ORIX USA

ORIX USA, established in 1981 and headquartered in Dallas, Texas, is an international financial services company operating in 30 countries and regions. With approximately 1,100 employees and additional offices in major cities such as Atlanta, Chicago, Los Angeles, Minneapolis, New York, San Francisco, Washington, D.C., Frankfurt, London, and Paris, the company specializes in offering private credit, real estate, and private equity solutions tailored for middle market borrowers and investors. ORIX USA leverages its strong balance sheet alongside funds from third-party investors to create a beneficial alignment of interests. The organization encompasses several 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

10 past transactions

Tuition.io

Debt Financing in 2025
Tuition.io, Inc. operates a platform designed to assist users in managing their student loan portfolios, which includes federal family education loans, federal direct loans, and private loans from various servicers. The platform enables employers to provide a valuable benefit that allows them to contribute directly to employees' student loan debt, thereby addressing a significant financial burden faced by many workers. In addition to facilitating loan management, Tuition.io offers financial wellness education to help employees optimize their student debt. Founded in 2011 and based in Santa Monica, California, Tuition.io was previously known as Binksty before rebranding in July 2012. The company's services aim to help employers attract, engage, and retain talent by alleviating the challenges associated with student debt.

Crusoe Energy Systems

Debt Financing in 2025
Crusoe Energy Systems Inc. is a technology company based in Denver, Colorado, focused on 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 enables upstream operators without pipeline access to convert wasted natural gas into electricity for energy-intensive computing applications. This service provides a cost-effective and straightforward method for oil and gas producers to reduce routine flaring of natural gas, helping them maintain regulatory compliance and support sustainable practices. As the industry faces increasing constraints and regulations regarding natural gas flaring, Crusoe Energy Systems aims to create solutions that benefit both energy producers and local communities.

SmartAction

Venture Round in 2023
SmartAction LLC is a technology company that specializes in AI-powered customer self-service solutions through its cloud-based platform. Founded in 2002 and based in El Segundo, California, the company focuses on automating complex customer service communications across various channels, including voice, SMS text, chat, social media, and mobile. SmartAction's Intelligent Voice Automation (IVA) platform utilizes advanced natural language speech recognition and artificial intelligence to manage intricate customer requests, allowing call center agents to dedicate more time to meaningful interactions. By bridging the gap between traditional Interactive Voice Response (IVR) systems and human agents, SmartAction aims to enhance customer satisfaction and improve operational efficiency for enterprises, positioning itself for sustained growth in the customer service technology market.

Lancaster Pollard

Acquisition in 2017
Lancaster Pollard Holdings, LLC is a financing advisory firm that specializes in providing financial services to health care, senior living, and housing providers. Founded in 1988 and headquartered in Columbus, Ohio, the firm offers a comprehensive range of services including investment banking, mortgage banking, private equity, balance sheet financing, and mergers and acquisitions advisory. Lancaster Pollard is known for its sound financial advice and cost-effective financing solutions, helping clients expand and enhance their services. The firm operates regional banking offices in cities such as Atlanta, Austin, Denver, Kansas City, Minneapolis, Los Angeles, and Philadelphia. In 2017, Lancaster Pollard became a subsidiary of ORIX USA Corporation.

Boston Financial

Acquisition in 2016
Boston Financial, established in 1969 and headquartered in Boston, Massachusetts, specializes in financial services with a strong emphasis on wealth management, investment advisory, and low-income housing tax credit (LIHTC) investments. The company serves a diverse clientele, including individuals, families, endowments, and non-profits, providing tailored capital solutions and support for home ownership through financial assistance programs. As a national leader in the LIHTC industry, Boston Financial has a significant track record in syndication services, asset management, and portfolio management, having invested over $16 billion in equity in LIHTC properties since 1986. The company is committed to creating affordable housing opportunities across urban and rural communities in the U.S. and operates with core values of integrity, collaboration, exceptional client service, and social responsibility. Boston Financial employs a team of 230 professionals dedicated to meeting the diverse financial needs of its clients and partners.

Navigating Cancer

Series C in 2015
Navigating Cancer owns and operates a Website for cancer patients and their supporters that allow them to read about the disease, discuss ailments with others, organize personal health records, and track medications and treatments. Navigating Cancer’s mission is to transform healthcare through patient-centered care by using technology to connect every cancer patient to their healthcare team, their own health records, and the right information at the right time. Navigating Cancer’s Patient Engagement Portal provides oncology clinics with a branded, online extension of their care model and helps them save time and money while providing better quality care. The company was founded in 2008 and is based in Seattle, Washington.

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.
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