Fund Banking

Opportunity

Private Equity and Private Credit funds have complex and evolving banking and financing needs, with unique considerations based on investment strategy, asset class, LP demands, and fund lifecycle stage. Funds that leverage tailored financing products can enhance operational efficiency, strengthen execution capabilities, and maximize returns. Demand for fund finance solutions continues to grow as Sponsors prioritize capital efficiency and delivering a strong investor experience for their LPs.

Focus

National Sponsor coverage, serving middle market Buyout, Growth Equity, Infrastructure, Commercial Real Estate, and Private Credit funds. Fund Banking offerings include:

• Subscription / capital call lines
• Fund-guaranteed portfolio company loans
• Hybrid and NAV facilities
• Management company / GP lines
• Full suite of treasury offerings, including cash management, online banking, escrow services, and interest rate risk management