Leveraged Finance

Offering a full suite of capital solutions for complex sponsor- backed, middle-market financings.

Our dedicated team specializes in providing customized, responsive business lending solutions to support private equity backed businesses. Services include senior debt financing to support leverage buy-outs (LBOs), recapitalizations, and growth financings.

Focus & Expertise

  • Dedicated, responsive, experienced team
  • Streamlined credit and execution process
  • EBITDA size range $3M - $20M
  • Transaction size range $10M-$50M
  • Industry agnostic
  • Loan products to include term loans, revolving credit facilities, delayed draw term loans, and first-out unitranche facilities

The Axos Difference

Learn what sets us apart

Born digital and founded in 2000

Stable and steady asset growth

Publicly traded on the NYSE

Highly-rated and recognized

Financing Strategies

Tailored solutions to create significant value for our clients

Nationwide Coverage

Senior secured cash flow financing solutions for private equity sponsors supported by specialized teams across the country

Faster Response Time

Our agile organization and deep understanding of your business objectives help us increase the “certainty of close”

Knowledgeable Leadership

Broad experience across a variety industries, sectors, and business operations

Specialized Banking Expertise

Inquire about our award-winning banking solutions for hedge fund and alternative fund professionals

Let’s Start a Conversation

By clicking Submit, you have agreed to these Terms and Conditions, and you have agreed to receive automated SMS text messages, calls, and emails for any purpose including but not limited to marketing of products and services by Axos Bank. You understand and agree that such messages may be sent via Automatic Telephone Dialing System and/or artificial or pre-recorded voice, and that such consent is not a condition of receipt of any good or service. Mobile carrier messages and data rates may apply. You may opt out at any time.

© 2025 Axos Financial, Inc., All Rights Reserved. © 2025 Axos Bank, All Rights Reserved. © 2025 Axos Invest LLC. Member FINRA & SIPC. All Rights Reserved. © 2025 Axos Invest, Inc. All Rights Reserved.

Bank products and services are offered by Axos Bank®. All deposit accounts through Axos Bank brands are FDIC insured through Axos Bank. All deposit accounts of the same ownership and/or vesting held at Axos Bank are combined and insured under the same FDIC Certificate 35546. All deposit accounts through Axos Bank brands are not separately insured by the FDIC from other deposit accounts held with the same ownership and/or vesting at Axos Bank. For more information read Axos Bank’s FDIC Notice.

Advisory services are offered by Axos Invest, Inc., an investment adviser registered with the Securities and Exchange Commission (“SEC”). For information about our advisory services, please view our Form CRS or our ADV Part 2A Brochure, free of charge. Brokerage services and securities products are offered by Axos Invest LLC, Member FINRA & SIPC. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK. View the background of this firm, or REVIEW our Form CRS. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit of $250,000 for cash. Read more information about SIPC on the SIPC web page.

Securities and other non-deposit investment products and services are not deposits, obligations of or guaranteed by Axos Bank, are not insured by the FDIC or any governmental agency, and are subject to investment risk including possible loss of the principal invested. Past performance of a security does not guarantee future results or success.

Axos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies.

Axos Bank NMLS# 524995