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
2015
2016
2017
2018
2019
2020
2020
Acted as Left Lead Arranger and Sole Bookrunner on a $400 million incremental facility for continued support of the Company’s robust growth pipeline.
Pro forma for the incremental facilities the total deal size exceeded $2 billion, making it the largest USD-denominated unitranche at the time.
2021
2021
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2022
2022
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