#USA #New York #Wells Fargo #Overland Advantage #Centerbridge Partners

Overland Advantage Achieves $4 Billion in Financing

In a remarkable demonstration of its prowess in the middle market, Overland Advantage has successfully arranged financing of approximately $4 billion through 18 transactions in 2025. This accomplishment reflects not only the firm’s strategic initiatives but also its collaborative synergy with partners like Wells Fargo and Centerbridge Partners.

Since its inception in May 2024, Overland Advantage has emerged as a leading provider of customized credit solutions, primarily focusing on family, founder, and sponsor-owned businesses. The company has structured and led nearly 96% of the credit facilities in which it has invested, setting a high bar in capital responsiveness and efficiency. This successful trajectory showcases Overland’s commitment to delivering tailor-made financial solutions to a historically underserved sector.

Overland’s unique approach to middle market lending is evident in its financing structure, which provides flexible, competitive solutions. With a strong reliance on Wells Fargo’s extensive sourcing capabilities, Overland combines innovative private credit underwriting from Centerbridge to ensure it meets the specific needs of its clients. In fact, about 70% of the funds allocated are directed towards founder or family-owned entities, an area that represents a significant market opportunity often deemed challenging to penetrate.

According to Gavin Baiera, CEO of Overland Advantage and Senior Managing Director at Centerbridge, “Our financing solutions have yielded exceptional results for borrowers. The strategic combination of our resources has allowed us to execute our vision effectively while fostering strong collaboration with Wells Fargo.” Under this partnership, Overland Advantage has gained access to superior treasury management and investment banking services, enhancing the value it provides to its clients.

Overland’s recent transactions illustrate its diverse approach to risk and opportunity, including a first lien credit facility for enterprises such as:

• - Tempo, a project management software firm
• - Technique, specializing in low-volume metal fabrications
• - Atlantic Squared Supply, a distributor of roofing materials
• - Columbus Distributing, facilitating distribution throughout the Midwest region
• - Stark Tech, providing advanced building technology solutions
• - Exclusive Resorts, a luxury membership club focused on exclusive experiences
• - Envision Radiology, a prominent diagnostic imaging service provider.

These transactions highlight Overland's commitment to fostering growth in companies that demonstrate potential for stability and success, facilitated by experienced management teams and robust product offerings.

The impact of these financial services is seen widely across the market, demonstrating Overland’s potential to redefine capital access for family-owned businesses. By establishing a strong foothold in the middle market, Overland Advantage not only benefits from existing relationships but also actively cultivates new client connections, which further enhances its competitive edge.

In conclusion, Overland Advantage's approach to direct lending embodies a distinct paradigm shift, focusing on delivering effective solutions for businesses that are often overlooked in traditional financial markets. With its ongoing success, Overland continues to rise as a vital force in enabling these enterprises to achieve their strategic objectives, ultimately benefiting the broader economy. The accomplishments of 2025 are a testament to the company’s dedicated effort and innovative strategies, setting a promising outlook for future endeavors.