Investors in Loan Portfolio

Showing 1-50 out of 1803 matches

The Goldman Sachs Group

Goldman Sachs is a prominent global investment banking, securities, and investment management firm, established in 1869 and headquartered in New York City. The firm provides a range of services to corporations, financial institutions, governments, and high-net-worth individuals. Its Investment Banking segment offers advisory services for mergers and acquisitions, divestitures, and restructuring, as well as underwriting for public offerings and private placements of various securities. The Institutional Client Services segment focuses on client execution across fixed income, currencies, commodities, and equities, while also offering financing and securities lending to institutional clients. The Investing & Lending segment engages in originating long-term loans and investing in debt securities and real estate. Additionally, Goldman Sachs Asset Management serves both institutional and individual investors with comprehensive investment and advisory solutions across diverse asset classes. The firm also operates several specialized investment groups, including private equity and infrastructure funds, targeting a variety of sectors and investment strategies worldwide.
Made 14 investments in Loan Portfolio

Cerberus Asia II

Cerberus Asia II is a buyout fund managed by Cerberus Capital Management, which is headquartered in New York City. This fund focuses on investments primarily within Asia, as well as in Germany, the Netherlands, and Japan. Cerberus Asia II targets sectors including manufacturing, industrial, exploration, production, and refining. The firm, established in 1992, is recognized for its expertise in deep value and distressed investing, managing a diverse portfolio that includes private equity, middle-market lending, and real estate-related investments. Cerberus Capital Management operates with a multi-strategy approach, leveraging its extensive network and operational capabilities to identify and capitalize on investment opportunities across various markets.
Made 1 investments in Loan Portfolio

HPS Investment Partners

HPS Investment Partners is a global investment firm focused on non-investment grade credit, established in 2007 and headquartered in New York, with ten additional offices worldwide. Originally formed as a unit of Highbridge Capital Management, a subsidiary of J.P. Morgan Asset Management, the firm was known as Highbridge Principal Strategies before its acquisition by its principals in 2016. HPS manages various investment strategies across the capital structure, including leveraged loans, high-yield bonds, senior secured debt, mezzanine financing, and private equity. The firm is dedicated to providing investment opportunities in both large and small companies through standard or customized solutions, emphasizing credit and longer-dated liquid investments. As of mid-2016, HPS had approximately $30 billion in assets under management.

PATRIZIA

Patrizia is a long-established investment manager in the European real estate market, with over 35 years of experience. The firm specializes in the acquisition, management, repositioning, and sale of both residential and commercial properties across major European countries. Patrizia manages approximately EUR 40 billion in real estate assets, primarily serving large institutional investors such as insurance companies, pension funds, and sovereign funds, as well as retail investors. Its operations are divided into two main segments: Management Services, which encompasses property transactions, long-term management, and portfolio oversight, and Investments, which involves returns from co-investments and principal investments. The firm's revenue is predominantly generated from its Management Services segment, with a significant portion derived from its investments in Germany. Patrizia also manages various real estate funds that focus on specific asset classes and geographic regions within Europe.

Tristan Capital Partners

Tristan Capital Partners is an independent real estate investment management firm based in London, recognized as a leader in the European market. With a team of 100 professionals across eight offices, the firm specializes in both public and private market real estate investment strategies throughout the UK and Continental Europe. The core team, which has worked together for over 15 years, has successfully managed investments totaling €10.9 billion across eight funds. Collectively, the staff brings over €25 billion of experience in European investment and asset portfolio management. Tristan Capital Partners has established a strong reputation for delivering returns and capital to its clients, demonstrating a consistent track record across various market cycles.

Hoist Finance

Hoist Finance AB specializes in purchasing portfolios of non-performing loans, acting as a debt-restructuring partner for international banks and financial institutions. By acquiring these loans, the company enables its partners to allocate resources more effectively towards their core operations. Hoist Finance operates across several European countries, including Belgium, France, Greece, Spain, the Netherlands, the United Kingdom, Germany, Austria, Italy, and Poland. The company prioritizes customer engagement by establishing open dialogues with borrowers to understand their individual financial situations. This approach allows Hoist Finance to develop long-term, sustainable payment plans that promote debt resolution while maintaining respect and transparency throughout the process. Additionally, Hoist Finance offers retail deposit services through its online platform, HoistSpar, further diversifying its service offerings. The company is committed to fostering trust with both its partners and customers, aiming for positive outcomes that reintegrate borrowers into the financial ecosystem.

U.S. International Development Finance Corp

U.S. International Development Finance Corporation (DFC) is America’s development bank. DFC partners with the private sector to finance solutions to the most critical challenges facing the developing world today. We invest in projects that create jobs in emerging markets in sectors including energy, healthcare, critical infrastructure, telecommunications, and financing for small businesses and women entrepreneurs. DFC investments adhere to high standards and respect the environment, human rights, and worker rights.
Made 2 investments in Loan Portfolio

Oaktree Capital Management

Oaktree Capital Management is a global investment management firm based in Los Angeles, specializing in alternative investments across various asset classes. The firm manages a diverse portfolio that includes distressed debt, corporate debt, private equity, real estate, and listed equities. Oaktree focuses on making control investments in undervalued companies, particularly in sectors undergoing structural changes, and employs strategies that encompass credit and equity investments. Their investment approach emphasizes risk control and seeks to achieve superior performance in less efficient markets. Oaktree also has a notable presence in real assets and infrastructure investments, targeting sectors such as energy and transportation. Founded in 1995, the firm has developed a strong track record and substantial assets under management, catering to a wide array of industries, including financial services and healthcare. Oaktree operates both closed-end and open-end funds, with a commitment to delivering value to its clients.
Made 4 investments in Loan Portfolio

Accion

Accion is a global nonprofit organization founded in 1961 and headquartered in Cambridge, Massachusetts, dedicated to promoting financial inclusion. The organization works to provide underserved individuals and small businesses with access to essential financial tools that can enhance their lives and foster community growth. Accion engages with financial service providers to deliver affordable, high-quality solutions at scale, challenging industry norms and advocating for regulatory changes to support financial accessibility. Through its Venture Lab initiative, Accion invests in innovative fintech startups that utilize technology and new business models to improve the quality and reduce the cost of financial services for those traditionally excluded from the formal economy. The organization offers both financial investments and strategic support, including governance and operational assistance, to help these startups grow and succeed. Accion's commitment to enhancing financial health and capabilities aims to create a more inclusive financial landscape globally.
Made 5 investments in Loan Portfolio

Lone Star Funds

Lone Star Funds is a private equity firm established in 1995, with its headquarters in Dallas, Texas, and an operational presence in London, United Kingdom. The firm specializes in investing globally in distressed assets, including real estate, corporate equity, consumer debt products, banks, and asset-rich operating companies. Over the years, Lone Star has organized twelve private equity funds, amassing aggregate capital commitments exceeding $45 billion. As a Registered Investment Adviser, the firm focuses on acquiring distressed debt and equity assets, leveraging its expertise to navigate complex financial situations and generate value for its investors.
Made 2 investments in Loan Portfolio

Foresight Group

Foresight Group is an independent alternative asset manager based in London, specializing in infrastructure and private equity investments. With a robust 30-year history, the firm manages over £2.2 billion in assets, raised from a diverse range of clients, including high-net-worth individuals, family offices, pension funds, and institutional investors. Foresight offers a variety of investment products such as Limited Partnerships, Venture Capital Trusts, and Enterprise Investment Schemes, primarily targeting growth-stage companies across sectors like renewable energy, technology, healthcare, and advanced manufacturing. The firm is committed to sustainable economic and social development, striving to generate long-term dividends and capital appreciation for its investors. Foresight Group operates internationally, with offices in the UK, USA, Italy, and Australia, and aims to develop innovative investment strategies that align with a smarter and more sustainable future.
Made 3 investments in Loan Portfolio

Bain Capital Credit

Bain Capital Credit, founded in 1998 and based in Boston, Massachusetts, is a leading global credit specialist focused on a wide array of credit strategies. The firm manages a diverse portfolio that includes leveraged loans, high-yield bonds, distressed debt, private lending, structured products, and equities. It serves various industries, such as aerospace, transportation, consumer retail, healthcare, and technology. Bain Capital Credit employs a team of experienced investment professionals dedicated to fundamental analysis and portfolio management, ensuring a thorough approach to debt investments. The firm oversees significant assets and operates as an independently managed affiliate of Bain Capital, with additional offices in major financial hubs around the world.

Intrum

Intrum AB, headquartered in Stockholm, Sweden, is a prominent credit management company operating across Europe and internationally. Established in 1923, Intrum specializes in a range of financial services, including credit optimization, debt collection, and payment solutions. Its offerings encompass credit monitoring, factoring, accounts receivables management, and e-commerce services, all designed to enhance clients' cash flow and profitability. The company operates in three primary segments: credit management services, which focus on optimizing payments; portfolio investments, which involve the purchase of overdue debts; and strategic markets, targeting growth in Greece, Italy, and Spain. Intrum's expertise in debt recovery and financial services positions it as a leader in the industry, with a significant presence in the banking and credit card sectors.
Made 7 investments in Loan Portfolio

Wellington Management

Wellington Management Company LLP, founded in 1928 and headquartered in Boston, Massachusetts, is a prominent investment management firm providing comprehensive solutions to institutional clients worldwide. The firm specializes in a diverse range of investment strategies, including equity, fixed income, multi-asset, and alternative investments, tailored to meet the unique return and risk objectives of its clients. Wellington Management employs a collaborative approach, leveraging proprietary research and analytical tools to identify opportunities and manage risks across global capital markets. The firm caters to a wide array of clients, including sovereign institutions, endowments, foundations, wealth managers, and insurance companies, spanning more than 50 countries. With a focus on long-term investment principles, Wellington Management fosters independent thought and debate within its teams, ensuring that resources are effectively utilized to deliver consistent results. The firm also emphasizes environmental, social, and governance (ESG) considerations in its research and investment processes, engaging with companies on key ESG topics.
Made 3 investments in Loan Portfolio

AnaCap

AnaCap Financial Partners is a private equity firm based in London, established in 2005, that specializes in the European financial services sector. The firm focuses on lower-mid market investments and has raised a total of €4.4 billion across various strategies, including private equity and credit opportunities. AnaCap's investment portfolio includes sectors such as financial services, information technology, SaaS, and insurance technology, primarily targeting companies in Northern and Western Europe. The firm has attracted a diverse global investor base, comprising notable institutions like Goldman Sachs, Honeywell, and Allianz.
Made 1 investments in Loan Portfolio

KKR

KKR is a global investment firm founded in 1976 and headquartered in New York. The firm specializes in managing a diverse range of alternative asset classes, including private equity, energy, infrastructure, real estate, and credit, often in collaboration with strategic partners who manage hedge funds. KKR aims to generate strong investment returns through a disciplined approach, focusing on high-quality investment opportunities across various sectors such as technology, healthcare, and consumer services. The firm operates internationally, with offices in major cities across North America, Europe, Asia, and the Middle East. KKR's investment strategies encompass various methods, including private equity buyouts, credit investments, and real estate financing, allowing it to adapt to changing market conditions and capitalize on unique opportunities. Through its comprehensive portfolio management, KKR seeks to drive growth and value creation for its investors and portfolio companies alike.
Made 6 investments in Loan Portfolio

Fortress Investment Group

Fortress Investment Group LLC, founded in 1998 and headquartered in New York, is a global alternative asset manager specializing in a variety of investment strategies, including private equity, credit, liquid markets, and traditional asset management. The firm manages private equity funds, hedge funds, real estate, and publicly traded investment vehicles, serving over 1,500 institutional investors and private clients worldwide. Fortress focuses on investments across diverse sectors such as healthcare, commercial products, food and beverages, information technology, financial services, transportation, energy, and infrastructure. In 2017, Fortress entered into a merger agreement with SoftBank, allowing it to operate independently while benefiting from SoftBank's resources and global reach.

PGIM Core Plus

PGIM Core Plus is a real estate investment fund managed by PGIM Real Estate, based in Atlanta, Georgia. The fund focuses on making core plus investments in the European market, targeting properties that offer a mix of stable income and potential for appreciation. It seeks to incorporate environmental, social, and governance (ESG) criteria into its investment decisions, aligning with growing trends towards responsible investing. The fund is part of PGIM's broader real estate strategy, which encompasses a diverse range of investment vehicles across various asset classes. PGIM Real Estate leverages its extensive knowledge and expertise in the industry to identify opportunities that contribute to both financial returns and positive social impact.

QED Investors

QED Fund V, managed by QED Investors, is an early-stage venture capital fund based in Alexandria, Virginia. Established in 2008, it focuses on investing in high-growth companies primarily within the fintech sector, including mortgage technology, real estate technology, software, and financial services. The firm targets its investments across various regions, including Latin America, the United States, and the United Kingdom. QED Investors is dedicated to supporting its portfolio companies by providing both capital and operational expertise, fostering a close partnership that emphasizes the importance of information in driving business success. The fund aims to nurture innovative startups that leverage technology to enhance competitive advantage in the financial services landscape.
Made 19 investments in Loan Portfolio

International Finance Corporation

International Finance Corporation (IFC), established in 1956 and headquartered in Washington, District of Columbia, is the private equity and venture capital arm of The World Bank Group. It focuses on fostering sustainable economic growth in developing countries by financing private sector investments and mobilizing capital in international financial markets. IFC provides a wide range of financial products, including loans, equity, quasi-equity, and advisory services, targeting sectors such as agriculture, forestry, financial services, education, healthcare, infrastructure, manufacturing, retail, tourism, and technology. The organization aims to support businesses and financial institutions in emerging markets to create jobs, improve corporate governance, and enhance environmental performance. IFC typically invests between $1 million and $100 million, often taking minority stakes but preferring majority ownership in its portfolio companies. It does not engage directly in the management of its investments and usually exits through domestic stock markets or other arrangements after several years. By focusing on initiatives that benefit underserved communities, IFC contributes to local economic development and improves the quality of life for people in developing regions.
Made 6 investments in Loan Portfolio

Värde Partners

Värde Partners, Inc. is a privately held investment management firm based in Minneapolis, Minnesota, with additional offices in major cities worldwide. Founded in 1993, the firm specializes in alternative investments, focusing on financial services businesses, including specialty finance, insurance, trust and corporate services, and asset management. Värde Partners employs a credit-oriented, value-based investment strategy, targeting a broad range of asset types such as distressed corporate credit, residential mortgages, real estate, and structured securities. The firm primarily serves a sophisticated clientele, including foundations, endowments, pension plans, sovereign wealth funds, insurance companies, family offices, and private clients, providing both investment management and advisory services. With a global investment approach, Värde Partners aims to deliver high-quality service and expertise in the alternative markets.
Made 4 investments in Loan Portfolio

Waterfall Asset Management

Waterfall Asset Management, LLC is an employee-owned asset management firm based in New York City, established in 2005. The firm specializes in high-yield asset-backed securities and loan investments, employing a combination of fundamental and quantitative analysis to manage its portfolios. Waterfall Asset Management provides services to a diverse range of clients, including investment companies, pension plans, corporations, and municipal government entities. The firm sources, analyzes, and invests in asset-backed securities and loans across various sectors globally, utilizing both in-house and external research. Additionally, it employs distressed, loan, and absolute return strategies in its investment approach. As of its last reporting date, Waterfall Asset Management managed approximately $4.3 billion in assets.
Made 4 investments in Loan Portfolio

Atalaya Capital Management

Atalaya Capital Management is a privately held alternative investment advisory firm based in New York City, founded in 2006. The firm specializes in opportunistic credit and special situations investments, catering primarily to pooled investment vehicles and high net worth individuals, as well as corporations. Atalaya employs a range of strategies, focusing on corporate, real estate, and specialty finance investments. The firm targets small and middle-market companies across various sectors, including restaurants, healthcare, and telecommunications, typically investing between $5 million and $80 million in firms with EBITDA ranging from $3 million to $35 million. Atalaya also offers debt financing through various structures such as mezzanine debt and senior secured loans, often seeking majority stakes in its investments. The firm utilizes fundamental bottom-up analysis and in-house research to identify opportunities, positioning itself as a provider of capital in markets underserved by traditional lenders.
Made 4 investments in Loan Portfolio

SOSV

SOSV is a global venture capital firm founded in 1995 and headquartered in Princeton, New Jersey. Specializing in seed-to-growth stage investments, SOSV operates multiple accelerator programs worldwide, including HAX for hardware, IndieBio and RebelBio for life sciences, Chinaccelerator and MOX for cross-border internet ventures, Food-X for innovative food solutions, and dlab for blockchain technology. The firm focuses on investments in revolutionary deep technologies aimed at improving human and planetary health, as well as cross-border markets, particularly in Asia. SOSV invests in approximately 150 startups annually, providing support through its resources to accelerate product development and scaling. Over its two-decade history, SOSV has established a strong reputation, consistently ranking among the top venture capital firms globally.
Made 13 investments in Loan Portfolio

Ares Management

leading global alternative asset manager
Made 1 investments in Loan Portfolio

Starwood Capital Group

Starwood Capital Group, founded in 1991 and headquartered in Miami, Florida, is a private investment firm specializing in diverse investment strategies across global real estate and various asset classes. The firm focuses on direct investments, including private equity, venture capital, and real estate, with a particular emphasis on buyouts, growth capital, and financial restructuring. Starwood Capital has invested approximately $11.8 billion in areas such as hospitality, energy infrastructure, and retail, encompassing a range of property types, including office, multifamily, and commercial real estate. The firm operates internationally, targeting regions such as North America, Europe, and parts of Latin America and Asia. Investments typically range from $5 million to $100 million, with the firm engaging in both equity and debt structures. Starwood Capital’s strategy involves opportunistically shifting between asset classes and capital positions to adapt to evolving market dynamics and maximize return potential.

Apollo Global Capital

Apollo is a global alternative asset manager based in New York, specializing in private equity, credit, and real estate investments. Founded in 1990, the firm offers a wide range of financial products, including performing and non-performing loans, insurance-linked securities, asset-backed securities, distressed debt, and structured credit. Apollo has expertise in distressed assets and deploys capital across various industries such as chemicals, consumer products, retail, oil and gas, transportation, financial services, media, telecommunications, and technology. The firm manages funds for prominent institutional and individual investors, focusing on value-oriented investment strategies. Apollo's investment activities span North America, Asia, and Western Europe, targeting a diverse array of business sectors and maintaining a significant presence in the distressed investment market.
Made 4 investments in Loan Portfolio

Investcorp

Investcorp, founded in 1982 and based in Manama, Bahrain, is a private equity firm that specializes in a range of alternative investment products, including private equity, hedge funds, real estate, and venture capital. The firm manages funds that primarily invest in senior secured corporate debt from mid and large-cap companies across Western Europe and the United States. Investcorp also engages in infrastructure investments in the Gulf region, focusing on sectors such as healthcare, education, and renewable energy. Over the years, the firm has expanded its assets under management through strategic acquisitions, such as the purchase of 3i's debt management business, which significantly bolstered its portfolio. With a commitment to reliability and value creation, Investcorp combines the dynamics of Gulf capital with international management expertise to deliver superior investment results.

SoftBank Investment Advisers

SoftBank Investment Advisers is a venture capital firm based in London, United Kingdom, that specializes in growth equity and late-stage investments. It is a subsidiary of SoftBank Group Corp. The firm focuses primarily on the technology sector, targeting areas such as artificial intelligence, robotics, internet-of-things, telecommunications, computational biology, cloud technologies, fintech, consumer internet, and healthcare. SoftBank Investment Advisers typically invests a minimum of $100 million in both minority and majority stakes in private or public companies, with a strong emphasis on opportunities in the United States and globally. Established in 2017, the firm aims to leverage its operational expertise and extensive global network to foster innovation and drive growth in its portfolio companies.
Made 6 investments in Loan Portfolio

Starwood Property Trust

Starwood Property Trust, based in Greenwich, Connecticut, is a leading real estate investment firm and the largest commercial mortgage real estate investment trust in the United States. Founded in 2009 and affiliated with Starwood Capital Group, the firm specializes in providing financing and managing commercial mortgage loans, commercial mortgage-backed securities, and other related debt investments. Starwood Property Trust focuses on originating customized loans for large, complex transactions, with the capability to offer loans ranging from $30 million to over $500 million. The firm accommodates various financing needs with flexible terms, including loans for transitional and stabilized assets, and offers both fixed and floating interest rates.

Foundation Capital

Foundation Capital, founded in 1995 and based in Menlo Park, California, is a venture capital firm that invests primarily in early-stage and growth-stage technology companies. The firm focuses on various sectors, including enterprise software, fintech, digital energy, consumer technology, and clean tech. It typically invests between $1 million and $10 million, with a total budget of $13 million to $14 million over the life of each company. Foundation Capital aims to act as a lead investor and often takes a board seat in its portfolio companies. The firm has a strong track record, having supported over 60 high-growth ventures, including notable companies like Lending Club and Netflix, and has participated in 26 initial public offerings. With a commitment to fostering innovative ideas, Foundation Capital emphasizes the potential of entrepreneurs to create transformative businesses.
Made 13 investments in Loan Portfolio

Barclays

Barclays PLC is a global financial services company headquartered in London, United Kingdom, with a history dating back to 1690. The firm operates through two main divisions: Barclays UK and Barclays International, providing a wide range of financial products and services across retail and corporate sectors. Barclays offers retail banking services, including deposit accounts, credit cards, and consumer lending, while its corporate and investment banking services encompass mergers and acquisitions advisory, capital raising, and risk management solutions. The company also provides wealth management services for high-net-worth individuals and institutions, alongside securities trading and comprehensive cash management solutions. With a presence in over 50 countries, Barclays serves a diverse clientele, including individuals, corporations, governments, and institutional investors, managing the financial needs of more than 48 million customers globally.

Shima Capital

Shima Capital is a venture capital firm founded in 2021 and based in San Juan, Puerto Rico. The firm specializes in global investments, focusing on emerging blockchain startups and companies within various sectors, including analytics, consumer products, decentralized finance, gaming, infrastructure, regenerative finance, and web3 technologies. As a Registered Investment Adviser, Shima Capital aims to support innovative ventures that are at the forefront of technological advancement in the blockchain space.
Made 4 investments in Loan Portfolio

CarVal Investors

CarVal Investors is an independent investment firm established in 1987 in Minneapolis. Initially founded as a value investor, the firm gained prominence in the aftermath of the United States financial crisis in the early 1990s. Over the years, CarVal expanded its operations internationally, targeting investment opportunities in Europe, Asia, and Latin America, particularly in distressed and credit-intensive assets. The firm is known for its focus on identifying market inefficiencies, allowing it to capitalize on fluctuations in credit market cycles. As a subsidiary of Cargill, Inc., CarVal maintains a robust framework for navigating complex investment landscapes.
Made 1 investments in Loan Portfolio

Liquid 2 Ventures

Liquid 2 Ventures is a venture capital firm founded in 2015 and based in San Francisco, California. The firm specializes in seed-stage investments, targeting technology startups across various sectors, including communications, biotechnology, artificial intelligence, and more. With a focus on pre-seed and seed-stage companies, Liquid 2 Ventures aims to support early-stage entrepreneurs in the United States as they develop innovative solutions and grow their businesses. The firm was established by Joe Montana, Mike Miller, and Michael Ma, bringing together their expertise to foster technological advancements and drive economic growth in the tech industry.
Made 6 investments in Loan Portfolio

Link Financial

Strongly Focused on Compliance - Link Financial Link Financial is a highly regarded European loan management and standby financial service solutions company. Since it was founded in 1998 Link has worked with several major financial companies in six countries across Europe. Over 2.5 million clients have their financial needs taken care of by the company. Link’s service portfolio offers a range of bespoke solutions that include mortgages, credit cards, auto loans, student loans and asset finance. The company has achieved a stellar reputation in the financial industry with consistently high ratings in financial research reports. Streamlining Processes and Services With a strong team of highly practiced industry professionals, Link uses a pioneering approach to customer service and advanced systems to achieve a deep understanding of each customer’s unique requirements. Once this is successfully determined the Link team is able to formulate tailored solutions specific to individual needs. Link is focused on streamlining every process and service that will ultimately result in improved engagement between the company and the customer. Link’s multiple asset loan administration system consists of facilities like pre-programmed voice communications, decision analytics, data validation and speech analysis. Upholding the Highest Standards Link Financial places strong emphasis on respectfully observing the guidelines and principles of a variety of trade associations like the Finance and Leasing Association, the Council of Mortgage Lenders and the Credit Service Association. The company believes that conducting business ethically is not only a requirement they are obliged to meet, but also a moral and conscious decision that forms part of the basis of the company’s operations. Link Financial takes pride in promoting fairness and transparency in all their dealings and in being an industry leader in ethical operations. The company has achieved a satisfied customer base and several awards through the years in recognition of its achievements.

Guild Holdings

Guild Holdings is a leading privately-held mortgage company in the United States, with over fifty years of experience in the industry. It operates primarily through two segments: loan origination and servicing. The origination segment encompasses loan origination, acquisition, and sale activities across the country, further divided into retail and correspondent channels. The servicing segment ensures a consistent cash flow, which supports the origination segment and fosters long-term client relationships. This structure allows Guild to effectively recapture clients for future mortgage transactions through repeat and referral business. Committed to customer and employee satisfaction, Guild Holdings aims to leverage its rich history while pursuing new growth opportunities.
Made 2 investments in Loan Portfolio

Pantera Capital

Pantera Capital is an investment firm based in Menlo Park, California, specializing in Bitcoin and other digital currencies, as well as companies operating within the blockchain space. Founded in 2003 by Dan Morehead, who previously served as chief financial officer and head of Macro Trading at Tiger Management, the firm transitioned from a focus on global macro hedge fund investments to exclusively target the burgeoning digital currency market by 2014. Pantera Capital believes that Bitcoin can revolutionize the way people conduct transactions, akin to the transformative impact of the Internet on communications and commerce. The firm engages in various stages of investment, including seed, early, and later-stage opportunities, while maintaining a particular interest in technology sectors such as financial technology, cybersecurity, and big data. Its investors include notable entities such as Benchmark and Fortress Investment Group.
Made 5 investments in Loan Portfolio

Rialto Capital

Rialto Capital Management LLC is a real estate investment firm and a subsidiary of Lennar Corporation, based in Miami, Florida. Founded in 2007, Rialto focuses on investing in distressed residential and commercial real estate assets, employing strategies for asset management, workouts, and turnarounds both in the United States and internationally. The company operates an integrated platform that includes investment, asset management, and mortgage origination, while also managing third-party capital and engaging in structured transactions with federal entities. Rialto has extensive experience in various aspects of real estate, including equity investments in diverse asset classes such as multifamily, retail, and industrial properties. With a team of seasoned professionals, Rialto Capital aims to maximize the value of real estate assets through innovative investment strategies and comprehensive financial services.

Citi

Citigroup Inc. is a global diversified financial services holding company headquartered in New York. It offers a wide range of financial products and services to consumers, corporations, governments, and institutions across various regions, including North America, Latin America, Asia, Europe, the Middle East, and Africa. The company operates through two main segments: Global Consumer Banking (GCB) and Institutional Clients Group (ICG). The GCB segment provides traditional banking services such as retail banking, commercial banking, credit cards, and retail services to individual customers. In contrast, the ICG segment focuses on wholesale banking products and services, including investment banking, corporate lending, foreign exchange, cash management, and wealth management for corporate, institutional, and high-net-worth clients. Founded in 1812, Citigroup has a significant global presence and is committed to facilitating growth and economic progress for its diverse clientele.
Made 3 investments in Loan Portfolio

Pivot Financial

Provider of loan financing services focused on offering creative services to the small and medium business market. The company offers term loans while managing varied aspects of borrower relationships including origination, underwriting, and ongoing portfolio management, allowing clients to access flexible capital options to meet their individual needs.

European Bank for Reconstruction & Development

The European Bank for Reconstruction and Development (EBRD) is an investment firm established in 1991 to support the development of market economies and democracies in Central and Eastern Europe and Central Asia. As the largest single investor in the region, the EBRD focuses on private enterprises, investing primarily in minority equity positions and participating in private equity funds that target medium-sized companies seeking expansion. The firm mobilizes significant foreign direct investment and provides project financing for a variety of sectors, including banking, industry, and municipal services. It collaborates with publicly owned companies to facilitate privatization and restructuring efforts. The EBRD operates in countries committed to democratic principles and emphasizes strong corporate governance and environmental respect in all its investments. With a portfolio exceeding €130 billion across over 5,200 projects, the EBRD has also extended its financing initiatives to the Middle East and Africa, leveraging its expertise to foster economic growth and transformation.
Made 2 investments in Loan Portfolio

PortfoLion

PortfoLion is a Budapest-based venture capital and private equity fund management firm founded in 2010. As a corporate venture capital arm of OTP Bank, it focuses on investing in companies within the IT sector and the digitalization of traditional industries, particularly those with scalable business models and strong growth potential in Central and Eastern Europe. PortfoLion's investment strategy encompasses a diverse range of sectors, including B2B, B2C, healthcare, advertisement technology, e-commerce, financial technology, big data, artificial intelligence, agriculture technology, and life sciences. The firm has also managed growth and expansion funds, such as the PortfoLion Regional Private Equity Fund, which targeted investments in Eastern Europe.

Atlas Credit Partners

Atlas Credit Partners is a Private Credit Fund Focused on Secured Direct Lending and Illiquid Secondary Credit Opportunities.

Portfolio BI

Portfolio BI specializes in providing comprehensive front-to-back office solutions that encompass order management, portfolio management, and operational data. As a software-as-a-service provider, the company focuses on automating various processes to help businesses gain better control over their portfolio and operational data. In addition to its software offerings, Portfolio BI provides advisory and consulting services in business intelligence and financial account reconciliation. These services enable clients to streamline functions across research, portfolio management, accounting, operations, and investor relations. By systematizing data access, the company allows businesses to quickly and efficiently analyze exposure, performance, risk, and other complex data sets.

CVI Dom Maklerski

Credit Value Investments is an independent asset manager established in 2012 and based in Warsaw, Poland that provides non-bank debt financing for small and medium enterprises operating in Poland or Central and Eastern Europe. The firm provides financing in the form of senior debt, junior debt, unitranche, mezzanine, distressed debt, convertible debt, and private equity solutions. CVI supports the company's growth through financing acquisitions, leveraged buyouts, management buyouts, and management buy-ins.

LoanPro

LoanPro Software® is a web-based, loan-servicing application, designed for and entirely hosted on the Amazon Web Services (AWS) cloud. Built on its own API, LoanPro® provides a dynamic, versatile, lending solution unlike anything else in the Fintech space. LoanPro securely stores and tokenizes payment data under a PCI-DSS Level 1 AOC security certification. LoanPro also offers integrated services from well-known providers to aid in the lending process.

Global Founders Capital

Global Founders Capital (GFC) is a venture capital firm established in 2013 and headquartered in Berlin, Germany. The firm is stage agnostic, meaning it invests in companies at various stages of development, from early-stage ventures to those preparing for an initial public offering. GFC focuses on empowering talented entrepreneurs and seeks investment opportunities in sectors such as internet, retail, financial software, media, communication, and information technology. With a global perspective, GFC aims to support innovative companies across all continents.
Made 8 investments in Loan Portfolio

Oak Hill Advisors

Oak Hill Advisors L.P. is a privately owned investment manager based in New York, specializing in leveraged loans, high yield bonds, structured products, and distressed securities. The firm primarily focuses on the North American and European markets, managing a range of investment vehicles including distressed funds and credit hedge funds. Established in 1991, Oak Hill Advisors employs a fundamental value-oriented strategy that emphasizes credit analysis and active risk management. The firm invests in both private and public companies, typically committing between $5 million and $100 million in various forms such as senior and subordinated debt, preferred equity, and project equity. Its investment strategy encompasses a wide array of sectors, including energy, healthcare, and niche manufacturing, with an emphasis on turnaround and special situations. Oak Hill Advisors serves a diverse clientele, including pension funds, sovereign wealth funds, and family offices.

Quona Capital

Quona Capital Management Ltd. is a venture capital firm based in Washington, D.C., with additional offices in Bengaluru, Lima, Cape Town, and Mexico City. Founded in 2014, the firm specializes in investing in growth-stage financial technology companies in emerging markets, particularly in Africa, Latin America, and Asia. Quona Capital focuses on disruptive innovations that enhance financial inclusion for underserved consumers and businesses. Its investment strategy targets companies that provide a range of financial services beyond microcredit, such as alternative lending, remittances, and insurance, as well as technology solutions that improve the efficiency of financial service delivery. The firm typically invests between $1 million and $10 million in startups that are dedicated to creating financial innovations that improve the lives of consumers and small to medium-sized enterprises. By backing entrepreneurs in fintech and adjacent sectors like agriculture, health, and education, Quona Capital aims to foster a more inclusive financial ecosystem.
Made 6 investments in Loan Portfolio