DIRECT LENDING

BESPOKE FINANCING SOLUTIONS

DIRECT MIDDLE MARKET PRIVATE CREDIT

Owl Rock is a direct lending platform focused on middle-market companies across a variety of industries. A reliable financing partner backed by sophisticated investors and an experienced investment team, we are fully committed to partnering with financial sponsors and private companies on highly customized financing solutions and have the ability to lead or anchor financings of up to $500 million.

Our Value Proposition

  • Owl Rock seeks to:
    • Provide certainty on terms and structure
    • Facilitate a high degree of flexibility and offer solutions for complex issues
  • Consummates deals with few marketing requirements, as is common for syndicated investments – bank meetings, offering documents, and rating agency presentations often not required
  • Dedicated to middle market loans and working directly with financial sponsors
  • Long-term capital
  • Relationship oriented and significant involvement from founders throughout entire process

Investment Criteria and Approach

We are fully committed to partnering with financial sponsors on direct lending solutions.

Approach

  • Our investment strategy focuses primarily on originating and making loans to, and making debt and equity investments in, U.S. middle market companies. We will invest in senior secured or unsecured loans, subordinated loans or mezzanine loans and, to a lesser extent, equity-related securities and warrants
  • Focused on first lien, unitranche, and second lien term loans
  • Long-term investors with the ability to provide sizeable commitments to facilitate transactions and support the growth needs of our borrowers
  • Seek to provide certainty, speed, and transparency throughout the entire investment process

Investment Criteria

  • Sponsored and non-sponsored situations
  • Companies with earnings before interest expense, income tax expense, depreciation and amortization, or “EBITDA,” between $10 million and $250 million annually and/or annual revenue of $50 million to $2.5 billion at the time of investment
  • Ability to lead or anchor debt financings of $100 -$500 million

Use of Proceeds

  • Growth
  • Acquisitions
  • Market or product expansion
  • Refinancings
  • Recapitalizations

Industry Experience

Owl Rock focuses on middle-market companies across a variety of industries, including:

  • Business Services
  • Consumer Products & Retail
  • Food & Beverage
  • Healthcare Services, Pharma & Healthcare IT
  • Distribution & Logistics
  • Manufacturing & Industrials
  • Software & Technology
  • Telecommunications & IT Infrastructure
  • Transportation & Logistics
  • Aerospace & Defense
  • Energy & Natural Resources

RECENT TRANSACTIONS

Owl Rock Capital Advisors has originated approximately $3.0 billion in transactions since inception.

Past performance is not a guarantee of future results.