Record levels of undeployed capital, strong demand for yield, and increasing retail access are accelerating activity in the syndicated loan and collateralised loan obligation (“CLO”) markets. Across sectors, syndicated loan issuance is rising, driven by refinancing, acquisition pipelines, and broader use of delayed draw and uni-tranche facilities. At the same time, the CLO market continues to grow, as investors seek floating-rate exposure via tradable, actively managed instruments.
This growth is reshaping operational workflows. From CLO warehouses to syndicated loan portfolios, managers face pressure to complete more deals across jurisdictions, currencies, and counterparties. Functions such as loan closing, once handled internally, are now being outsourced to partners who can manage the scale, variation, and urgency required.
Market growth drives operational complexity
The syndicated loan market draws a wide range of investors including mutual funds, hedge funds, pension funds, brokers, and private equity firms. Unlike illiquid private credit strategies, syndicated loans offer tradable, floating-rate exposure, which is now a core focus for CLO managers and credit funds.
This diversity of participants brings demand for faster settlement and improved transparency. CLO issuance continues to grow, with many investors now accessing the market through ETFs and other open-ended structures. These developments place more strain on loan execution, documentation, and trade tracking, areas where many in-house systems fall short.
The case for outsourcing loan closing services
The secondary loan market remains antiquated, with many trades still tracked in Excel or handled by providers without the infrastructure needed to support the USD 2–2.5 trillion market.
As syndicated loan and CLO portfolios increase in size and volume, so does the requirement for specialist loan closing services. These instruments are liquid, often actively traded, and require speed, precision, and full visibility.
Outsourcing helps asset managers:
- View their portfolios in real time
- Track the exact status of trades during settlement
- Monitor DC and COC accruals on each loan
- Identify and resolve settlement delays
Loan closings are no longer a simple administrative task. They directly influence fund performance, investor trust, and the timing of capital deployment.
How we support your growth
We support fund managers, lenders, and borrowers throughout the lifecycle of syndicated loan transactions. Our loan closing services cover every stage, from document review and due diligence to compliance checks and execution.
We provide:
- Full-service loan closing support
- Custom workflows aligned with fund structures
- Technology platforms for real-time data access
- Expert teams with sector-specific experience in syndicated loans and CLOs
This comprehensive approach enables clients to scale confidently, improve operational resilience, and maintain full visibility as portfolios grow.
The future of loan operations
By outsourcing loan closing, firms can focus on deal origination and credit selection while maintaining high standards of execution. For institutional investors, it improves visibility. For managers, it removes a key operational bottleneck.
As investor appetite for syndicated loans and CLOs grows, so too will the demand for reliable, scalable, and compliant operational infrastructure. With the right support, asset managers can handle higher trade volumes and respond more quickly to investor demand.
To schedule a free consultation with one of our experts
