Raymond James Archives

Deerpath Capital Closes Fifth Collateralized Loan Obligation Since Inception

Deerpath Capital Management closed Deerpath CLO 2022-1, a $375 million collateralized loan obligation (CLO). Deerpath CLO 2022-1 represents the fifth CLO issued by Deerpath since 2018 and brings the firm’s total CLO assets under management to approximately $1.8 billion.

May 10, 2022 Deerpath Capital Management | Derek Dubois | GreensLedge Capital Markets | Raymond James Ian Koplin

Deerpath Capital Management Closes Second CLO of 2021 at $425MM

Deerpath Capital Management, a provider of cash flow-based senior debt financing to lower middle-market companies in North America, closed Deerpath CLO 2021-2, a $425 million collateralized loan obligation.

December 22, 2021 Deerpath Capital Management | Deerpath CLO 2021-2 | Derek Dubois | GreensLedge Capital Markets | Raymond James Ian Koplin

Monroe Capital Closes $505MM CLO Transaction

Monroe Capital closed a $505 million term debt securitization known as Monroe Capital MML CLO XII. The term financing was Monroe’s seventh CLO completed since March 2018 and is secured by a portfolio of middle-market senior secured loans.

September 28, 2021 Jeremy VanDerMeid | Monroe Capital | Raymond James | SMBC Ian Koplin

Blue Ridge and FVCB Sign Definite Merger Agreement

Blue Ridge Bankshares, the parent company of Blue Ridge Bank, and FVCBankcorp, the parent company of FVCbank, entered into a definitive agreement pursuant to which the companies will combine in an all-stock merger of equals.

Klein Joins Raymond James’ Recapitalization and Restructuring Group

Raymond James expanded its recapitalization and restructuring investment banking group with the addition of senior banker Richard Klein. Klein joined Raymond James from Miller Buckfire. He previously worked in the restructuring groups at Jefferies and Houlihan Lokey.

June 22, 2021 Geoffrey Richards | Raymond James | Richard Klein Ian Koplin

Raymond James Adds Czarnick to Recapitalization and Restructuring Investment Banking Team

Raymond James expanded its recapitalization and restructuring investment banking practice by hiring Jacob Czarnick as a managing director. Czarnick will focus on restructuring and will use his knowledge of both company and creditor engagements to assist clients in navigating distressed transactions.

April 30, 2021 Geoffrey Richards | Jacob Czarnick | Raymond James Ian Koplin

Deerpath Capital Management Closes $360MM CLO

Deerpath Capital Management closed Deerpath CLO 2021-1, a $360 million collateralized loan obligation. This CLO represents the third CLO issued by Deerpath since 2018 and brings the firm’s total CLO assets under management to approximately $805 million.

April 23, 2021 Deerpath Capital Management | Derek Dubois | GreensLedge Capital Markets | Raymond James Ian Koplin

Matrix Capital Adds Van de Walle as Director, Hoffman as Analyst

Independent investment bank Matrix Capital added Casey Van de Walle as a director and Anthony Hoffman, CPA, as an analyst of the firm. Van de Walle most recently served as vice president at Edgement Partners and Hoffman most recently served as an audit associate at Ernst & Young.

KeyBanc Agents New $100MM Purple Innovation Credit Facility

Purple Innovation executed a new five-year $100 million senior secured credit facility, consisting of a $45 million term loan and a $55 million revolving line of credit, with a group of financial institutions led by KeyBanc Capital Markets.

MassMutal, Oaktree Supply $375MM to Exantas in Conjunction with Acquisition

ACRES Capital acquired Exantas Capital’s management agreement from an affiliate of C-III Capital Partners. Exantas Capital also entered into definitive agreements with MassMutual and Oaktree for new capital commitments aggregating up to $375 million.

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