- Quality credits trading at attractive yields
- Non-fundamental selling triggered by liquidity needs and structural constraints
Opportunistic credit investment strategy
The firm has an integrated credit and private equity underwriting process that takes advantage of our decades of industry expertise and experience. JFLCO focuses on the following segments of the credit market:
DESCRIPTION
EXAMPLES
Syndicated
Credit
- Syndicated loans
(1st and 2nd lien) - High yield bonds
- Mezzanine debt
Secondary
Direct
Lending
- Existing direct loans, often with asset collateral
- Opportunistic direct lending
- Secondary direct loans
- Asset-based loans
- Loan origination
Capital
Solutions
- Situations where sector-focused operational expertise is needed
- Capital solutions
- DIPs and exit financing
Proactive, direct sourcing
JFLCO places a strong emphasis on proactive and direct origination of credit investments through the firm’s many long-standing relationships. We utilize a fully integrated approach to create differentiated opportunities
Credit Team
PE Team
- Legal & Financial
Restructuring Advisors - Board
Relationships - Turnaround
Management Firms - Sell-Side
Trading Desks - CLOs & Direct
Lending Funds - Large AUM
Credit Funds
- Industry
Consultants - PE & Industry
Contacts - Financial Advisors/
M&A Intermediaries - Company Executives
Fundamental underwriting of each investment
We take advantage of our deep industry expertise and in many cases our direct knowledge of a specific company to complete a fundamental underwriting of each investment opportunity. This approach enables the firm’s full credit and private equity knowledge and expertise to be utilized.
Ability to partner to drive value creation
JFLCO can partner with a company when appropriate and utilize capabilities from our private equity business to help navigate challenges and ensure opportunities are being fully realized.