Barings, one of the world’s leading alternative asset managers, announced today that it served as lead agent of senior secured credit facilities to support Investcorp in its acquisition of Berger Financial Group (“Berger”).

Berger Financial Group is a Registered Investment Advisor (“RIA”) with more than $3 billion in assets under management, providing financial & retirement planning, portfolio management, and tax planning services to more than 3,800 clients across nine offices.

“We are thrilled to expand our partnership with Investcorp through our investment in Berger,” said Jeff Rabaut, Managing Director in Barings’ North America Direct Lending Group. “Berger has established a strong position in the RIA market, and we look forward to supporting Investcorp as they build on that foundation.”

Mike Emmet, Senior Managing Director of Investcorp, added, “Barings has been a thoughtful and dynamic partner to us having now financed four of our most recent investments. Their ability to move quickly and with conviction, in addition to their breadth of capabilities, has made them one of our go-to financing partners.”

About Barings

Barings is a $502 billion* global alternative asset manager that partners with institutional, insurance and wealth clients and supports leading businesses with flexible financing solutions. The firm, a subsidiary of MassMutual with a minority investment from MS&AD, seeks to deliver excess returns by leveraging its global scale and capabilities across credit, real assets, capital solutions and emerging markets.

*As of June 30, 2026

About Investcorp

Investcorp is a global investment manager specializing in alternative investments across four asset classes: Private Equity (mid-market buyouts, growth investments, and GP staking), Real Assets (real estate and infrastructure), Credit (CLOs, broadly syndicated loans and structured credit, and middle market direct lending), and Liquid Strategies (absolute return investments and insurance asset management). Since its inception in 1982, Investcorp has focused on generating attractive returns for its clients and creating sustainable long-term value by employing a disciplined investment process, leveraging deep sector expertise, and drawing on the resources of a global platform. Investcorp invests its own capital alongside its clients, aligning interests across its investment strategies, and is committed to responsible investing and sustainable value creation within portfolio companies and the communities in which it operates.

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