2020年4月24日

歐力士集團美國水手,水手投資集團同意收購的管理4/23/20紐約&達拉斯——(業務線)——歐力士公司美國和水手投資集團今天宣布他們已經達成協議,將向Curtis Arledge出售水手,水手董事長兼首席執行官,水手創始人威廉•Michaelcheck夥伴兼聯席首席投資官和其他公司的高級成員。美國事務與歐力士的目標,鞏固公司的投資資本和資產管理策略在美國,重點是另類資產,包括私人信貸,房地產和私人股本。作為一個獨立的公司,水手將繼續為投資者提供固定收益相對價值在公共和私人市場和信貸策略。作為交易的一部分,歐力士美國將保留水手的杠杆貸款業務,最初在美國歐力士和共同發起大衛馬丁和埃裏克Gunnerson。截至2020年3月31日,團隊管理著大約46億美元的資產主要是在廣泛的銀團貸款和結構性信貸投資在8個債務抵押貸款(clo)和多個單獨托管賬戶。歐力士美國已經取得重大投資杠杆信貸業務,這筆交易將使公司繼續在廣泛利用機會銀團貸款和秘密地。水手將繼續管理其所有的其他投資策略。關閉後,水手業務將員工持股100%和水手的名字下繼續運行。“這筆交易將使我們能夠進一步磨練資產管理解決方案,我們提供我們的客戶,”特裏Suzuki說,首席執行官和總裁歐力士的美國。“我們感謝一切,柯蒂斯,比爾和整個水手團隊所做的在過去的十年美國與歐力士在他們的夥伴關係,我們希望他們在未來的努力。 We are also pleased to have Mariner’s leveraged credit business at ORIX USA, where we know it will build on its years of success in the CLO market.” “We are excited to begin our journey as an independent company and to build on the continued success of our investment strategies,” said Arledge. “This opportunity positions us well to capitalize on the evolving investment landscape for our clients. We have enjoyed being part of the ORIX USA family and are confident they will continue to thrive.” ORIX USA will use an existing affiliated registered investment adviser to house the Leveraged Credit business, as well as other potential asset management strategies in the future. In addition, Arledge has stepped down from his role as the head of ORIX USA’s asset management business. Art Mbanefo, Senior Managing Director, Chief Investment Officer and Head of Principal Business of ORIX USA, has assumed that role and is responsible for leading the investment and asset allocation strategy across the company’s finance, merchant banking and asset management activities. About ORIX Corporation USA Since 1981, ORIX USA has provided innovative capital solutions that clients need to propel their business to the next level. ORIX USA and its subsidiaries — Boston Financial Investment Management, Hunt Real Estate Capital, ORIX Real Estate Capital (the combined company of RED Capital Group and Lancaster Pollard), NXT Capital, RB Capital and ORIX Capital Partners—include a team of approximately 1,200 employees spanning more than 35 offices across the U.S. and Brazil. ORIX USA and its family of companies have approximately $70 billion of assets under management, administration and servicing (including $10 billion held by the Company and its subsidiaries), as of December 31, 2019. Its parent company, ORIX Corporation , is a publicly owned international financial services company with operations in 37 countries and regions worldwide. ORIX Corporation is listed on the Tokyo Stock Exchange (8591) and New York Stock Exchange (IX). For more information, visit orix.com . About Mariner Investment Group, LLC Mariner Investment Group, LLC is a longstanding investment adviser with significant experience in providing clients with a broad array of unique trading and investment strategies with a particular focus on fixed income relative value offerings. Founded in 1992, Mariner and its associated advisers have offices located in New York, London, Tokyo, Philadelphia, Harrison (NY), Rowayton (CT) and Summit (NJ). For more information, visit www.marinerinvestment.com .