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Julie Cohen
Chief Marketing Officer
212.701.3614
jcohen@cahill.com

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

Date: 08/06/25

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.

Julie Cohen
Chief Marketing Officer
212.701.3614
jcohen@cahill.com