Special Opportunities Group

The ORIX Special Opportunities Group brings together ORIX’s long and successful history serving the middle market segment with creative and flexible capital solutions, and a highly experienced team of dedicated professionals to provide one-stop structured credit and equity solutions to clients across a wide range of industries. As part of ORIX’s Merchant Banking platform, the Special Opportunities group focuses on efficiently executing long-term principal investments with a focus on event-driven credit and equity strategies, structured finance, rescue financing, strategic transactions, and acquisitions.

As a patient investor with long-term capital, ORIX can provide creative and flexible structures to meet the distinct capital needs of clients across industries and geographies.

 

SOLUTIONS-FOCUSED CAPITAL

SPECIALTY CREDIT

ORIX USA provides companies with flexible and innovative financing solutions, including first and second lien loans, unitranche, unsecured and mezzanine loans, and preferred equity. We create bespoke and flexible debt financing solutions that are customized to the specific requirements of the entrepreneurs, families, and management teams with whom we partner.  Investments are structured to meet a comprehensive range of financing needs faced by middle-market companies, including business expansion, acquisitions, refinancings, and recapitalizations.

 

ALTERNATIVE INVESTMENTS

ORIX USA Alternative Investments is an opportunistic investment platform providing creative solutions to funds, pooled capital vehicles, and other forms of structured investment vehicles. ORIX USA seeks to offer solutions on unique, time-sensitive, or liquidity-driven opportunities that might otherwise be overlooked by less nimble or flexible market participants.

Such opportunities might include, but are not limited to the following:

  • Fund-Level Liquidity Solutions
    • Portfolio Finance Solutions
    • Other Flexible Structures
  • Secondary LP Purchases
  • Asset Management M&A

 

STRATEGIC SOLUTIONS

ORIX USA’s Strategic Solutions Group focuses on providing clients with smart, tax-oriented, structural solutions to deploy capital efficiently on an after-tax basis. The Strategic Solutions Group works closely with ORIX USA Group’s numerous businesses and subsidiaries to originate opportunities.

 

CORPORATE DEVELOPMENT

ORIX USA continually seeks new ways to invest its balance sheet and provide capital solutions to its clients, and we have a history of exploring and closing transformative, strategic investments. With this in mind, we are actively evaluating new partnerships, joint ventures, acquisitions, and other investment opportunities. We are also further developing our asset management capabilities to enhance our product offerings to clients. And to further augment our ability to source and originate new investments, we are looking to hire best-in-class new business professionals, as well as to partner with established groups to create joint ventures in niche asset classes. At ORIX, we will pursue opportunistic acquisitions to expand our portfolio or to acquire skills and talent.  Some areas of strategic interest to us include:

  • Specialty Finance
  • Asset Management
  • Distressed/Dislocated Asset Classes
  • Special Situations
  • Private Equity
  • Insurance

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