Our Credit Strategy
JFLCO's credit investment strategy is designed to leverage the firm's sector and operational expertise to identify asset-backed opportunities and credit positions in high-quality companies that are experiencing transient operational and/or market challenges or have unique financing needs
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 across the public and private credit markets:
Description
- Quality credits trading at attractive yields purchased at a discount to par in the secondary market
- Non-fundamental selling triggered by liquidity needs and structural constraints
Examples
- Syndicated loans (1st and 2nd lien)
- High yield bonds
- Mezzanine debt
Description
- Existing direct loans purchased at a discount to par in the secondary market often with hard asset collateral
Examples
- Secondary direct loans
- Asset-based transactions
Description
- Situations where sector-focused
operational and restructuring expertise
is needed
Examples
- Opportunistic direct lending
- DIPs and exit financing
- Restructurings
Proactive, Direct Sourcing
JFLCO places a strong emphasis on proactive and direct origination of credit investments through the firm's many long-standing relationships and by providing capital solutions to non-fundamental sellers in need of liquidity.
M&A Intermediaries
Executives
Contacts
Consultants
Restructuring Advisors
Credit Funds
Lending Funds
Trading Desks
Relationships
Management Firms
PE TEAM
CREDIT TEAM
PE TEAM
M&A Intermediaries
Executives
Contacts
Consultants
CREDIT TEAM
Restructuring Advisors
Credit Funds
Lending Funds
Trading Desks
Relationships
Management Firms
Extensive PE Style Fundamental Underwriting Applied to Credit
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.