January 2025

Nassau Financial Group and Golub Capital Close Minority Equity Investment

HARTFORD, Conn., and NEW YORK, January 7, 2025 – Nassau Financial Group (“Nassau”), a leading provider of fixed annuities and asset management, and Golub Capital, a market-leading direct lender and experienced credit asset manager, have closed on their previously announced strategic partnership after satisfaction of closing conditions.

At closing, Nassau received a $200 million minority non-voting common equity investment from Golub Capital. This investment provides capital to support Nassau’s growth strategy, including through organic growth, acquisitions and strengthening its balance sheet. Nassau and Golub Capital also entered into a long-term Investment Management Agreement that will provide Nassau’s insurance subsidiaries with access to Golub Capital’s premium middle market direct lending strategies, through tailored capital-efficient solutions.

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Alice EricsonNassau Financial Group and Golub Capital Close Minority Equity Investment
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