Profile Report
Trimaran Advisors, LLC
Tue 28 Feb, 2023 - 1:51 PM ET
Trimaran Advisors, LLC and its affiliates (Trimaran) is a U.S. alternative asset management platform with experience managing 1.0 and 2.0 CLOs. Trimaran is an affiliate of LibreMax Capital, LLC an asset management firm specializing in structured products.
- S&P Dow Jones Indices
- S&P Global Market Intelligence
- S&P Global Mobility
- S&P Global Commodity Insights
- S&P Global Ratings
- S&P Global Sustainable1
- Investor Relations Overview
- Investor Presentations
- Investor Fact Book
- News Releases
- Quarterly Earnings
- SEC Filings & Reports
- Executive Committee
- Corporate Governance
- Merger Information
- Stock & Dividends
- Shareholder Services
- Contact Investor Relations
- Email Subscription Center
- Media Center
LibreMax Capital to acquire Trimaran Advisors and $3B of CLOs
Fed rally & default fears bring bifurcation back to leveraged loans
Industry-Specific Losses Stand Out In Leveraged Loan Market As COVID-19, Oil Fears Globalize
Loan Downgrades Are the Biggest Concern for the European CLO Market
Europe’s Leveraged Loan Issuers Draw on Revolving Credits to Preserve Liquidity
- 12 Nov, 2018 | 19:55
- Theme Capital Markets Leveraged Finance & High Yield
- Segment Corporations Investment Banking Investment Management Private Equity
- Tags Leveraged Commentary and Data
LibreMax Capital LLC has announced that it has entered into an agreement to acquire Trimaran Advisors from KCAP Financial.
Trimaran currently manages six CLOs totaling about $3 billion in assets.
Following the transaction, Dominick Mazzitelli , Chief Investment Officer and head of the firm’s CLO platform, will continue to lead that business alongside the existing management team.
LibreMax Capital is a New York–based asset manager with around $2.9 billion that specializes in structured credit. LibreMax’s CIO is Greg Lippmann , who was previously the global head of Asset Backed Securities Trading at Deutsche Bank.
Closing is expected around year-end with Schulte Roth & Zabel LLP serving as legal counsel for LibreMax. — Andrew Park
Try LCD for Free! News, analysis, data
Follow LCD on Twitter.
LCD comps is an offering of S&P Global Market Intelligence . LCD’s subscription site offers complete news, analysis and data covering the global leveraged loan and high yield bond markets. You can learn more about LCD here .
- Capital Markets Leveraged Finance & High Yield
- Corporations Investment Banking Investment Management Private Equity
- Leveraged Commentary and Data
Search Investor Relations
Press release, kohlberg capital corporation announces acquisition of trimaran advisors, l.l.c..
NEW YORK , Feb. 29, 2012 (GLOBE NEWSWIRE) -- Kohlberg Capital Corporation (Nasdaq:KCAP) (" Kohlberg Capital ") has completed the acquisition of Trimaran Advisors, L.L.C. (" Trimaran Advisors "), along with equity interests in certain collateralized loan obligation ("CLO") funds managed by Trimaran Advisors . The purchase price consisted of approximately $25 million in cash and 3,600,000 shares of Kohlberg Capital common stock.
Trimaran Advisors , founded in 1998, is a credit-based alternative asset manager that currently manages four CLO funds with aggregate assets under management of approximately $1.5 billion . Trimaran Advisors focuses primarily on below investment grade corporate debt, using primary credit research to identify attractive investment opportunities and monitor the credits in the investment portfolios.
Dayl Pearson , President and Chief Executive Officer of Kohlberg Capital .
Michael Wirth , Chief Financial Officer.
Dominick Mazzitelli , the Portfolio Manager of the Trimaran Advisors CLO funds, will continue in that role, and will be assisted by additional Trimaran Advisors investment professionals expanding and enhancing the current KDA team.
About Kohlberg Capital Corporation :
Kohlberg Capital Corporation is a publicly traded, internally managed business development company. Our middle market investment business originates, structures, finances and manages a portfolio of term loans, mezzanine investments and selected equity securities in middle market companies. Our wholly-owned portfolio companies, Katonah Debt Advisors and Trimaran Advisors , manage CLO funds that invest in broadly syndicated corporate term loans, high-yield bonds and other credit instruments.
Kohlberg Capital Corporation's filings with the Securities and Exchange Commission , earnings releases, press releases and other financial, operational and governance information are available on the Company's website at www.kohlbergcapital.com .
The Kohlberg Capital logo is available at http://www.globenewswire.com/newsroom/prs/?pkgid=3121
Safe Harbor Statement under the Private Securities Litigation reform Act of 1995:
This press release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended, and Section 21E of the Securities Exchange Act of 1934, as amended. The matters discussed in this press release, as well as in future oral and written statements by management of Kohlberg Capital Corporation , that are forward-looking statements are based on current management expectations that involve substantial risks and uncertainties which could cause actual results to differ materially from the results expressed in, or implied by, these forward-looking statements. Forward-looking statements relate to future events or our future financial performance. We generally identify forward-looking statements by terminology such as "may," "will," "should," "expects," "plans," "anticipates," "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential" or "continue" or the negative of these terms or other similar words. Important assumptions include our ability to originate new investments and achieve certain margins and levels of profitability, the availability of additional capital, the ability to maintain certain debt to asset ratios and the ability to successfully integrate Trimaran Advisors , realize the anticipated synergies and retain the employees of Trimaran Advisors . In light of these and other uncertainties, the inclusion of a projection or forward-looking statement in this press release should not be regarded as a representation by us that our plans or objectives will be achieved. Further information about factors that could affect our financial and other results is included in our filings with the Securities and Exchange Commission . We do not undertake to publicly update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required to be reported under the rules and regulations of the Securities and Exchange Commission .
News Provided by Acquire Media
We've detected unusual activity from your computer network
To continue, please click the box below to let us know you're not a robot.
Why did this happen?
Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy .
For inquiries related to this message please contact our support team and provide the reference ID below.
Trimaran Advisors LLC
Assets, funds, holdings.
| Type | Result | AUM ($BB) |
|---|
| Trimaran Advisors LLC | |
|---|---|
| 158256 | |
| 801-73637 | |
| 12 (67% Investors, 0% Brokers) | |
| 212-455-8300 | |
| 295 Madison Avenue New York, NY 10017 | |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| SA | 2013-04-02 | 247.6 | ||
| SA | 2012-02-14 | 0.0 | ||
| SA | 2012-02-14 | 0.0 | ||
| SA | 2012-02-14 | 0.0 | ||
| SA | 2012-02-14 | 0.0 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 7 | 2.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 2.7 |
| By Discretionary | ||
| Discretionary | 7 | 2.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 2.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.7 | |
| United States Persons | 0.0 | |
| Total | 7 | 2.7 |
IMAGES
VIDEO
COMMENTS
At Trimaran Advisors, we apply our cumulative financial wisdom, attention to detail, and professional service to tailor strategies for the essential financial matters in your life.
At Trimaran Advisors, we are truly united in our commitment to collaborate on all aspects of our clients' financial matters. Matthew Shafer, CIMA®, CEPA®. Managing Director Private Wealth Advisor. Mark Barber. Vice President, Wealth Management. Jeffrey Winkler. PRIVATE WEALTH ADVISOR VICE PRESIDENT, WEALTH MANAGEMENT. Joseph.
LibreMax Capital Acquires Trimaran Advisors LibreMax Capital, LLC ("LibreMax"), an asset management firm specializing in structured credit, today announced that an affiliate has entered into a definitive agreement to acquire Trimaran Advisors.
At Trimaran Advisors, we take the lead on your behalf to help ensure your wealth is managed exceptionally well - a total coordination of all your essential financial matters and investment needs.
Trimaran Advisors, LLC (New York) Trimaran Advisors, LLC is a large advisory firm based in New York. It manages $2.75 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of New York.
Information on acquisition, funding, investors, and executives for Trimaran Advisors. Use the PitchBook Platform to explore the full profile.
•Trimaran was founded in 1998 as Caravelle Advisors, LLC and changed its name to Trimaran Advisors, LLC in 2001. •LibreMax provides Trimaran with management oversight, capital markets, marketing and infrastructure support. •Trimaran's new CLO issuance is supported by CAVU Investment Partners, a dedicated equity sponsorship vehicle.
Trimaran Advisors, LLC and its affiliates (Trimaran) is a U.S. alternative asset management platform with experience managing 1.0 and 2.0 CLOs. Trimaran is an affiliate of LibreMax Capital, LLC an asset management firm specializing in structured products.
Trimaran currently manages six CLOs with approximately $3 billion of assets under management. Following the close of the transaction, Trimaran's Chief Investment Officer and head of its CLO ...
LibreMax Capital LLC has announced that it has entered into an agreement to acquire Trimaran Advisors from KCAP Financial. Trimaran currently manages six CLOs totaling about $3 billion in assets. Following the transaction, Dominick Mazzitelli, Chief Investment Officer and head of the firm's CLO platform, will continue to lead that business alongside the existing management team.
Matt leads a team of financial advisors and service associates based in Boca Raton, Florida, with regional representation in the Northeast and Midwest. He joined Raymond James in September 2018 as the lead advisor of Trimaran Advisors (formerly the Shafer Barber Winkler Group) of Raymond James.
Trimaran Advisors, founded in 1998, is a credit-based alternative asset manager that currently manages four CLO funds with aggregate assets under management of approximately $1.5 billion. Trimaran Advisors focuses primarily on below investment grade corporate debt, using primary credit research to identify attractive investment opportunities and monitor the credits in the investment portfolios.
Company profile page for Trimaran Advisors LLC including stock price, company news, executives, board members, and contact information
As a senior member of Trimaran Advisors, formerly the Shafer Barber Winkler Group of Raymond James, Mark works closely with a select group of private clients to assist with their financial planning, asset management, liability management, risk management, insurance and college planning needs. Mark also oversees the team's Corporate Retirement Plan business, which includes 401 (k) and Defined ...
Track the AUM, funds, and holdings for Trimaran Advisors LLC over time. View the latest funds and 13F holdings. Compare against similar firms.
He is Vice President, Wealth Management of Trimaran Advisors of Raymond James, formerly the Shafer Barber Winkler Group of Raymond James. Previously, he worked at Morgan Stanley. As team leader in the Midwest, based out of Grosse Pointe, Michigan. Jeff is responsible for business development and client management for the region.
Trimaran Advisors is an asset management firm. The firm focuses on below investment grade corporate debt, using primary credit research to identify investment opportunities and monitor the credits in the investment portfolios.
Joe believes effective communication is of utmost importance in any successful client relationship. As an investment portfolio associate and financial advisor, he is devoted to creating flexible and comprehensive financial plans tailored to each client's goals, wants and needs.