Lockton closes $600 million term loan and $1.6 billion credit line to strengthen capital structure and support tailored client solutions.
Amount Raised
$600 Million
Round Type
Debt Financing
Kansas CityEmployee BenefitsConsultingRisk ManagementInsuranceInvestors
Description
Lockton has successfully closed a seven-year $600 million term loan and a $1.6 billion revolving credit line. These funds will enhance its capital structure, retire existing corporate debt, and support its independent model. The term loan pricing of SOFR + 200 reflects Lockton's strong credit profile. Major banks including JPMorgan Chase and BofA Securities facilitated this financing.
Quick answer
Lockton raised $600 Million in a Debt Financing round, dated May 7, 2026. Investors: JPMorgan Chase Bank, N.A., BMO Capital Markets, U.S. Bank, Lloyds Bank and BofA Securities. Lockton is based in Kansas City, Missouri, United States.
- How much did Lockton raise?
- Lockton raised $600 Million in a Debt Financing round on May 7, 2026.
- Who invested in Lockton?
- JPMorgan Chase Bank, N.A., BMO Capital Markets, U.S. Bank, Lloyds Bank and BofA Securities are named as investors in this round.
- What does Lockton do?
- Lockton stands apart through its independence, which also makes us better.
- Where is Lockton based and how big is it?
- Lockton is based in Kansas City, Missouri, United States. Fundz records about 13,474 employees.
- Who are the decision-makers at Lockton?
- Fundz holds 2 contacts at Lockton. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
Who else raised in Employee Benefits and Consulting around the same time
Companies in the same sectors as Lockton that raised within 45 days of this round, from Fundz verified event records.
- Counterpart raised $50M (Series C) on April 28, 2026.
- Flora Fertility raised $6.9M (Funding Round) on April 10, 2026.
- Circle8 Group Inc raised $5.6M (Post-IPO Equity) on March 26, 2026.
- WARREN raised $12M (Seed) on June 18, 2026.
- June Health raised $1.9M (Pre-Seed) on June 18, 2026.
- Tugboat raised $3M (Seed) on June 16, 2026.
Who to call at Lockton, and when
A new round usually means Lockton is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Lockton raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Lockton, from your own LinkedIn network
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Related People
Lockton raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
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