Origination & Fund Services
Four Wood Capital Advisors LLC (“FWCA”) is a wholly owned subsidiary of FWCP. FWCA seeks to manage and/or advise on investment strategies for institutions and individual investors across several key core competencies including:
- Specialty Finance Companies
- Registered Funds (open-end, closed-end, unit trusts)
- Institutional Funds
- Structured Transactions
For information regarding factsheets, annual reports, or dividend distributions for both the Eagle Growth and Income Opportunity Fund, ticker EGIF, or the THL Credit Senior Loan Fund, ticker TLSF, please continue to Four Wood Capital Advisors
THE OIB TEAM OFFERS A PROVEN TURNKEY ADVISORY AND EXECUTION PLATFORM TO ACCESS CAPITAL MARKETS & INVESTORS
“The partnership with Four Wood Capital and their team of experienced professionals has been an extremely important aspect in enhancing our firm’s brand equity, market position and asset growth in the high net worth channel.”
-Brian Good, Managing Director, Head of Tradeable Credit – THL Credit
“We view FWCP as a critical and quite natural extension of KKR in servicing our individual investor clients.”
-Mike Gaviser, Managing Director – KKR Asset Management
Product Development
Critical assessment and strategic recommendations for the client’s franchise, narrative, identity and position in the market
National Accounts Strategy
To develop and implement comprehensive strategy to refine our client’s brand identity, extend brand equity, review core values and refine marketing (including iconography, public relations strategy, promotional videos, web, logo materials and firm narrative)
National Distribution Strategy
Analyze the market landscape and assesses competency, size and effectiveness of other asset managers or industry competitors
Franchise Development
Optimization, origination, syndication, investment structuring and related activities across the development and launch of permanent capital (CEF, BDC, REIT), Structured Products (CLO) and related Registered Funds (mutual fund, ETF)
Brand Identity Consulation
Recommend, develop and implement a strategy for market segmentation, product on-boarding, platform navigation, due diligence and counterparty relationship management to the intermediary market for asset management partners
Market Research & Competitive Analysis
Recommend, develop and implement a national distribution strategy with market segmentation, enhanced messaging, product delivery and capital raising capabilities within intermediary markets for asset management partners
Eagle Growth & Income
Opportunities Fund – “EGIF”
$148 Million Initial Public Offering
June 2015
Lead Managers: Raymond James, Stifel
Offering Highlights
Offering Dates: 5/26 – 6/18
22 Wholesalers
1,000 Meetings
500,000 Emails Sent
Miller/Howard High Income
Equity Fund – “HIE”
$245 Million Initial Public Offering
November 2014
Lead Managers: Wells Fargo, Raymond James, Amerprise
Offering Highlights
Offering Dates: 10/29 – 11/24
25 Wholesalers
1,500 Meetings
600,000 Emails Sent
THL Credit Senior
Loan Fund – “TSLF”
$148 Million Initial Public Offering
September 2013
Lead Managers: Raymond James, RBC, Stifel, Oppenheimer
Offering Highlights
Offering Dates: 8/27 – 9/26
22 Wholesalers
638 Meetings
80,000+ Emails Sent
KKR Income Opportunities
Fund – “KIO”
$352 Million Initial Public Offering
July 2013
Lead Managers: Morgan Stanley, Citi, UBS, Barclays
Offering Highlights
Offering Dates: 6/21 – 7/25
32 Wholesalers
1,700 Meetings
16,000+ Outbound Calls
Salient Midstream & MLP
Fund – “SMM”
$226 Million Initial Public Offering
May 2012
Lead Managers: Bank of America Merrill Lynch
Offering Highlights
Offering Dates: 4/26 – 5/24
45,000+ Emails Sent
450+ Meetings
10,000+ Outbound Calls