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Starting with Strategy, not a Blank Page: A Conversation with Cody Gavalier of UnitedLex

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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Quickly determine your best path forward when timelines are tight by leveraging our dedicated data mining, technology, and review resources.

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