Cahill Represents Agent and Lead Arrangers in Kestra Financial’s $1.375 Billion Term Loan Refinancing

May 20, 2026

Cahill represented the administrative agent and lead arrangers in connection with a $1.375 billion term loan for Kestra Advisor Services Holdings A, Inc., a subsidiary of Kestra Financial. Proceeds from the term loan will be used to refinance the borrower's existing term loan facility.

The transaction underscores Cahill's depth of experience in advising on leveraged finance transactions for sponsor-backed financial services platforms.

Kestra Financial is a leading independent investment advisory and wealth management platform serving a nationwide network of financial advisors. The company provides comprehensive advisory services, investment processing, and practice management support to independent financial professionals.