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Private Credit Platform

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Institutional Strategy > Fixed Income | Private Markets > Private Credit Platform

Private Credit Platform

Neuberger Berman is an experienced private credit investor with deep company and sponsor knowledge

  • Primary origination of senior secured loans to growing and profitable private equity-owned companies
  • Opportunistic purchases in the secondary syndicated loan market
  • Strategic primary capital in private equity-owned companies to facilitate value creation
  • $25 - 250 million or more per investment

Overview

Private Credit Platform at Neuberger Berman

  • Neuberger Berman is an experienced direct private credit investor offering a range of debt solutions
  • Focus on high quality U.S. middle-market companies owned by private equity firms

Two Complementary Credit Strategies

Private Debt Private Equity Credit Opportunities

AUM1

$5.5 billion

$1.3 billion

Headed By

Susan Kasser

David Lyon

Focus

Primary origination of senior secured loans, focused on first lien and unitranche loans

  • Strategic, opportunistic primary capital to facilitate growth and recovery in existing private equity-owned companies
  • Opportunistic purchases of loans and bonds in the secondary market at discounts to their face value

1March 31, 2021

 

Broad Range of Investing Capabilities

Purpose
  • Buyouts
  • Refinancing
  • Acquisition
  • Growth

Loans
  • First lien
  • Unitranche
  • Second lien
  • Structured debt and equity

Company Size
  • EBITDA of
    $25 million to $250+ million

 

Average Investment Size
  • $25 million to $250 million

 

Type
  • Primary Issuances
  • Secondary Purchases

 

 

Dedicated Private Credit Team with Extensive Resources

  • Large and experienced team of professionals with extensive direct credit experience
  • Extensive underwriting and due diligence capabilities with the ability to conduct diligence independently and commit quickly
  • Ability to leverage proprietary research team for insights on sectors and capital markets

Management

Susan Kasser, CFA
Co-Head of Private Credit
23 Years of Industry Experience
8 Years with Neuberger Berman
David Lyon
Co-Head of Private Credit
25 Years of Industry Experience
7 Years with Neuberger Berman
Matthew Bird
Managing Director
21 Years of Industry Experience
7 Years with Neuberger Berman
Will Proctor
Head of Sponsor Coverage
13 Years of Industry Experience
9 Years with Neuberger Berman
 

Preferred Partner to Private Equity Funds

  • Neuberger Berman is a limited partner in private equity funds, a direct lender to private equity-owned companies, and an investor in GP stakes of private equity funds
  • Deep relationships with private equity firms drive differentiated deal flow, enabling continued high asset selectivity

 

NB Private Credit Platform 

 

Additional Information

For more information regarding our capabilities or to discuss a potential investment opportunity, please contact us at nbalternatives@nb.com.