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Onex (TSX:ONEX) expands lending business with purchase of Falcon Investment Advisors

Oliver Gray, The Market Herald
0 Comments| December 30, 2020

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Onex (ONEX) is growing its U.S. lending business with the acquisition of private credit asset management firm Falcon Investment Advisors.

Founded in 2000 and based in Boston, Massachusetts, Falcon provides private credit financing solutions and has roughly US$3.8 billion (C$4.85 billion) of assets under management as of September 30, 2020.

With a seasoned investment team, exceptional sourcing capabilities, strong fundraising and a long-standing institutional client base, Falcon is expected to compliment Onex's Onex Credit business, bringing the company's total assets under management to US$16 billion (C$20.44 billion).

"Sandeep Alva and his leadership and investment teams are field- and cycle-tested," said Jason New, Co-CEO of Onex Credit.

"We have created a differentiated and scalable private credit platform to compete with the best in our markets," he added.

The combined platform will merge Falcon's specialised private credit investing with Onex Credit's scale, global distribution and origination capabilities.

Falcon's senior management team and employees will all join the new platform within Onex Credit, called Onex Falcon.

"Over the last 20 years, we have earned our reputation as a creative, flexible credit manager in the U.S. middle market," said Sandeep Alva, Managing Partner of Falcon Investment Advisors.

"Onex greatly enhances Falcon’s ability to develop a wider range of private credit portfolios, and thus fully leverage Falcon’s origination and deal structuring resources," he concluded.

With the acquisition complete, Onex Credit's Managing Director Blair Fleming, along with several other core members of the Onex team, will join Onex Falcon to facilitate the company's growth.

Both Sandeep and Blair will act as Co-Business Heads, reporting to Jason, and will be responsible for driving the execution and strategy of the combined team.

Onex is currently up 1.24 per cent to C$73.49 per share at 10:29am EST.



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