Private Credit

Octagon’s Private Credit platform provides directly negotiated financing solutions to sponsor backed companies in the middle & upper middle market.   We combine the experience & insights gained from financing over 500 companies across the Octagon platform with dedicated direct lending expertise to make deliver speed, certainty, and flexible capital solutions.  Our disciplined underwriting approach and relationship-driven sponsor partnerships generate attractive risk-adjusted returns for our investors and reliable capital for the companies we finance.

Platform Overview

• Launched in 2024 with $2.1B in equity capital commitments as of August 2026
• 40 deals | $961mm in commitments¹
• Single layer Investment Committee for Private Credit
• Dedicated Private Credit underwriting team leveraging industry expertise of liquid credit business

Investment Strike Zone

• Private Equity Sponsor-backed companies
• Up to $50mm per investment
• U.S. Borrowers
• Market leading companies in recession resilient industries
• EBITDA >$20mm (unless structured on ARR basis)
• Unitranche focused, with junior capital capacity 

1. Represents all investments currently held by the Octagon Direct Lending Fund I (inception date of September 27, 2024), which made its first portfolio investment on December 17, 2024. Committed capital based on par value as of June 30, 2026.