Origination & Fund Services

Four Wood Capital Advisors LLC

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 banking 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-funds

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