Terry Suzuki Appointed Head of New ORIX Group USA & Europe Business Unit

Key Terms

tender offer financial

A tender offer is a proposal made by a person or company to buy shares from existing shareholders at a set price, usually higher than the current market value, within a specific time frame. It matters to investors because it can lead to a change in ownership or control of a company, and shareholders must decide whether to sell their shares at the offered price.

Two-Step Acquisition financial

A two-step acquisition is a deal structure where a buyer first offers to purchase a large portion of a company’s outstanding shares directly from shareholders, and then completes the transaction by merging the remaining shares into the buyer. For investors this matters because it gives a choice to sell early for a set price or stay and be folded into the merger, affects the timing and certainty of getting paid, and can influence taxes and the final value received—like being offered cash for most items at a garage sale, then picking up whatever’s left later.

shareholders' equity ratio financial

The shareholders' equity ratio measures how much of a company's assets are funded by the owners rather than by creditors, calculated by dividing owners' stake (equity) by total assets. It matters to investors because a higher ratio means the business relies less on borrowed money and has a bigger cushion to absorb losses—think of it as the portion of a house you truly own versus the part still covered by a mortgage, which affects financial safety and risk.

debt-to-equity ratio financial

Debt-to-equity ratio shows how much a company relies on borrowed money compared with the owners’ funds; think of it as the amount of debt owed for every dollar of owner’s savings. Investors use it to judge financial risk and flexibility — a higher number means more borrowing and potentially greater interest burden or vulnerability in downturns, while a lower number suggests a more conservative, less risky balance sheet.

restricted-share issuance financial

Restricted-share issuance is when a company gives stock that can’t be sold or transferred for a set time or until certain goals are met, often used for executives, employees, or investors. It matters to investors because these shares increase the total supply and can dilute existing ownership once they become tradable, and they also signal how management is being tied to long‑term performance—like paying with coupons that only become cashable later.

in-kind contributions financial

In-kind contributions are non-cash assets or services provided to a company or project instead of money — for example equipment, inventory, professional services, or shares. For investors, they matter because they change what a business owns and owes without affecting its cash balance, which can affect valuation, reported expenses, ownership stakes or future cash needs; think of receiving a useful tool instead of a check, which helps operations but may be harder to convert to cash.

Monetary Grant financial

A monetary grant is a sum of money given to an organization or project that does not need to be repaid and does not give the giver ownership or equity. Think of it as a targeted gift or award that boosts cash on hand for research, operations, or development while often coming with conditions on how the funds are used. Investors care because grants can extend a company’s runway, reduce the need for dilutive funding, and signal external validation, but they may also carry reporting requirements or usage limits.

tendered financial

Tendered means that a shareholder or holder has submitted their shares or securities in response to an offer, such as a buyout bid or exchange proposal. Think of it like handing over your tickets in exchange for cash or new tickets; the number of shares tendered shows how many people accept the deal, which determines whether the offer succeeds and can materially affect the price investors receive and the company’s future control.

NEW YORK--(BUSINESS WIRE)-- ORIX Corporation USA (“ORIX USA”), the U.S. investment and asset management arm of ORIX Group, announced that President and CEO Terry Suzuki has assumed the role of Senior Managing Executive Officer of ORIX Corporation and is responsible for ORIX Group’s USA & Europe Business Unit, in addition to his current role at ORIX USA. The establishment of the USA & Europe Business Unit is part of ORIX Group’s new organizational structure designed to accelerate progress toward its 2035 long-term vision and financial goals.

In this expanded role, Suzuki will play a key role in advancing ORIX Group’s global Asset Management strategy across the U.S. and Europe, working in close alignment with the leaders of ORIX Europe Group companies, including Karin van Baardwijk, CEO of Robeco and Group Executive of ORIX Corporation, to identify cross-regional synergies and drive the continued growth of the asset management platform. Suzuki will also work closely with ORIX U.K. leadership to support their business plans and strategic objectives, including the establishment of a resource-sharing framework to identify new opportunities across the organization.

“I am excited to lead the USA & Europe Business Unit, the formation of which highlights the critical importance of our regional origination capabilities, as well as our Asset Management division, including ORIX USA, in achieving ORIX Group’s long-term goals,” said Suzuki. “Over the past several years, ORIX USA has achieved a business transformation by expanding our third-party capital base and evolving our balance sheet business into a robust asset manager for LPs around the world. Bringing together the strengths of our asset management platform as well as our business development teams across the U.S., U.K. and Europe will enable us to identify new opportunities, deepen collaboration, diversify our balance sheet investments and enhance the value we deliver to our clients.”

To support the newly established business, Ikuo Nakamura, Executive Officer of ORIX Corporation, has joined the USA & Europe Business Unit, with responsibility for ORIX USA. He will be based in ORIX USA’s New York office and report to Suzuki and serve as a member of the ORIX USA Executive Committee.

These changes are part of ORIX Group’s new global structure, which is organized into three business units: Japan & APAC, Infrastructure and USA & Europe. These business units are supported by five global corporate functions: Digital Innovation, Corporate Strategy and Management, HR and Administration, Risk Management and Legal and Compliance.

About ORIX Corporation USA
Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today. With a specialization in private credit, real estate, and private equity solutions for middle-market focused borrowers and investors, we combine our robust balance sheet with funds from third-party investors, providing a strong alignment of interest. ORIX USA and its subsidiaries — Hilco Global, ORIX Advisers, ORIX Capital Partners, Signal Peak Capital Management, Boston Financial, Lument, Real Estate Capital, and NXT Capital — have approximately 2,100 employees across the U.S. and have $94.4 billion in assets*, which includes $43 billion in assets and commitments, in addition to $51.4 billion in servicing and administering assets, as of September 2025. Our parent company, ORIX Corporation, is a publicly owned international financial services company with operations in 30 countries and regions worldwide. ORIX Corporation is listed on the Tokyo Stock Exchange (8591) and New York Stock Exchange (IX). For more information, visit www.orix.com.

*As of September 30, 2025. Includes $51.4 billion in servicing and administering assets, in addition to $43 billion in funded assets and unfunded commitments across proprietary capital, third-party capital and strategic partners investing in ORIX USA’s private credit, real estate and private equity businesses. Unfunded commitments are based on a contractual commitment or an expected commitment for an established program based on ORIX USA Group’s understanding.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260102892417/en/

Media Contact

Remy Marin

Pro-ORIX@prosek.com

Source: ORIX Corporation USA