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Asset/Investment Management
FINANCE | Investment Firms & Funds
guggenheimpartners.com

Investments

35

Portfolio Exits

11

Funds

10

Partners & Customers

3

About Guggenheim Partners

Guggenheim Partners is a privately held global financial services firm with more than $160 billion in assets under management. The firm provides asset management, investment banking, and capital markets services, insurance, institutional finance and investment advisory solutions to institutions, governments and agencies, corporations, investment advisors, family offices, and individuals.

Headquarters Location

227 West Monroe Street

Chicago, Illinois, 60606,

United States

212-823-6586

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CB Insights Intelligence Analysts have mentioned Guggenheim Partners in 1 CB Insights research brief, most recently on Dec 21, 2020.

Latest Guggenheim Partners News

Guggenheim First Quarter 2023 High-Yield and Bank Loan Outlook: 2023 Credit Outlook and Lessons Learned from a Tough Year

Jan 20, 2023

Outlook: 2023 Credit Outlook and Lessons Learned from a Tough Year We believe now is an opportune time to move up in quality ahead of any recession-driven market volatility in the coming months January 20, 2023 12:02 ET New York, New York, UNITED STATES NEW YORK, Jan. 20, 2023 (GLOBE NEWSWIRE) -- Guggenheim Investments, the global asset management and investment advisory business of Guggenheim Partners, today provided its First Quarter 2023 High-Yield and Bank Loan Outlook . Titled “2023 Credit Outlook and Lessons Learned from a Tough Year,” the report discusses why we believe many of the market developments that characterized 2022 will flip in 2023. Among the highlights in the 16-page report: High-yield bond and bank loan sectors delivered positive total returns of 4.0 percent and 2.3 percent, respectively, in the fourth quarter of 2022, with bond performance boosted by a decline in Treasury yields.1 Strong corporate earnings growth drove a decline in leverage ratios to below pre-COVID levels and supported high interest coverage despite the increase in borrowing costs. Potentially heading into a downturn this year, we believe borrowers have healthier balance sheets than they did going into the pandemic. As the economic data deteriorate further, however, we expect a decline in corporate earnings, more negative rating migration, and an increase in default activity. We are also more cautiously positioned given the Federal Reserve’s ongoing fight to ensure inflation comes down and stays down, and its apparent willingness to topple the economy into a recession to succeed. Between the two sectors we prefer high-yield corporate bonds over bank loans this year from a total return perspective given the sector’s better credit profile and if, as we expect, rate duration cushions performance in a recession. For both sectors, however, we remain cautious and remain focused on finding value in higher quality structures and issuers. For more information, please visit http://www.guggenheiminvestments.com . About Guggenheim Investments Guggenheim Investments is the global asset management and investment advisory division of Guggenheim Partners, with more than $217 billion2 in total assets across fixed income, equity, and alternative strategies. We focus on the return and risk needs of insurance companies, corporate and public pension funds, sovereign wealth funds, endowments and foundations, consultants, wealth managers, and high-net-worth investors. Our 250+ investment professionals perform rigorous research to understand market trends and identify undervalued opportunities in areas that are often complex and underfollowed. This approach to investment management has enabled us to deliver innovative strategies providing diversification opportunities and attractive long-term results. 1. Source: ICE BofA High-Yield Index, Credit Suisse Leveraged Loan Index. 2. Guggenheim Investments assets under management are as of 12.31.2022 and include leverage of $15.2bn. Guggenheim Investments represents the following affiliated investment management businesses of Guggenheim Partners, LLC: Guggenheim Partners Investment Management, LLC, Security Investors, LLC, Guggenheim Funds Distributors, LLC, Guggenheim Funds Investment Advisors, LLC, Guggenheim Partners Advisors, LLC, Guggenheim Corporate Funding, LLC, Guggenheim Partners Europe Limited, Guggenheim Partners Japan Limited, GS GAMMA Advisors, LLC, and Guggenheim Partners India Management. Investing involves risk, including the possible loss of principal. Investments in fixed-income instruments are subject to the possibility that interest rates could rise, causing their values to decline. High yield and unrated debt securities are at a greater risk of default than investment grade bonds and may be less liquid, which may increase volatility. Investors in asset-backed securities, including mortgage-backed securities and collateralized loan obligations (“CLOs”), generally receive payments that are part interest and part return of principal. These payments may vary based on the rate loans are repaid. Some asset-backed securities may have structures that make their reaction to interest rates and other factors difficult to predict, making their prices volatile and they are subject to liquidity and valuation risk. CLOs bear similar risks to investing in loans directly, such as credit, interest rate, counterparty, prepayment, liquidity, and valuation risks. Loans are often below investment grade, may be unrated, and typically offer a fixed or floating interest rate. This material is distributed or presented for informational or educational purposes only and should not be considered a recommendation of any particular security, strategy, or investment product, or as investing advice of any kind. This material is not provided in a fiduciary capacity, may not be relied upon for or in connection with the making of investment decisions, and does not constitute a solicitation of an offer to buy or sell securities. The content contained herein is not intended to be and should not be construed as legal or tax advice and/or a legal opinion. Always consult a financial, tax and/or legal professional regarding your specific situation. This material contains opinions of the author, but not necessarily those of Guggenheim Partners, LLC, or its subsidiaries. The opinions contained herein are subject to change without notice. Forward looking statements, estimates, and certain information contained herein are based upon proprietary and non-proprietary research and other sources. Information contained herein has been obtained from sources believed to be reliable, but are not assured as to accuracy. Past performance is not indicative of future results. There is neither representation nor warranty as to the current accuracy of, nor liability for, decisions based on such information. No part of this material may be reproduced or referred to in any form, without express written permission of Guggenheim Partners, LLC. Media Contact

Guggenheim Partners Investments

35 Investments

Guggenheim Partners has made 35 investments. Their latest investment was in Women's National Basketball Association as part of their Unattributed on February 2, 2022.

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Guggenheim Partners Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/3/2022

Unattributed

Women's National Basketball Association

$75M

Yes

2

9/13/2021

Series A

Rezilion

$30M

Yes

18

6/25/2020

Unattributed VC

SpringHill Company

$100M

Yes

6

10/24/2019

Seed VC

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$99M

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10

9/23/2019

Series B

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$99M

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10

Date

2/3/2022

9/13/2021

6/25/2020

10/24/2019

9/23/2019

Round

Unattributed

Series A

Unattributed VC

Seed VC

Series B

Company

Women's National Basketball Association

Rezilion

SpringHill Company

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Amount

$75M

$30M

$100M

$99M

$99M

New?

Yes

Yes

Yes

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Co-Investors

Sources

2

18

6

10

10

Guggenheim Partners Portfolio Exits

11 Portfolio Exits

Guggenheim Partners has 11 portfolio exits. Their latest portfolio exit was Bold Penguin on January 14, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

1/14/2021

Acquired

$99M

7

11/23/2020

Acquired

$99M

1

9/30/2020

Acquired - II

$99M

1

8/17/2020

Acquired

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$99M

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10

7/19/2017

Acquired

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$99M

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10

Date

1/14/2021

11/23/2020

9/30/2020

8/17/2020

7/19/2017

Exit

Acquired

Acquired

Acquired - II

Acquired

Acquired

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

7

1

1

10

10

Guggenheim Partners Acquisitions

11 Acquisitions

Guggenheim Partners acquired 11 companies. Their latest acquisition was Millstein & Co. on July 11, 2018.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

7/11/2018

Private Equity

$99M

Acquired

2

2/20/2015

$99M

Acquired

1

1/15/2015

$99M

Acquired Unit

1

9/26/2014

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$99M

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10

1/6/2013

Private Equity

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$99M

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10

Date

7/11/2018

2/20/2015

1/15/2015

9/26/2014

1/6/2013

Investment Stage

Private Equity

Private Equity

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Total Funding

Note

Acquired

Acquired

Acquired Unit

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Sources

2

1

1

10

10

Guggenheim Partners Fund History

10 Fund Histories

Guggenheim Partners has 10 funds, including GPIM Fund I.

Closing Date

Fund

Fund Type

Status

Amount

Sources

1/5/2018

GPIM Fund I

Private Debt (Other)

Closed

$2,000M

2

10/6/2017

Guggenheim Corporate Opportunity Fund LP

Diversified Private Equity

Open

$200M

1

8/24/2015

Meburb LLC

Diversified Private Equity

Closed

$183M

1

4/15/2009

Guggenheim Technology Ventures I LP

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$99M

10

8/27/2008

Energy Opportunities Fund

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$99M

10

Closing Date

1/5/2018

10/6/2017

8/24/2015

4/15/2009

8/27/2008

Fund

GPIM Fund I

Guggenheim Corporate Opportunity Fund LP

Meburb LLC

Guggenheim Technology Ventures I LP

Energy Opportunities Fund

Fund Type

Private Debt (Other)

Diversified Private Equity

Diversified Private Equity

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Status

Closed

Open

Closed

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Amount

$2,000M

$200M

$183M

$99M

$99M

Sources

2

1

1

10

10

Guggenheim Partners Partners & Customers

3 Partners and customers

Guggenheim Partners has 3 strategic partners and customers. Guggenheim Partners recently partnered with Wilson Center on October 10, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

10/11/2019

Partner

United States

Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners.

The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol

1

9/10/2014

Partner

United Arab Emirates

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10

6/8/2011

Partner

United States

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10

Date

10/11/2019

9/10/2014

6/8/2011

Type

Partner

Partner

Partner

Business Partner

Country

United States

United Arab Emirates

United States

News Snippet

Wilson Center entrusted with Critical Arctic Documents from Guggenheim Partners.

The partnership 's vision will build upon Guggenheim Partners ' multi-year , foundational Arctic infrastructure research and inventory , and its leading role in developing and executing an Arctic Investment Protocol

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Sources

1

10

10

Guggenheim Partners Team

56 Team Members

Guggenheim Partners has 56 team members, including current Founder, Chief Executive Officer, Mark Walter.

Name

Work History

Title

Status

Mark Walter

Founder, Chief Executive Officer

Current

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Name

Mark Walter

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Work History

Title

Founder, Chief Executive Officer

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Status

Current

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