Key Takeaways
- • TDR Capital is exploring strategic options for Arrow Global, including a potential sale, with Goldman Sachs engaged as financial advisor on the review process.
- • Arrow Global manages or services approximately €125bn ($144bn) of assets across alternative credit, non-performing loans, and real estate lending platforms.
- • TDR acquired Arrow Global in a 2021 take-private transaction valuing the company's equity at approximately £563m ($761m).
- • Discussions remain in early stages, and TDR may elect to retain the asset rather than divest, according to sources familiar with the matter.
- • Arrow Global, founded by Zach Lewy in 2005, operates a third-party fund management platform and has expanded significantly beyond its original non-performing loan focus.
Summary
TDR Capital, a London-based private equity firm, is evaluating strategic options for Arrow Global, the UK-headquartered private credit manager, with a potential sale among the alternatives under consideration. According to Bloomberg's reporting, TDR has engaged Goldman Sachs to advise on the review process. However, the discussions remain preliminary, and sources familiar with the matter indicate TDR could ultimately decide to retain the business rather than proceed with a transaction. TDR, Arrow Global, and Goldman Sachs declined to comment on the matter.
TDR's ownership of Arrow Global dates to 2021, when the private equity firm completed a take-private acquisition that valued the company's equity at approximately £563m ($761m). Since that transaction, Arrow Global has substantially grown its scale and operational scope. The business currently manages or services approximately €125bn ($144bn) of assets across multiple investment categories and platforms.
Arrow Global, founded by Zach Lewy in 2005, originally specialized in alternative credit opportunities and European non-performing loans—typically higher-yielding but more complex asset classes requiring specialist operational expertise. The business has since evolved beyond its original investment activities to operate a dedicated third-party fund management platform and has expanded into real estate lending, broadening its revenue streams and market positioning within the private credit sector.
The potential sale would occur against the backdrop of sustained institutional demand for private credit management platforms, particularly those with established track records in alternative asset classes. Arrow Global's combination of scale, platform capabilities, and specialized lending expertise represents the type of asset profile typically attractive to strategic and financial buyers in the private markets infrastructure space.
TDR's ownership of Arrow Global dates to 2021, when the private equity firm completed a take-private acquisition that valued the company's equity at approximately £563m ($761m). Since that transaction, Arrow Global has substantially grown its scale and operational scope. The business currently manages or services approximately €125bn ($144bn) of assets across multiple investment categories and platforms.
Arrow Global, founded by Zach Lewy in 2005, originally specialized in alternative credit opportunities and European non-performing loans—typically higher-yielding but more complex asset classes requiring specialist operational expertise. The business has since evolved beyond its original investment activities to operate a dedicated third-party fund management platform and has expanded into real estate lending, broadening its revenue streams and market positioning within the private credit sector.
The potential sale would occur against the backdrop of sustained institutional demand for private credit management platforms, particularly those with established track records in alternative asset classes. Arrow Global's combination of scale, platform capabilities, and specialized lending expertise represents the type of asset profile typically attractive to strategic and financial buyers in the private markets infrastructure space.
Go deeper than the headline
Research every firm in this story, track the ones that matter and get the daily briefing — free for 7 days.