| DATE | LENDER/PARTICIPANT [ROLE] | AMOUNT | Borrower | Industry | Structure |
| 11/4/2024 |
BlackRock [Lender]
|
$200.0
MM
| Root, Inc. |
Insurance
| Term Loan |
| 10/15/2024 |
Vista Credit Partners [Lender]
|
$300.0
MM
| Zinnia |
Insurance
| Credit Facility |
| 4/29/2024 |
Blue Owl [Lead Lender]
|
$400.0
MM
| PCF Insurance Services |
Insurance
| Delayed Draw Term Loan |
| 2/23/2024 |
RBC Capital Markets [Arranger]
|
$250.0
MM
| Nassau Financial Group |
Insurance
| $150MM Revolving Credit Facility; $100MM Term Loan |
| 8/18/2023 |
J.P. Morgan Bank [Administrative Agent, Joint Lead Arranger]
Fifth Third Bank [Joint Lead Arranger]
Royal Bank of Canada [Joint Lead Arranger]
Bank of America [Lender]
Citibank [Lender]
TD Bank [Lender]
InsurBanc [Lender]
|
$340.0
MM
| The Liberty Company Insurance Brokers |
Insurance
| $30MM Revolving Credit Facility; $180MM Term Loan; $130MM Delayed-Draw Term Loan |
| 3/29/2023 |
Wintrust Financial [Lender]
|
$50.0
MM
| SageSure |
Insurance
| Revolving Credit Facility |
| 12/28/2021 |
Madison Capital Funding LLC [Lender]
|
$265.0
MM
| Keystone Agency Partners |
Insurance
| Senior Credit Facility Upsize |