Owl Rock
Owl Rock is a direct lending platform with over $71.6 billion of assets under management and comprised of a team of seasoned investment professionals with significant and diverse experience from some of the world’s leading investment firms and financial institutions.
Owl Rock seeks to provide its investors with attractive risk-adjusted returns by originating, executing, and managing investments, including senior secured, subordinated, or mezzanine loans and equity-related instruments. The team works with borrowers across industries and sectors with a focus on serving as the capital partner of choice for leading private companies. Owl Rock’s relationship-oriented approach to investing provides companies with sizeable commitments to facilitate transactions and support their growth needs with certainty, speed, and transparency throughout the entire investment process.
By the Numbers
$0B
assets under management
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Investment Professionals
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Deals closed
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Sponsor Relationships
Approach & Capabilities
Investment Approach
Our investment strategy focuses primarily on originating and making loans to, as well as making debt and equity investments in, U.S. middle-market companies.
A Differentiated Experience
We will invest in senior secured or unsecured loans, subordinated loans or mezzanine loans and, to a lesser extent, equity-related securities and warrants, prioritizing downside protection.
Industry Expertise
We are long-term investors with the ability to provide sizeable commitments to facilitate transactions and support the needs of our borrowers across industries. We have the ability to lead or anchor debt financings of up to $1 billion.
Investment Process
Deal Approval
Review of business growth, deal terms and all credit agreements
Ongoing Monitoring
Proactive review process and regular contact with portfolio company management teams
Deal sourcing
An independent origination process with extensive network of industry contacts and portfolio company relationships
Deal Origination
Exhaustive review of financial information while working closely with private equity sponsors
Structuring & diligence
Thorough review process focused on identifying and mitigating risk, including onsite visits and company management meetings
Investment Committee Review
Analysis of downside protection and preservation of capital with focus on asset coverage and collateral
Investment Strategies
Complementary verticals that leverage existing origination and underwriting functions with a primary focus on private equity-sponsored deals and other corporate solutions
Diversified Lending
- Senior secured, floating rate
- First lien, second lien, unitranche
First Lien Lending
- Senior secured, floating rate
- Traditional first lien only
Technology Lending
- Late-stage venture capital sponsored
- Debt and equity investments
- U.S. technology companies
Opportunistic Lending
- Performing U.S. companies, typically venture capital or sponsor backed
- Flexible private capital solutions with debt and/or equity
- Addressing challenging and unique situations
