Our Firm

A broad, integrated private markets platform with a middle market focus

Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today. With a specialization in private credit, real estate, and private equity solutions for middle-market focused borrowers and investors, we combine our robust balance sheet with funds from third-party investors, providing a strong alignment of interest.

Through our broad, integrated asset management platform, we offer access to our alternative investments for global public and private pension plans, insurance companies, endowments and foundations, family offices and other institutional investors, through single investor and multi-investor vehicles, loan funds, separately managed accounts (SMAs), Collateralized Loan Obligations (CLOs), levered and unlevered strategies as well as bespoke solutions.

We combine investment experience and expertise, financial stability, and a long-term perspective with deep insights into a broad range of sectors and industries.

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The breadth of our integrated platform is unique in the middle market.

Private Credit

Direct Lending

NXT Capital

Middle market secured, sponsor focused lending & financing

Growth Capital

Private credit to late-stage growth companies

Infrastructure and Public Finance

High yield infrastructure connected to U.S. public finance

Securitized Credit

Structured Credit

U.S. commercial and residential mortgage-backed assets

Asset-Based Finance

Bespoke private loans backed by equipment, esoteric assets, and core-plus infrastructure

GP Solutions

Private equity fund and management company capital solutions

Broadly Syndicated Loans

Signal Peak Capital Management

Broadly syndicated senior secured loans and CLOs

Real Estate

Boston Financial

Equity capital for tax-advantaged investments in low-income housing tax credits (LIHTC)

Lument

Capital solutions for investors in multifamily, affordable and seniors housing, and healthcare real estate

Real Estate Capital

Balance sheet financing solutions

Private Equity

ORIX Capital Partners

Control private equity investments

Expertise, alignment, focus

ORIX Corporation USA Group

$85B* assets

$26.3B third-party assets under management

~$10.0B balance sheet

$49.1B servicing and administering assets

~1300 employees

30+ offices

*As of June 2024. Third party assets under management include all ORIX USA Group subsidiaries and business units; figures may not total due to rounding.

Over 40 years in the U.S.

1981-1990

ORIX Group establishes U.S. business (1981)
ORIX Group establishes US subsidiary, Orient Leasing Containers (1981)
Expanded beyond leasing to corporate finance, mortgage securities, and real estate finance
Entered real estate development business and made our first real estate equity investments
Completed first acquisition, Commercial Alliance Corporation, and expanded corporate equipment leasing business
Adopted the ORIX brand, changing name to ORIX USA (1989)

1991-2000

Started a mortgage-backed securities business
Expanded into the high yield bond and leveraged loan asset classes
Formed ORIX Real Estate Capital (1996)
Expanded CMBS and servicing businesses with Bank One management joint venture

2001-2011

Bought Seaboard & Co. to grow corporate finance platform (2001)
Formed Growth Capital Group
Formed Leveraged Finance Group
Moved U.S. headquarters to Dallas in 2004
Acquired Houlihan Lokey and entered the advisory service business (2005)
Launched Alternative Investments, Mezzanine & Private Equity, Proprietary Investing, and Municipal groups
Formed employee driven corporate philanthropy initiative
Acquired RED Capital Group (2010)
Acquired Mariner Investment Group (2010)
Expanded CMBS platform and entered the municipal bond business

2012-2016

Launched Structured Products, Infrastructure, and Leveraged Credit-focused business teams, and closed first three CLO structures within Leveraged Credit
Formed ORIX Real Estate Americas
Took Houlihan Lokey public on NYSE (2015)
Launched private equity platform ORIX Capital Partners (2016)
Acquired Boston Financial Investment Management (2016)

2017-Present

Acquired Lancaster Pollard (2017) and Hunt Real Estate Capital (2019)
Acquired NXT Capital (2018)
Expanded focus on Opportunistic and Specialty Credit
ORIX Real Estate Capital Merges Red Capital, Lancaster Pollard and Hunt creating Lument
Sale of Mariner Investment Group (2020)
Boston Financial acquired Boston Capital’s LIHTC fund portfolio (2020)
Leveraged Credit team launches as Signal Peak Capital Management, within ORIX USA’s asset management platform
ORIX USA expands asset management platform focused on private credit, real estate and private equity
Joint headquarters in Dallas and New York

Founded in 1964, ORIX Corporation (NYSE: IX) (Tokyo: 8591), is a diversified multinational financial group active around the world in leasing, financing, private equity investment, asset management, renewable energy investment and operations and more. We have expanded from our original leasing business in Japan to become an enterprise active in operations and investing in a diverse array of areas around the world, delivering a wide variety of products and services to corporate and individual customers, communities, and in infrastructure.

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