Buy and Hold Lending

case study

Win-Win Partnership

We established our relationship with Risk Strategies (“Company”), a portfolio company of Kelso & Company (“Kelso”) in 2015, and since then, have continued to grow with capital through multiple owners and 11 additional transactions. A deal that began as Golub Capital being a small club lender on the right eventually lead us to becoming the leading agent on one of the largest unitranche loans.


Risk Strategies is a leading national insurance broker that offers sophisticated risk management advice as well as insurance and reinsurance placement for property and casualty, healthcare and employee benefits risks.


We maintain a longstanding relationship with Kelso and have been a reliable partner to six portfolio names since 2005.

Golub Capital is the Administrative Agent and Left Lead Arranger on a $3.8 billion Unitranche Facility for Risk Strategies, a portfolio company of Kelso & Company.

Transaction History

credit facilities in $ millions

Related Case Studies

Recurring Revenue Loans



Deal Size

Up to $500MM

Capital Markets Solutions



Syndication Size

Up to $2B