Cahill Represents Agent and Lead Arrangers in Kestra’s $150 Million Incremental Term Loan and Upsized and Repriced $141.25 Million Revolving Credit Facility

August 6, 2025

Cahill represented the agent and lead arrangers in connection with Kestra’s $150 million incremental term loan and the upsizing and repricing of its now $141.25 million revolving facility.

Proceeds from the incremental term loan will be used to prepay amounts outstanding under the revolving credit facility and for general corporate purposes.

Kestra Financial is a leading investment advisory and wealth management platform that processes investment transactions and provides investment advisory services.