Private Debt Outsourcing

Private Debt

We work with Private Debt funds focused on both primary lending and secondary market opportunities

the challenges our clients face

How we help

Oceanrock gave us the ability to significantly increase the volume of deals that we were able to review. They joined our daily team calls and presented alongside our in-house team.

UK Special Situations Investment Fund

Is your team spending their time in the best possible way to create value for your firm?

Do you need to gain a greater understanding of your target markets?
Is your investment screening process slowing you down?
Are you maintaining your secondary market coverage to ensure you can respond to rapidly evolving market opportunities?
Are you spending too much time building financial models and too little time using these models to make better investment decisions?
Are you relying on generic third-party due diligence rather than really understanding the key value drivers across your credit book?
Are you reporting to your LPs in a consistent and timely manner, and in a way that best articulates the quality of your portfolio?

Let us enable your team to fulfil its potential

Our Cape Town-based team combines the commercial benefits of off-shoring with the quality you would expect from your own team

Our Services

We bring capacity to the core elements of your business:

Research & Thought Leadership

Oceanrock provides industry and thematic research to support private debt clients to understand credit risk and value drivers across their investment portfolios and new investment opportunities.

Explore how we support clients with their research & thought leadership

Origination

Oceanrock provides origination support to private debt clients across market mapping and target identification.

Explore how we support clients with their origination activity.

Financial Modelling & Analysis

Oceanrock provides financial modelling to support valuation, assess capital structuring, build scenarios and assess investment returns.

Explore how we support clients with financial modelling.

Deal Support

Oceanrock supports private debt clients with preliminary screening of investment opportunities, as well as preparation of investment committee materials to support final investment decisions.

Explore how we support clients on live deals.

Portfolio Management

Oceanrock provides support to private debt clients across fund-level performance monitoring and reporting.

Explore how we support clients with portfolio management.

We enjoy the differences between how our private debt clients and private equity clients think above value creation. Our debt clients demand a level of analytical rigour and understanding of risk that requires a different perspective and [clarity] on what drives value in their expected returns. We have enabled our private debt clients to expand their market coverage and deepen their analysis of new investment opportunities.

Frequently Asked Questions

Our standard contractual arrangements provide clients with either a dedicated, full time analyst resource (benchmarked at 150 hours per month); a fixed block of hours that can be utilized over time; or a team to deliver a defined project scope. Our standard contractual agreement is with our UK parent company and governed by UK law.

Our team is based in Cape Town, South Africa, which benefits from close time-zone alignment with the UK (1 hour ahead of the UK during BST; 2 hours ahead of the UK during GMT). Our team’s contractual working hours run to 6pm South African time. However, we understand that at times, when deadlines need to be met, longer hours will be required.

We take confidentiality extremely seriously. We understand that if our clients can’t trust that their information will remain confidential, then we won’t have a business. Our own employees are bound by individual confidentiality agreements in their employment contracts with Oceanrock, our standard contractual terms with clients includes both market-standard confidentiality wording and responsibility for managing conflicts of interest and our IT infrastructure reflects industry best-practice – both in terms of cyber-security and access restrictions so that only your client team at Oceanrock will have access to your confidential information.

Yes, your primary working relationship will be with one member of the Oceanrock team. This enables the onboarding process to be as smooth as possible, and consistency and efficiency to be established early in our relationship. In addition, our intention is that you also interact with a small Oceanrock team who can provide cover during vacation or sick leave, and is well-placed to provide additional support if you need to increase your capacity with our team at short notice. Critically, you will be dealing with the analysts in our team who are actually doing the work – rather than a relationship manager who sits between you and our analyst team.

Given the nature of our business, remote working has always been at the heart of what we do. Our aim is to become a natural extension of your team, which works best when there is regular and real-time communication. This can be through email, Teams, phone calls or other forms of communication that work best for you and your team.

We recruit talented people who will all have completed an undergraduate degree in finance. We also recruit qualified chartered accountants from the local offices of the big-4 global professional services firms. We support all of our team with an extensive in-house training programme, and also support those who chose to undertake professional qualifications, including the CFA. Our team of analysts is organized into smaller teams of 8-10, with internal review and quality control of work managed within those team structures.

Contact Us

Contact Oceanrock for the front office support you need to enable your business to achieve more

We provide high-quality research, financial modelling and deal support to the UK investment community.  We work with private equity investors, corporate finance advisers, strategy consultants and corporates seeking additional bandwidth to support critical front-office activity. 

Get in touch with us today to discuss how our team can enable your business to achieve more. 

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