Sponsor Contribution

Haynes Boone Fund Finance Annual Report

Published February 12, 2025

Haynes Boone Fund Finance Report Reveals New Lenders Driving Down Pricing and Fueling Innovation

Fund finance is experiencing a notable market shift, according to Haynes Boone's latest Annual Fund Finance Report, which leans on insights from over 200 industry leaders. New lenders, including private capital and non-bank financial institutions, are entering the market, driving innovation and the development of bespoke financing solutions, from unique covenants to custom pricing structures.

The comprehensive report features over 40 charts along detailed market analysis insights including top concerns for borrowers and lenders, views on the regulatory outlook and how 2025 is shaping up for fundraising and exits.

Authors:

Aleks Kopec

Partner | Haynes Boone

Aleks Kopec is a partner in the Finance Practice Group in Haynes Boone’s Charlotte office. Her practice focuses on representing lenders and borrowers in a variety of finance transactions, including leveraged finance, acquisition financings, cross-border facilities, capital call facilities, NAV facilities and other fund finance products. Aleks’ significant experience in both leveraged finance and funds finance allows her to have unique insight in multiple financial markets. Her extensive experience in the finance market, starting in New York and continuing in Charlotte, has shaped Aleks into a thoughtful practitioner who prides herself in the strength of her relationship with clients.

Partner Haynes Boone

Brent Shultz

Partner | Haynes Boone

Having negotiated and closed billions of dollars of complex debt financings, Brent Shultz helps companies in the banking, private equity, and energy industries serve their customers and employees, and thrive in any business environment.

Clients seek Brent’s representation in connection with fund finance, including capital commitment-secured facilities; energy finance, including reserve-based lending and credit facilities to midstream companies; cash-flow facilities, including investment-grade and other corporate finance transactions; and asset-based facilities, including asset-based lending, leveraged finance, acquisition finance, and project finance. Brent also handles restructuring, bankruptcy, and workout matters.

Brent’s problem-solving approach to financing transactions is informed by his prior work as a financial analyst and strategic planner at a major airline, where he advised senior management on major strategic initiatives. Clients trust Brent to listen closely to them, to understand their goals, and to execute their most important transactions in a smooth, practical, and business minded manner. In recognition of his professional excellence, Brent was named “One to Watch” in banking and finance by the 2020-2021 Best Lawyers, Woodward/White, Inc.,directory.

Brent serves on our pro bono committee, representing clients in veterans’ matters and acting as counsel for The H.E.A.R.T. Program, a Houston nonprofit that helps adults with intellectual/developmental differences to achieve their potential. He also takes an active role in his community, holding leadership roles with his local church and volunteering with charitable organizations. He is the proud father of two daughters.

Partner Haynes Boone