Growth Shouldn't Mean Rebuilding Your Operations Every Time
Asset managers trading private credit reach capacity limits when transaction volume exceeds internal resources. Expanding into new strategies often requires operational teams to be rebuilt from scratch due to different collateral and reporting requirements.
Common challenges we hear from asset managers:
- Rapid growth in transaction volume outpacing internal capacity
- Wanting to expand into a new private credit strategy without hiring a new team for it
- Increasing investor and stakeholder reporting demands
- Manual, spreadsheet-driven collateral and covenant tracking
- Difficulty getting a single, aggregated view across multiple strategies
An Operational Team and Platform
We act as an extension of your team, managing the full middle office function.
Middle Office & Loan Administration
Ongoing management of transactions post-close, including monitoring how each deal is performing against its terms.
Concentration, Eligibility & Waterfall Testing
Continuous testing against the specific eligibility and concentration criteria defined in each credit agreement.
Covenant Compliance
Proactive tracking of borrower and transaction covenants, with issues flagged before they become material.
Calculation Agent Services
Independent calculations, reconciliations, and transaction support for sophisticated financing structures.
Transaction Surveillance & Monitoring
Ongoing tracking of collateral performance trends across the life of each transaction.
Data Aggregation & Reporting
A single, consistent view of loan-level and portfolio-level performance, built for internal use and investor reporting alike.
Add Strategies Without Adding Headcount
Because our team and PCS/1, our proprietary platform, already support asset-based lending, litigation finance, equipment leasing, structured finance, and more, asset managers can expand into a new strategy without starting their operational buildout over.
This optionality is a core part of how we work. When a manager increases volume within a strategy, or decides to move into a new one entirely, we scale with them, rather than requiring them to keep hiring internally to match growth.
Years supporting private credit operations
Transactions processed through PCS/1
USD billions in assets under management supported
Multiple credit strategies supported under one operating model
From Growing Managers to Multi-Billion-Dollar Platforms
We work with asset managers across the full range of private credit participants, including:
- Large and small private credit asset managers
- Managers acting as lenders or borrowers in private credit transactions
- Managers trading across multiple credit strategies at once
- Managers expanding into new asset classes for the first time
Many of our longest client relationships started with a single transaction used to establish trust, then grew as the manager expanded the volume and range of strategies they brought to us.
Powered by PCS/1
Every engagement is backed by PCS/1, our proprietary technology platform, built specifically for the complexity of private credit, not adapted from generic loan servicing software.
A Straightforward Path From First Deal to Full Partnership
We typically start with a small number of transactions to establish trust and demonstrate how we work, then expand from there as managers see the value of the operational support and technology firsthand.
Frequently Asked Questions
Choosing an operational partner is an important decision. Whether you’re moving away from spreadsheets, replacing a provider, or preparing for growth, we’re committed to providing the transparency and expertise you need to make an informed choice.
What does Oak Branch Advisors do for asset managers?
We provide outsourced middle office operations, loan administration, and covenant compliance.
Do you work with both large and small asset managers?
Yes, from single-strategy managers to multi-billion-dollar platforms.
Can asset managers expand into a new credit strategy without building a new internal team?
Yes, because our team and PCS/1 already support multiple asset classes.
Do you support managers acting as lenders and as borrowers?
Yes, we support both sides of private credit transactions.
How does Oak Branch Advisors help with covenant compliance?
We continuously monitor covenants using PCS/1, flagging issues as they arise.
What makes Oak Branch Advisors different from a traditional fund administrator?
We specialize in operational complexity specific to private credit.
How quickly can we get started?
Most engagements begin with small transaction volumes, then expand.
