Anthony Lombardi

Fund Finance:

• Private equity fund, with USD6bn in assets under management, on multiple subscription facilities totaling USD200m.
• Principal of an asset manager with over USD5bn in assets under management structuring a complex, first-of-its-kind, multilayer loan structure of around USD350m, including: 
  – (i) a NAV-based facility of USD250m for his investment vehicle secured over underlying interests in the funds he managed; and 
  – (ii) a USD100m personal loan secured over the principal’s shares in the investment vehicle, a yacht and other assets. This deal included complex tax structuring.
• Investment vehicle of the two principals of a quant fund with over USD3bn in assets under management in a NAV facility of around USD400m.
• Asset manager, with over USD34bn in assets under management, in multiple NAV facilities of USD500m.
• Insurance-linked securities asset manager, with over USD4.5bn in assets under management, in multiple NAV facilities of over USD200m secured over a portfolio of underlying insurance-linked securities and cashflows.
• Fund principal’s investment vehicle on a fund of fund facility of USD100m.
• Global investment bank’s private wealth team on multiple loans to private equity LPs secured against the LP’s carried interest entitlements and cashflow.
• Singaporean asset manager’s Cayman SPC portfolio company in a USD20m leverage facility secured by its interest in, and cashflows from, an underlying CDS.
• Asset manager, with over USD10bn in assets under management, in a USD250m margin loan to leverage its underlying portfolio of loans and bonds as reference obligations.
• Asset manager and its investment vehicles in Guernsey and the Cayman Islands in a margin loan facility of USD26m.
• Ultra High Net Worth individuals private investment company on a margin loan secured against an underlying basket of liquid equities.
  Structured Finance /Structured products
• Advising an investment manager on purchasing junior notes as part of repo programme
• Japanese broker on structuring and issuing repackaged AAA US and European CLOs for Japanese investors who wanted a yen-denominated product, including a euro or dollar/yen cross-currency swap.
• Private fund manager, with USD10bn in assets under management, in a USD750m multi-currency structured TRS facility backed by a portfolio of private credit loans, including loans to sports teams.
• GBP1bn senior facility for a leading global cell tower owner, focusing on the acquisition and management of ground, tower, rooftop and in-building cell site ground leases secured against its rental income.
• GBP300m junior note programme for a leading global cell tower owner.

Debt Trading / Special Situations:

• Asset manager in the acquisition of a multinational distressed and non-performing asset portfolio, including loans, claims, bonds and private equity positions.
• European subsidiary of a well-known private equity fund with over USD400bn in assets in a complex bond trading matter, including potential equitable subordination complications in Spain and Luxembourg regulatory matters.
• Asset manager of a distressed credit fund in a complex insolvency claim purchase for underlying swap agreements and early termination amounts.