| 12/5/2025 | BK | Market Commentary: Envestnet, MyEyeDr., Aspire break; Signature, Travel + Leisure, AutoScout24, Sevita updated
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| 12/5/2025 | BK | Envestnet finalizes $400 million add-on term loan at 99.5 OID
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| 12/4/2025 | BK | Market Commentary: Student Transportation, Shift4, Cvent, Covia break; Howden, Instructure, Groundworks updated
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| 12/4/2025 | BK | Envestnet launches add-on term loan, upsizes to $400 million
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| 12/4/2025 | BK | Envestnet launches $275 million add-on term loan at 99 OID
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| 7/1/2025 | BK | Market Commentary: Centuri, American Bath, Envestnet, ITG break; White Cap, Ellucian, team.blue updates emerge
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| 6/25/2025 | BK | Market Commentary: Sazerac, Sizzling Platter, Hudson River loans break; Aggreko, Skechers updates surface
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| 6/25/2025 | BK | Envestnet to launch $1.99 billion term loan B on Thursday
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| 9/19/2024 | BK | Market Commentary: Alpha Generation, Madison, Heroux-Devtek, Burlington, Jane, Envestnet, KITO Crosby break
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| 9/18/2024 | BK | Moody’s cuts BCPE Pequod Buyer
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| 9/18/2024 | BK | Market Commentary: Tronox, Ryan break; Envestnet revised; PIP shelved; Alpha Generation, Heroux accelerated
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| 9/18/2024 | BK | Envestnet lifts first-lien loan to $1.99 billion, cancels second-lien
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| 9/17/2024 | BK | Market Commentary: Usalco, Univar, Ingram Micro, Help at Home, Froneri, J. Crew break; Envestnet accelerated
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| 9/12/2024 | BK | Market Commentary: nVent, Creative Artists, ConnectWise, Red Oak, Chamberlain, Instructure, CPV and more break
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| 9/12/2024 | BK | Moody’s rates BCPE Pequod B3, loans B2
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| 9/12/2024 | BK | S&P gives BCPE Pequod Buyer, loans B
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| 9/12/2024 | BK | Envestnet launches $1.76 billion term loan at SOFR plus 350 bps
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| 9/11/2024 | BK | Market Commentary: Janney, Wesco, Sundyne break; Instructure revised; nVent, Red Oak, ConnectWise accelerated
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| 9/11/2024 | BK | Envestnet to launch $1.76 billion first-lien term loan on Thursday
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| 8/30/2024 | BK | Market Commentary: Heroux-Devtek, S&S Activewear, AGCO Grain & Protein likely September business
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| 7/11/2024 | BK | Envestnet plans $2.51 billion credit facilities for buyout by Bain
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| 2/8/2022 | BK | Envestnet enters into $500 million five-year restated revolver
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| 10/1/2019 | BK | Envestnet expands revolver to $500 million, extends to 2024
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| 9/25/2017 | BK | Envestnet to draw on revolver to help fund FolioDynamix acquisition
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| 7/24/2017 | BK | Envestnet enters into $350 million five-year restated revolver
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| 11/19/2015 | BK | Envestnet enters into $260 million amended, restated credit agreement
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| 10/14/2015 | BK | Envestnet plans $200 million credit facility for Yodlee acquisition
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| 12/8/2014 | BK | Envestnet lifts credit agreement to $100 million via Bank of Montreal
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