Raymond James Private Credit

Capital Support with Relationship Driven Approach

Through a partnership between our Investment Banking platform, Eldridge Industries, and Raymond James Bank, we provide tailored private credit solutions to middle-market, sponsor-backed companies. We are committed to supporting our clients with sophisticated advice and capital solutions, delivering value throughout the entire transaction life cycle through active industry engagement and deep sector coverage.

Together, Raymond James and Eldrige provide deep capital markets expertise, leading middle market M&A franchise (1), and investment banking industry coverage.

(1)Source: MergerMarket. Includes deals where target firm is headquartered in North America, deal value does not exceed $500 million. Ranked by number of deals, from 01/01/20 to 6/30/25.

Our Value Add

$305MM+
Capital Invested Over LTM Period

Deep Sector & M&A Expertise

Relationship-Oriented Approach

Seamless Financing
Process

Speed & Certainty
of Close

Ability to Lead
Transactions

Flexible & Complete
Financing Solutions

Use Cases

Use cases: leveraged buyouts, acquisition financings, shareholder liquidity events, M&A and add-ons, and refinancing

Financing Capabilities

  • Unitranche loans
  • Revolving credit facilities
  • Stretch senior loans
  • Delayed draw facilities
  • First-lien term loans

Investment Criteria

U.S.-Based
Borrowers

Sponsor
Backed Companies

Defensible Market Position with Established Value Proposition

Stable & Attractive
Cash Flow Dynamics

Experienced
Management Teams

Strong Equity
Sponsorship

Target EBITDA:
$10M-$50M+

Investment Size:
$50M-$250M+

Industries of Focus

  • Consumer & Retail
  • Healthcare
  • Diversified Industrials
  • Technology & Services
  • Financial Services

Recent Transactions

Unitranche facility supporting sponsor acquisition of water infrastructure business, lead agent & sole lender

Unitranche facility supporting Goldman Sachs Alternatives acquiring Atlas SSI, lead agent & sole lender

Senior secured term loan supporting Sponsor-owned EdTech Software business, joint lead arranger

Transactions completed between December 2024 and September 2025.

Senior team

Omer Masud Headshot
Omer Masud

Head of Sponsor Finance Origination

New York

+1.212.885.1810
 
Omer MasudView Bio
Katie Donovan Headshot
Katie Donovan

Vice President

New York

+1.212.885.1803
 
Katie DonovanView Bio

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J.D. Power 2025 U.S. Investor Satisfaction Study, which measures overall investor satisfaction with investment firms, was released 3/20/25, based on investors surveyed 1/24-12/24, who may be working with a financial advisor. Based on 7,876 responses from Advised Investors, 1 company out of 24 was chosen as the winner. The award is not representative of any one client’s experience, is not an endorsement, and is not indicative of an advisor’s future performance. The study is independently conducted, and the participating firms do not pay to participate. Use of study results in promotional materials is subject to a license fee. J.D. Power is not affiliated with Raymond James. For J.D. Power 2025 award information, visit jdpower.com/awards.

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