Financing Solution

Fund Finance

Growth. Innovation. Unwavering quality, stability and support for private capital clients. These are the pillars of EverBank Fund Finance, where some of the industry’s most experienced professionals deliver the leading-edge solutions you deserve.

Who we serve

Geared to the needs of the best and brightest, we’ve created a portfolio to give you the edge. Our consistent, intentional strategy is designed to give alternative asset managers a variety of high-performing fund strategies, including:

  • Private equity
  • Private credit
  • Infrastructure
  • Real estate
  • Secondaries

Why EverBank

We serve businesses at the highest level. Our Fund Finance team performs accordingly, offering:

  • Best-in-class financing through bespoke solutions and the flexibility to react to market shifts, giving our clients every advantage
  • Structural creativity and unmatched service and distribution capabilities
  • A robust talent roster delivering end-to-end transaction coverage, giving you a consistent experience and steady execution through underwriting, structuring and the go-to-market approach

A range of offerings tailored to your advantage

From relationship-focused direct origination to broader syndications model options, we craft financing and banking solutions to meet your needs.

Subscription Credit Facility (SCF)

Common use

Our SCF powers your short-term capital needs, bridging the time between a capital call to the capital contribution. Use it to aggregate capital calls, defer capital calls, build working capital, bridge debt financing, issue letters of credit, lend directly to portfolio companies or to add fund-level debt.

Collateral

Collateral can include uncalled capital commitments (UCCs) of the investors (also called “limited partners” or “LPs”) and the accounts into which capital commitments are funded.

Facility structure

  • Typically a revolving facility provided at the fund level
  • Tenors range from 1–3 years
  • Full recourse to the fund
  • Security over the capital commitments

Versatile channels, consistent performance

Our job is to bring you solutions that go beyond the expected. Our fund financing portfolio flexes to meet your needs and keep pace with market shifts, offering solutions through several channels, including:

  • Direct Origination
  • Club Transactions
  • Participations

Our leadership

Through ever-changing markets and ever-growing opportunities, perhaps no quality is more vital to fund financing than expert, visionary leadership. Our business team leaders possess decades of expertise in not only the structures and solutions that make this specialized business work for clients, but the thought leadership that helps keep the industry moving forward — and, of course, a focus that never wavers from delivering the advantage for you.

Jeff Johnston

Co-Head Fund Finance

704.575.0236

Mike Mascia

Co-Head Fund Finance

704.995.1065

News and insights

Keeping you on the leading edge

Fund finance offerings are ever evolving. Demand for fund financing around the globe is ever-growing. We’re here to help you keep up to date.

  • 10.23.23

    Everbank Welcomes Five New Experienced Hires to Support Its Newly Launched Fund Finance Division
    Learn more
  • 09.14.23

    Bank owned by private equity investors bets big on fund finance
    Learn more
  • 08.08.23

    EverBank, N.A., Announces New Fund Finance Division and Leaders
    Learn more

Contact an expert

Jeff Johnston

Co-Head Fund Finance

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Contact an expert

Mike Mascia

Co-Head Fund Finance

All fields are required unless otherwise noted.

First Name
Last Name
Email Address
Phone Number
Comments