A private equity investment firm was looking to launch a new private credit strategy and transition from Total Return Swaps (TRS) to loan form financing on liquid credit. Although the firm is a traditional private equity fund capable of providing tailored investment and financing solutions – including private equity, mezzanine lending, and senior secured lending – it aimed to expand its product offering to include private debt financing options. The firm would then be fully equipped to add value by addressing the financing needs of the companies it invests in throughout the capital stack.
The firm tasked Siepe with implementing a comprehensive one-stop-shop solution encompassing front, middle and back office services and technology. Siepe provided the firm with a dynamic offering and partnered with it to develop a tailored solution that directly fits its business needs.