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Private Credit Platform

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

  • Focus on high quality U.S. middle-market companies owned by private equity firms
  • Funding new buyouts, add-on acquisitions and re-financings
  • Active investor in the secondary syndicated loan market
  • $15 - 150 million or more per transaction
 

Two Complementary Credit Strategies

Private DebtPrivate Equity Credit Opportunities

AUM1

$3.1 billion

$1.1 billion

 

Headed By

Susan Kasser

David Lyon

 

Focus

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

Opportunistic investing in secured and unsecured loans in the secondary market at discounts to their face value

 

1As of March 31, 2019

 

Broad Range of Investing Capabilities

Purpose
  • New Buyouts
  • Refinancing
  • Acquisition Capital
  • Growth Capital
Loans
  • First Lien
  • Unitranche
  • Second Lien
  • Mezzanine
Company Size
  • EBITDA of
    $25 million to $250+ million

 

Average
Investment Size
  • $25 million to $100+ 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

Susan Kasser

Co-Head of Private Credit

21 Years of experience

6 Years with firm

Biography

David Lyon

Co-Head of Private Credit

23 Years of experience

5 Years with firm

Biography

Matthew Bird

Managing Director

19 Years of experience

5 Years with firm

Biography

Will Proctor

Head of Sponsor Coverage

11 Years of experience

7 Years with firm

Biography

 

Preferred Partner to Private Equity Funds

Neuberger Berman is both a limited partner in private equity funds and a direct lender to private equity-owned companies

Deep relationships with private equity firms drive differentiated deal flow, enabling continued high asset selectivity

Additional Information

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

For informational purposes only. This material is intended solely to provide general information to parties seeking sources of private equity or hedge fund capital or seeking to sell a limited partnership interest. Nothing herein constitutes an offer to sell or a solicitation of an offer to purchase any security, or a recommendation or advice about an investment.

NB Alternatives Advisers LLC and Neuberger Berman Investment Advisers LLC are registered investment advisers. The "Neuberger Berman" name and logo are registered service marks of Neuberger Berman Group LLC.