Overland Advantage Continues to Differentiate Itself in Providing Custom Financing Solutions to Middle Market Companies
Wells Fargo's (NYSE:WFC) Overland Advantage, a business development company leveraging a strategic partnership between Centerbridge Partners and Wells Fargo, has demonstrated significant growth in providing custom financing solutions. Year-to-date, Overland has financed nine new transactions worth $2.0 billion, bringing their total deal value to $4.8 billion across 16 transactions since Q2 2024.
The company has independently structured and led approximately 95% of its credit facilities. Notable transactions include financing for Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water, and various other regional businesses across different sectors.
Wells Fargo (NYSE:WFC), tramite Overland Advantage, una societ脿 di sviluppo aziendale che sfrutta una partnership strategica tra Centerbridge Partners e Wells Fargo, ha mostrato una crescita significativa nell'offerta di soluzioni di finanziamento personalizzate. Da inizio anno, Overland ha finanziato nove nuove operazioni per un valore di 2,0 miliardi di dollari, portando il valore totale delle loro operazioni a 4,8 miliardi di dollari in 16 transazioni dal secondo trimestre 2024.
L'azienda ha strutturato e guidato in modo indipendente circa il 95% delle sue linee di credito. Tra le operazioni pi霉 rilevanti si annoverano finanziamenti per Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water e diverse altre aziende regionali in vari settori.
Wells Fargo (NYSE:WFC), a trav茅s de Overland Advantage, una empresa de desarrollo comercial que aprovecha una alianza estrat茅gica entre Centerbridge Partners y Wells Fargo, ha demostrado un crecimiento significativo en la provisi贸n de soluciones de financiamiento personalizadas. En lo que va del a帽o, Overland ha financiado nueve nuevas transacciones por un valor de 2.000 millones de d贸lares, elevando su valor total de operaciones a 4.800 millones de d贸lares en 16 transacciones desde el segundo trimestre de 2024.
La compa帽铆a ha estructurado y liderado de manera independiente aproximadamente el 95% de sus l铆neas de cr茅dito. Entre las transacciones destacadas se incluyen financiamientos para Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water y varias otras empresas regionales en distintos sectores.
鞗办姢韺岅碃(狈驰厂贰:奥贵颁)鞚� Overland Advantage電� Centerbridge Partners鞕� Wells Fargo 臧勳潣 鞝勲灥鞝� 韺岉姼雱堨嫮鞚� 頇滌毄頃橂姅 牍勳雼堨姢 臧滊皽 須岇偓搿�, 毵烄钉順� 旮堨湹 靻旊（靺� 鞝滉车鞐愳劀 靸侂嫻頃� 靹膘灔鞚� 氤挫榾鞀惦媹雼�. 鞓暣 順勳灛旯岇 Overland電� 20鞏� 雼煬 攴滊鞚� 9瓯挫潣 鞁犼窚 瓯半灅毳� 旮堨湹 歆�鞗愴枅鞙茧┌, 2024雲� 2攵勱赴 鞚错泟 齑� 16瓯挫潣 瓯半灅鞐愳劀 齑� 48鞏� 雼煬鞚� 瓯半灅 臧�旃橂ゼ 旮半頄堨姷雼堧嫟.
須岇偓電� 鞎� 鞁犾毄 鞁滌劋鞚� 95%毳� 霃呾瀽鞝侅溂搿� 甑“頇旐晿瓿� 欤茧弰頄堨姷雼堧嫟. 欤检殧 瓯半灅搿滊姅 Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water 氚� 雼れ枒頃� 歆�鞐� 旮办梾霌れ澊 韽暔霅橃柎 鞛堨姷雼堧嫟.
Wells Fargo (NYSE:WFC), via Overland Advantage, une soci茅t茅 de d茅veloppement commercial exploitant un partenariat strat茅gique entre Centerbridge Partners et Wells Fargo, a d茅montr茅 une croissance significative dans la fourniture de solutions de financement sur mesure. Depuis le d茅but de l'ann茅e, Overland a financ茅 neuf nouvelles transactions d'une valeur de 2,0 milliards de dollars, portant la valeur totale de leurs op茅rations 脿 4,8 milliards de dollars r茅partis sur 16 transactions depuis le deuxi猫me trimestre 2024.
L'entreprise a structur茅 et dirig茅 de mani猫re ind茅pendante environ 95 % de ses facilit茅s de cr茅dit. Parmi les transactions notables figurent les financements pour Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water, ainsi que diverses autres entreprises r茅gionales dans diff茅rents secteurs.
Wells Fargo (NYSE:WFC)s Overland Advantage, ein Business-Development-Unternehmen, das eine strategische Partnerschaft zwischen Centerbridge Partners und Wells Fargo nutzt, hat ein signifikantes Wachstum bei der Bereitstellung ma脽geschneiderter Finanzierungsl枚sungen gezeigt. Im laufenden Jahr hat Overland neun neue Transaktionen mit einem Volumen von 2,0 Milliarden US-Dollar finanziert, wodurch sich der Gesamtwert ihrer Gesch盲fte seit dem zweiten Quartal 2024 auf 4,8 Milliarden US-Dollar bei 16 Transaktionen erh枚ht hat.
Das Unternehmen hat etwa 95 % seiner Kreditfazilit盲ten eigenst盲ndig strukturiert und geleitet. Zu den bemerkenswerten Transaktionen geh枚ren Finanzierungen f眉r Hand Family Companies, Jones Industrial Holdings, Southern Crown Partners, Sunset Distributing, USG Water und verschiedene andere regionale Unternehmen aus unterschiedlichen Branchen.
- Financed 9 new transactions worth $2.0 billion YTD 2025
- Total aggregate deal value of $4.8 billion across 16 transactions since Q2 2024
- High independence with ~95% of credit facilities self-structured and led
- Successful execution despite challenging market conditions
- None.
Insights
Overland Advantage demonstrates strong execution in middle market lending with $2B in new deals YTD, showcasing Wells Fargo's private credit strategy.
Overland Advantage is showing impressive traction in the private credit space, arranging
This strategic partnership between Centerbridge Partners and Wells Fargo represents a significant push into the rapidly growing private credit market, which has expanded as traditional banks have pulled back from certain lending activities post-financial crisis. The high percentage of Overland-led deals suggests the platform is successfully positioning itself as a lead arranger rather than just a capital provider.
The transaction details reveal a focus on essential service providers in stable industries including distribution, industrial services, and utilities infrastructure. This portfolio composition indicates a conservative credit strategy targeting businesses with recurring revenue models and hard assets, which typically perform more reliably through economic cycles.
For Wells Fargo, this partnership represents an innovative approach to maintain relevance in middle market lending while addressing regulatory constraints on bank balance sheets. By combining Wells Fargo's origination network and banking products with Centerbridge's alternative asset management expertise, they've created a competitive offering in the increasingly crowded direct lending space.
The strategic value of this partnership lies in Wells Fargo's ability to offer comprehensive financing solutions beyond what a traditional bank could provide alone, potentially strengthening client relationships and generating fee income without the capital requirements of holding these loans on their own balance sheet.
Through solutions provided by Overland and Wells Fargo, companies secured unique, flexible and cost-effective financing solutions to help advance their strategic objectives alongside supportive banking products from Wells Fargo. These transactions bring the total aggregate value of Overland and Wells Fargo deals to
"Despite a competitive environment and challenging market conditions, Overland 鈥� an innovative platform that draws on the complementary capabilities of both Centerbridge and Wells Fargo 鈥� has successfully delivered for borrowers since inception," said Gavin Baiera, CEO and Trustee of Overland Advantage and Senior Managing Director at Centerbridge. "Our progress reflects the thoughtful execution of our vision, the creative nature of our direct lending solutions, and the strength of our relationship with Wells Fargo."
"In less than one year, Overland has built a strong reputation among middle market companies seeking capital," said David Marks, Executive Vice President at Wells Fargo Commercial Banking. "Our relationship managers and clients have embraced Overland as a powerful private credit tool to support their most important transactions."
The transactions Overland and Wells Fargo have completed year-to-date in 2025 include:
- Led a term loan for Hand Family Companies, a wholesaler based in the Midwest and East South-Central regions
- Led a first lien credit facility for Jones Industrial Holdings, a provider of industrial maintenance and repair services based in the Southwest.
- Led a term loan for Southern Crown Partners, a beverage distributor in the Southeast
- Led a first lien credit facility for Sunset Distributing, a distribution platform serving the West Coast market
- Led a first lien credit facility for USG Water, a service provider focused on maintaining water infrastructure assets
- Led a first lien credit facility for an energy management provider based in the Northeast
- Led a first lien credit facility for an industrial maintenance provider based in the Midwest
About Overland Advantage
Overland provides innovative lending solutions to founder, family and sponsor-owned middle market companies in
Overland benefits from a strategic relationship between Centerbridge Partners and Wells Fargo, a leading commercial bank in the
Overland is advised by Overland Advisors, LLC, which is managed by Overland Advisors Holdings, LLC, a controlled affiliate of Centerbridge Partners, L.P.鈥� and an entity in which Wells Fargo has a significant, non-controlling minority equity investment.听
For more information about Overland, visit .听
About Wells Fargo聽
Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately
News, insights, and perspectives from Wells Fargo are also available at .
Additional information may be found at LinkedIn: https://www.linkedin.com/company/wellsfargo
Contacts
Kekst CNC
Jeremy Fielding聽/ Anntal Silver /聽Daniel Hoadley
[email protected]
View original content to download multimedia:
SOURCE Overland Advantage
FAQ
What is the total value of deals completed by Overland Advantage in 2025?
How many transactions has Overland Advantage completed since its inception?
What percentage of credit facilities does Overland Advantage independently structure?
What types of companies has Overland Advantage provided financing to?
What is Overland Advantage's relationship with Wells Fargo (WFC)?
