#United States #New York #Wells Fargo #Overland Advantage #Centerbridge Partners

Overland Advantage: A Game Changer in Financing Solutions

As traditional banks grow cautious, middle market companies often find themselves in a financing conundrum. Enter Overland Advantage, a business development company (BDC) that is reshaping the lending landscape through its innovative approach. With a strategic collaboration with Centerbridge Partners and Wells Fargo, Overland Advantage is blazing new trails in providing tailored financing solutions.

A Unique Lending Model

In 2025, Overland Advantage has already financed nine new transactions, amassing capital totaling $2.0 billion. This growth is largely attributed to Overland's flexible and client-centric approach, which allows them to structure loans that meet the specific needs of businesses.

According to Gavin Baiera, CEO of Overland Advantage, the company's innovative model “draws on the complementary capabilities of both Centerbridge and Wells Fargo,” helping them deliver value even amid challenging market conditions. Overland Advantage has garnered a reputation in less than a year for being a powerful tool for companies looking to navigate their crucial financing requirements.

Strong Relationships Yield Significant Results

What sets Overland apart is not just its ability to secure funding, but its knack for fostering significant relationships. By cooperating closely with Wells Fargo, they can offer seamless access to varied financial services, including investment banking and treasury management. This relationship ensures that Overland can provide comprehensive solutions that enhance the capital experience for middle market companies, many of which are often underserved by traditional financial institutions.

The collaboration has led to total deals accounting for $4.8 billion since Overland began its investment journey in Q2 of 2024. Impressively, Overland has structured approximately 95% of the credit facilities it has invested in independently, showcasing its expertise and commitment to controlling the lending process.

Noteworthy Transactions This Year

In 2025, Overland’s notable transactions have included financing for a variety of companies across sectors. These include:

• - A term loan for Hand Family Companies, a wholesaler operating in the Midwest and East South-Central regions.
• - A first lien credit facility for Jones Industrial Holdings, serving industrial maintenance and repair needs in the Southwest.
• - A term loan for Southern Crown Partners, a beverage distributor in the Southeast.
• - A first lien credit facility for Sunset Distributing, focusing on the West Coast distribution market.
• - A first lien credit facility for USG Water, dedicated to maintaining water infrastructure assets.
• - A credit facility for an energy management provider based in the Northeast.
• - Another first lien credit facility for an industrial maintenance provider based in the Midwest.

These transactions reflect the diverse sectors Overland is serving, underscoring its versatility and commitment to addressing varied funding needs in the market.

Conclusion

In a landscape where middle market companies often find it challenging to secure capital, Overland Advantage is redefining the norms of financing. By leveraging strategic partnerships and crafting innovative solutions, it is empowering businesses to pursue their strategic objectives.

Overland Advantage is not just providing financing; it’s shaping the future of lending for mid-sized enterprises in North America. As the company continues to grow and adapt, it remains focused on its mission to deliver bespoke financial solutions that cater to the diverse needs of its clients.