Clayton Utz advises Goldman Sachs about syndicated refinancing

AUB Group Limited has about $850m in syndicated refinancing

Clayton Utz advises Goldman Sachs about syndicated refinancing

Clayton Utz has advised Goldman Sachs, a multinational investment bank, as well as the lenders, regarding AUB Group Limited (AUB)'s $850m syndicated refinancing.

“AUB is an incredible business and the huge amount of interest in this financing is testament to that,” said Alex Schlosser, head of Clayton Utz’s banking and financial services group.

Schlosser has led the refinancing along with the support from special counsel Jeremy Murnain as well as lawyers Kate Cronin and Rachel Hurwitz.

“This role required a huge effort from a team of advisors spread across several time zones,” said Schlosser.

“Collaboration is key, and I was delighted with the service levels and commitment the team maintained throughout,” he added.

The law firm, which was Goldman Sachs’ mandated lead arranger, had also acted on behalf of the bank on the original $675m financing, which AUB had used to acquire Insurance Broker Tysers in 2022.

AUB Group Limited is a group of retail and wholesale insurance brokers as well as underwriting agencies. Upon its acquisition of Tysers, AUB had issued 9,018,974 new shares to the insurance broker’s previous owner, Odyssey Investment Partners.