Our Firm

A broad, integrated private markets platform with a middle market focus

Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today. With a specialization in private credit, real estate, and private equity solutions for middle-market focused borrowers and investors, we combine our robust balance sheet with funds from third-party investors, providing a strong alignment of interest.

Through our broad, integrated asset management platform, we offer access to our alternative investments for global public and private pension plans, insurance companies, endowments and foundations, family offices and other institutional investors, through single investor and multi-investor vehicles, loan funds, separately managed accounts (SMAs), Collateralized Loan Obligations (CLOs), levered and unlevered strategies as well as bespoke solutions.

We combine investment experience and expertise, financial stability, and a long-term perspective with deep insights into a broad range of sectors and industries.
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The breadth of our integrated platform is unique in the middle market.

Private Credit

Real Estate

Private Equity

Expertise, alignment, focus

ORIX Corporation USA Group

$85.3B* assets

$27.1B third-party assets under management

$10.4B balance sheet

$47.8B servicing and administering assets

~1300 employees

30+ offices

*As of June 2023. Third party assets under management include all ORIX USA Group subsidiaries and business units; figures may not total due to rounding.

Over 40 years in the U.S.

1981-1990

  • ORIX Group establishes U.S. business (1981)
  • ORIX Group establishes US subsidiary, Orient Leasing Containers (1981)
  • Expanded beyond leasing to corporate finance, mortgage securities, and real estate finance
  • Entered real estate development business and made our first real estate equity investments
  • Completed first acquisition, Commercial Alliance Corporation, and expanded corporate equipment leasing business
  • Adopted the ORIX brand, changing name to ORIX USA (1989)

1991-2000

  • Started a mortgage-backed securities business
  • Expanded into the high yield bond and leveraged loan asset classes
  • Formed ORIX Real Estate Capital (1996)
  • Expanded CMBS and servicing businesses with Bank One management joint venture

2001-2011

  • Bought Seaboard & Co. to grow corporate finance platform (2001)
  • Formed Growth Capital Group
  • Formed Leveraged Finance Group
  • Moved U.S. headquarters to Dallas in 2004
  • Acquired Houlihan Lokey and entered the advisory service business (2005)
  • Launched Alternative Investments, Mezzanine & Private Equity, Proprietary Investing, and Municipal groups
  • Formed employee driven corporate philanthropy initiative
  • Acquired RED Capital Group (2010)
  • Acquired Mariner Investment Group (2010)
  • Expanded CMBS platform and entered the municipal bond business

2012-2016

  • Launched Structured Products, Infrastructure, and Leveraged Credit-focused business teams, and closed first three CLO structures within Leveraged Credit
  • Formed ORIX Real Estate Americas
  • Took Houlihan Lokey public on NYSE (2015)
  • Launched private equity platform ORIX Capital Partners (2016)
  • Acquired Boston Financial Investment Management (2016)

2018-Present

  • Acquired Lancaster Pollard (2017) and Hunt Real Estate Capital (2019)
  • Acquired NXT Capital (2018)
  • Expanded focus on Opportunistic and Specialty Credit
  • ORIX Real Estate Capital Merges Red Capital, Lancaster Pollard and Hunt creating Lument
  • Sale of Mariner Investment Group (2020)
  • Boston Financial acquired Boston Capital’s LIHTC fund portfolio (2020)
  • Leveraged Credit team launches as Signal Peak Capital Management, within ORIX USA’s asset management platform
  • ORIX USA expands asset management platform focused on private credit, real estate and private equity
  • Joint headquarters in Dallas and New York

Our parent company – A global leader

Founded in 1964, ORIX Corporation (NYSE: IX) (Tokyo: 8591), is a diversified multinational financial group active around the world in leasing, financing, private equity investment, asset management, renewable energy investment and operations and more. We have expanded from our original leasing business in Japan to become an enterprise active in operations and investing in a diverse array of areas around the world, delivering a wide variety of products and services to corporate and individual customers, communities, and in infrastructure.

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