Houlihan Lokey Advises Tiptree

Houlihan Lokey is pleased to announce that Tiptree Inc. (NASDAQ:TIPT) (Tiptree), through its subsidiary Tiptree Holdings LLC, has raised a $75 million secured credit facility. Proceeds from the transaction will be used primarily to fund working capital and general corporate purposes. The financing transaction closed on February 7, 2025.

Tiptree allocates capital to selected small and middle-market companies with the mission of building long-term value. Established in 2007, Tiptree has a significant track record investing across a variety of industries and asset types, including the insurance, asset management, specialty finance, real estate, and shipping sectors. With proprietary access and a flexible capital base, Tiptree seeks to uncover compelling investment opportunities and support management teams in unlocking the full value potential of their businesses.

Houlihan Lokey served as the exclusive financial advisor and placement agent to Tiptree, assisting the company in arranging, structuring, and negotiating the financing. Fortress Credit Corp. and its affiliates, including funds managed by those affiliates, served as the admin agent and sole lender on the facility.

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