We provide loan agency services to facilitate the administration of direct lending and syndicated loan transactions.
The continued withdrawal of banks from mid-market corporate financing has left a huge gap that direct lending seeks to fill.
While funds make direct lending deals for the benefit of their investors, overseeing and administering those deals is a complex and resource-intensive operation.
That’s where Ocorian comes in. We provide standalone roles or a full loan agency service including facility (administrative) agent and security trustee (collateral agent) services to private debt funds, asset managers and lenders.
Our team of banking and finance professionals have experience working through complex debt scenarios and credit cycles.
We harness our expertise and utilise market leading loan software platform to manage the administration of even the most complex of direct lending portfolios, leaving you free to focus on the work that matters most to you.
Ocorian OPTICs is an interactive, data analytics reporting and dashboard tool that provides near real-time access to the performance of your loan portfolio.
It gives full, near-time oversight of the users’ transactions and individual commitments, assets, loan and debt types in a user-friendly form.
Our in-house legal and sector specific expertise allows us to efficiently navigate contentious and non-contentious situations in conjunction with our network of trusted industry professionals.
Our team has extensive experience of dealing with complex / distressed situations, security enforcements and restructurings across multiple jurisdictions.
As we are not the lender or creditor, you can rely on us for our focus, independence and responsive actions.
Our trustee team provide efficient KYC services for fast onboarding of deals, act as an integral part of the deal team and are highly responsive to the needs of the creditors and transaction.
As security trustee, we will:
We will act as the primary point of contact between the borrower and lenders, and managing all communication and cashflows between all relevant parties.
This includes:
As bond trustee, we will provide a suitably qualified individual or a team to solely represent the investors, noteholders and creditors in a structure.
We will consult with them, as required, and exercise their view in any issues or disputes and ensure the issuer complies with its obligations under the indenture.
As paying agent, we will:
We will act as a liaison between the issuer and the stock exchange.
We can act as listing agent for securities on the Bermuda and Cayman Islands stock exchanges.
We will act as an independent escrow agent to hold your assets securely in escrow and distribute them according to your instructions or the terms of your transaction agreement.
Contact us and a member of our team will be in touch.
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The pivotal role of a facility agent in syndicated lending
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