ORIX USA

ORIX USA is a lender established in 1981 with headquarters in Dallas, Texas, and offices in major U.S. cities as well as international locations in Frankfurt, London, and Paris. It specializes in private credit, real estate financing, and private equity solutions for middle market borrowers and investors. The company leverages its balance sheet alongside capital from third-party investors to support its lending and investment activities, aligning interests with partners. It operates through a range of subsidiaries, including ORIX Advisers, ORIX Capital Partners, Signal Peak Capital Management, Boston Financial, Lument, Real Estate Capital, and NXT Capital.

Nikunj Singhal

Managing Director, Group Head of Direct Lending and Management Committee Member

11 past transactions

Tuition.io

Debt Financing in 2025
Tuition.io, Inc. is a company that operates a platform designed to assist users in managing their student loan portfolios. The platform allows employees to view and manage various types of loans, including federal family education loans, federal direct loans, and private loans from multiple servicers. Tuition.io provides an employee benefit that enables employers to contribute directly to their employees' student loan debt, thereby addressing a significant financial burden many workers face. Additionally, the platform offers objective financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, the company was formerly known as Binksty before rebranding in July 2012.

Crusoe Energy Systems

Debt Financing in 2025
Crusoe Energy Systems Inc., based in Denver, Colorado, develops innovative technology and solutions aimed at addressing operational, environmental, and regulatory challenges in the oil and gas sector. Founded in 2018, the company specializes in its Digital Flare Mitigation solution, which allows upstream operators without pipeline access to convert wasted natural gas into electricity for energy-intensive computing. This service not only helps oil and gas producers reduce routine flaring of natural gas but also assists them in achieving regulatory compliance and maintaining production levels amid increasing regulations and pipeline constraints. Crusoe Energy Systems is committed to creating solutions that benefit the environment, local communities, and energy producers alike.

SmartAction

Venture Round in 2023
SmartAction LLC, established in 2002 and headquartered in El Segundo, California, specializes in developing a cloud-based platform that offers AI-powered customer self-service solutions. This platform enables enterprises to meet increasing demands for self-service by employing intelligent virtual agents across various mediums such as voice, SMS text, chat, social media, and mobile. By handling complex customer requests, these agents allow call center agents to focus on more meaningful, human-only conversations. SmartAction's Intelligent Voice Automation (IVA) platform utilizes natural language speech recognition and is built on an object-oriented coding framework. The company's solution, backed by years of AI research and development, aims to bridge the gap between current Interactive Voice Response (IVR) technology and human call center agents, offering a unique solution in the market space.

Keap

Series E in 2018
Keap is a software company that specializes in sales and marketing automation solutions tailored for small businesses. Founded in 2001 and based in Chandler, Arizona, Keap offers a comprehensive platform that includes contact management, client management, customer resource management (CRM), email marketing, task management, and e-commerce services. This platform enables users to streamline operations, enhance customer relationships, and automate various business processes, including invoicing and billing. Keap also provides training and support services to help businesses maximize the effectiveness of their software. The company, which was formerly known as Infusionsoft, Inc., rebranded to Keap in January 2019 and has additional offices in Atlanta, San Francisco, Welwyn Garden City in the United Kingdom, and Sydney in Australia.

NXT Capital

Acquisition in 2018
Founded in 2010, NXT Capital is a Chicago-based lender offering structured financing solutions to the U.S. middle market. With over $18 billion originated across 600+ transactions and approximately $11.4 billion committed capital, NXT provides direct financing through its Corporate Finance and Real Estate Finance groups. It manages funds for third parties and offers proprietary access to senior secured loans via levered/unlevered funds, separately managed accounts, and CLOs.

Lancaster Pollard Holdings

Acquisition in 2017
Lancaster Pollard Holdings, LLC is a financing advisory firm founded in 1988 and headquartered in Columbus, Ohio. The company specializes in providing financial advice and innovative financing solutions to healthcare, senior living, and housing providers, helping them enhance and expand their services. Lancaster Pollard offers a comprehensive range of services, including investment banking, mortgage banking, private equity, balance sheet financing, and mergers and acquisitions advisory. The firm is recognized for its expertise in underwriting tax-exempt and taxable securities, USDA-guaranteed loans, and FHA mortgage insurance. With regional offices in several major cities across the United States, Lancaster Pollard has established a strong presence in the market and is known for delivering sound financial advice and cost-effective financing options. It has been a subsidiary of ORIX USA Corporation since its acquisition in September 2017.

Boston Financial

Acquisition in 2016
Boston Financial is a prominent financial services firm based in Boston, Massachusetts, established in 1969. The company specializes in wealth management and investment advisory services, catering to individuals, families, endowments, and non-profits. Boston Financial is recognized as a national leader in the low-income housing tax credit (LIHTC) industry, excelling in syndication services as well as asset and portfolio management. The firm is committed to fostering investments that positively impact communities across the United States, focusing on creating affordable housing opportunities in both urban and rural areas. With a dedicated team of 230 professionals, Boston Financial emphasizes integrity, collaboration, exceptional client service, and social responsibility. The company has invested over $16 billion in LIHTC properties since 1986 and currently manages the largest syndicated portfolio of affordable housing in the country.

Navigating Cancer

Series C in 2015
Navigating Cancer, Inc., established in 2008 and headquartered in Seattle, Washington, operates a Web-based patient care portal designed specifically for cancer programs. This platform enables cancer survivors to receive, organize, and understand their medical information, track their health, and engage with healthcare professionals. It also offers educational resources on various types of cancer and chemotherapy treatments. The portal aims to simplify practice workflows for healthcare providers, facilitate patient-centered care, and improve overall outcomes by empowering patients through technology.

Equator Technologies

Venture Round in 2003
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.

Equator Technologies

Series D in 2000
Equator Technologies, Inc. is a provider of system-on-a-chip processors for video streaming and image processing applications.

Stord

Stord develops a cloud-based software platform for managing warehousing and distribution services. Its platform enables clients to oversee product flow across multiple warehouses on one dashboard, facilitating on-demand scaling and optimizing inventory and orders globally.
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