Our Structured Capital & Insurance Solutions Team helps clients unlock value and access capital by combining market-leading experience in private credit, fund formation, securitizations, and insurance capital structuring and regulatory compliance.
Central areas of our practice include advising on: rated note funds (including rated note feeders, parallel investing structures, standalone issuers, financing companies and rated structures for non-bank lending), collateralized loan obligations (CLOs), captive CLO equity funds and manager-originator structures for European risk retention compliance and collateralized fund obligations (CFOs), a fast-growing tool that allows fund sponsors and investors to finance equity interests in private funds and other assets in a flexible, rated format.
Rated note funds and CFOs provide an attractive alternative to portfolio secondary sales, offering long-term, cost-efficient financing while diversifying access to a broad range of investors—from insurance companies to sovereign wealth funds. These structures can be customized to support exposures across private equity, credit, infrastructure, real estate and other asset classes, and deliver meaningful capital efficiency benefits for regulated investors. By leveraging our deep technical knowledge and deal experience, we help clients design structured capital solutions that meet their financing goals, attract the right investor base, and withstand market and regulatory scrutiny.
For more information, contact partners Lindsay Trapp, Kate Luarasi or Jared Axelrod.
