ORIX USA Expands Team to Meet Increasing Market Demand for Leveraged Finance

ORIX USA announced today that John Bozalis has rejoined ORIX Leveraged Finance as a Managing Director in the Dallas office. He will be responsible for originating and executing new investment opportunities consisting of senior secured, unitranche and second lien/junior capital solutions primarily in support of middle-market private equity groups. Since its inception in 2004, ORIX Leveraged Finance has closed more than 300 financings, committing over $4 billion of ORIX USA’s proprietary capital.

Bozalis, who earned a Bachelor of Arts in economics from Duke University and an MBA from the Fuqua School of Business at Duke University, has over 20 years of buy-side and sell-side experience in the middle-market leveraged finance industry and previously worked at ORIX from 2003 to 2009. Prior to rejoining ORIX Leveraged Finance, he served as a Senior Vice President at BBVA Compass. Bozalis also previously worked in the investment banking groups of Donaldson, Lufkin & Jenrette (now Credit Suisse) and Dain Rauscher (now RBC Capital Markets).

“John is a welcomed addition to our growing team of investment professionals. His extensive market knowledge and experience is an asset to our clients as we expand to meet the increasing market demand for flexible, non-bank financial solutions,” said Ted Thorp, Co-Head of ORIX Leveraged Finance. “His return to ORIX is an endorsement of our financing solutions and commitment to the market.”

ORIX Leveraged Finance

ORIX Leveraged Finance offers cash flow based debt and equity capital to middle-market companies throughout North America. With flexible investment structures ranging from $5 million to $50 million, ORIX Leveraged Finance underwrites growth financings, recapitalizations, leveraged buyouts, acquisitions and more. ORIX Leveraged Finance is a business unit of ORIX USA, a Dallas-based financial services firm known for providing innovative capital solutions that clients need to propel their business to the next level. With more than 500 employees spanning nearly 20 offices across the U.S. and Brazil, ORIX USA and its family of companies hold $6 billion of assets and manage an additional $29 billion, approximately. Its parent company, ORIX Corporation, is a Tokyo-based, publicly owned international financial services company with operations in 36 countries and regions worldwide. ORIX Corporation is listed on the Tokyo (8591) and New York Stock Exchanges (IX). For more information on ORIX Leveraged Finance, visit www.orix.com.

for ORIX USAAmanda Gleason, 972-770-5083agleason@marketwave.bizorJeff Smith, 214-237-2301

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