LexLoan | Loan Closing & Settlement Operations

LexLoan^™

Your business partner for leveraged finance

Market-leading middle office operations.

Our unique global delivery model provides comprehensive support through the entire syndicated loan lifecycle with unrivaled knowledge and market leading expertise in all leading syndicated loan technology and emerging platforms we deliver best-in-class service with significant cost savings.

LexLoan^™: Delivering Assured Outcomes Since 2012

LexLoan^™ has settled over 320K trades with a commitment valued of nearly $2T. LexLoan^™ manages a loan portfolio of nearly $10B. One of the largest loan settlement operations in both the U.S. and European markets, it has successfully negotiated 1k+ NDAs and distressed trading documents.

Domain Excellence

The ability to settle trades independently with minimum intervention of the Desk

<30% of trades require client intervention

Speed

Significantly increase trades settled per day and reduce average settlement time to best in class standards

15% – 20% faster than market trade settlement benchmarks

Dependability

Our team retention rate of over 87% means our teams come with in-depth market experience

Closers and SMEs average 10-16K trades with commitment values of $30-50B each

Value

Our delayed compensation management has yielded an average net positive P&L impact of $2.4mm per year

Reduce cost per trade by 40% to 60% accompanied by strong market credibility

Expertise in LSTA & LMA Markets

$ 0 T

in trade settlement commitment value

$ B+

loan portfolio in agency operations

$ B+

in agency trade settlements

0 +

years’ experience in the market

The LexLoan^™ Edge:

Professional, cost-effective services backed by strategic operational risk controls aimed at minimizing risk and increasing efficiencies.

Vast domain expertise and global operations are well recognized by the counterparties, agent banks and industry players. LexLoan^™ is rated as one of the top Loan Closing operations in both the LSTA and LMA markets per ClearPar ratings.
Established relationships from over 20 years in the market allow us to navigate settlements more efficiently.
End-to-end trade ownership allows clients to allocate their resources more strategically.
Fast trade closing significantly lowers balance sheet exposure. Our PAR trades average settlement time in the recent past has been under 18 days and under 9 days for New Issue trades.
Robust delayed compensation processes provide net positive impact of ~$3.25M/year to the balance sheet.
Loan servicing operations have functioned with 0 cash breaks over a 30-day period while managing a loan portfolio of nearly $10B.

The numbers behind settlement speed

18 days

LSTA PAR Average Settlement Time

34 days

LMA PAR Average Settlement Time

16 days

Third Party LSTA Average Settlement Time

Related Services

Loan Closing & Settlement

New issue
Par loans
Distressed loans
Loan administration services
Advisory services

KYC

New client onboarding
Periodic review
AML compliance
Account set-up

Loan Operations

Deal administration
Participation operations
Agency operations
Trading operations
Cash reconciliations, payments, and receipts
Advisory services

NDA and Credit Agreement Review & Negotiation

Lifecycle management
Counterparty paper and alignment
Private information management
Cross border expertise
Alignment with trading desk requirements

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