Funds, Rated Note Structures, Private CLOs & Pool Rated Obligations (fka CFOs), and have executed and advised on over $8 billion of these products in the U.S. & Korea. We have been successful in structuring and placing notes issued by funds, by SPVs holding PE interests, and by feeder funds with either a single underlying fund or with multiple underlying funds.

Recent Transactions

  • Principal Alternative Credit Rated Note

    $102 million Rated Feeder

    Principal

    Ratings Advisor

  • New Mountain Guardian IV Rated Feeder II

    $306 million Rated Feeder

    NM2

    Co-Placement Agent

  • Sagard Senior Lending Partners

    $101 million Rated Feeder

    Sagard

    Ratings Advisor

  • NPC CFO 2023-1

    $190 million CFO

    Churchill

    Sole Structuring & Placement Agent

  • Cornhusker Funding

    $150 million Rated Note

    Mount Logan

    Ratings Advisor

These transactions do not represent a complete list of GreensLedge’s historical business activities, and are not indicative of what business GreensLedge may conduct in the future. See “Transactions” page for more information.