Strategic Value Partners

Today we announced the sale of OmniMax to Gibraltar Industries Inc. (Nasdaq: ROCK). Strategic Value Partners acquired OmniMax five years ago and during this time we leveraged our extensive operational expertise to help transform the OmniMax business into a leading roofing accessory and rainware solutions platform with significant and continued growth potential. We are proud of our partnership with the OmniMax team in creating significant value and positioning the company for its new chapter. #privatecredit #leadership #transformation

This Thursday, October 16, Deucalion Aviation Limited and Strategic Value Partners, will host industry leaders in New York to celebrate the opening of Deucalion’s New York Office and for a panel discussion on “Unlocking Value in Mid-Life Aircraft.”   John Morabito, Managing Director at SVP and Non-Executive Chairman of Deucalion Aviation Limited, will join colleagues Nate Riggs and David Sims of Deucalion, who will moderate a panel exploring why mid-life remains such an attractive space for institutional investors and strategic partners alike and will feature the following panelists: * David Beker, Air Lease * Shailesh S. Deshpande, ATLAS SP Partners * Sanjeev Mordani, LuminArx Capital * Madelaine O'Connell, HPS Investment Partners, LLC * Cody Buchanan, HPS Investment Partners, LLC   We look forward to what promises to be an engaging evening celebrating the opening of Deucalion’s new Bryant Park office and the continued growth of our aviation platform.

We are pleased to announce that SVP, together with Lincoln Property Company, has acquired Ampersand, a 346,396-square-foot creative office campus in San Diego’s Mission Valley. “Our acquisition of Ampersand reflects our continued conviction in select high-quality office assets and our commitment to deploying capital strategically,” said Michael Ungari, SVP’s Global Head of Real Estate. Read the press release here: https://lnkd.in/eMw-8D6b

Brian Himot, Head of Structured Capital at SVP, recently sat down with Proskauer Rose LLP’s Private Market Talks podcast to share SVP’s approach to structured capital, why bespoke junior capital solutions are gaining traction, and how our flexibility helps founder-led businesses unlock growth.

“Since the Great Financial Crisis, the way businesses were constructed for value really relied on higher multiples and add-on acquisitions, and this introduced a ton of complexity. Now, we’re in an environment where there’s a tremendous existential crisis almost every year, from COVID to supply chain disruptions to hyperinflation to interest rates and now tariffs. So, the operating environment that we need to put our businesses into has really changed dramatically,” said Jonathan Waggoner, SVP’s co-head of the North American Operating Team, when sitting down with Georgie Frost at the Boston Consulting Group (BCG)’s Milken Studio this year to talk about what real value creation looks like amid today’s increased volatility.

“We’re looking to work all the time with other lenders and other equity investors and be a part of that system, and part of our job in those deals is to help fix the balance sheet and put capital in and bring in operating resources,” David Geenberg, Head of SVP’s North American Corporate Investment Team, who recently joined Noel Hebert and Philip J. Brendel on Bloomberg’s FICC Focus State of Distressed Podcast.   They discussed SVP’s hands-on approach to opportunistic credit and the value creation that can be achieved if you have the right team in place to tackle sourcing, restructuring, litigation, M&A, strategic planning and identifying corporate leaders to support portfolio companies. Listen to the full segment here: https://lnkd.in/e6H5R8SM

We are pleased to announce that Grégoire Paepegaey has joined SVP’s European Investment Team, focusing on control investments across business services, industrials and consumer. Welcome to the team, Grégoire! Read the announcement here: https://lnkd.in/evarj9PM

Our Founder & CIO Victor Khosla spoke with Forbes Executive Editor Matt Schifrin at the Forbes Iconoclast Summit on the topic of “Best Ideas: The Next Opportunity in Credit.” They discussed the resilience of the US economy and the skills firms need to take advantage of a huge swath of opportunities available in credit over the next 3-4 years. “When you make these investments, you’ve got to be willing to step in and improve operations and fix some of these businesses. This is not a traded debt opportunity that we see today. You need real skills to work it out.” – Victor Khosla

We’re excited to welcome Ryan Kaplan to SVP as a Managing Director on our Real Estate team. Ryan joins us from Goldman Sachs, where he led the firm’s Los Angeles real estate investing efforts. He brings deep experience across asset classes and capital structures and will be based in our Greenwich, CT headquarters. As we continue to expand our global real estate platform, Ryan’s leadership will be instrumental in driving our North American investment strategy forward. Welcome to the team, Ryan! Read the announcement here: https://lnkd.in/e5Ynn_fe

We are looking forward to our Founder and CIO Victor Khosla being interviewed tomorrow by Hans-Jörg Baumann, Founding Partner & Chairman at StepStone Private Debt, at the SuperReturn International Conference to discuss “the 800 pound gorilla in opportunistic credit.” Join them for what promises to be an insightful discussion in Berlin at 11:10 CET at Capital I on Tuesday, June 3.