First Brands Group

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First Brands Group
Company typePrivate
Industry Automotive aftermarket
PredecessorCrowne Group
Founded2013;12 years ago (2013)
Founder Patrick James
Headquarters,
Area served
Worldwide
Key people
Charles Moore (CEO)
Products Wiper blades
Spark plugs
Brake components
Oil filters
Brands Trico
FRAM
Raybestos
Autolite
Owner Patrick James
Website firstbrandsgroup.com

First Brands Group is an American auto parts company based in Cleveland, Ohio. It owns brands such as Trico, FRAM, Raybestos, and Autolite.

Contents

First Brands was founded by an Indian-American businessman Patrick James who is also the owner of the company.

History

2013–2025: Early years, acquisitions, and growth

First Brands Group was founded in 2013 in Ohio by James as Crowne Group, and was rebranded as First Brands Group in 2020. [1] [2] James bought Trico, a manufacturer of windshield wipers and, using debt, acquired numerous auto parts manufacturers, some 24 in total according to the company website. [2] In August 2020, they acquired brakes manufacturer Raybestos. They own filters maker FRAM, and the Autolite brand of spark plugs and ignition wire sets.

2025–present: Bankruptcy

In September 2025, First Brands filed for Chapter 11 bankruptcy protection in Texas, after substantial losses in revenue, and due to creditor concern over liabilities of $10–50 billion against assets of $1–10 billion, funded by "opaque off-balance sheet financing". [2] [3]

On October 8, 2025, UBS announced that they would be investigating First Brands' bankruptcy case. UBS claimed that they had exposure of more than $500 million from First Brands' bankruptcy through agreements towards supply chain financing. [4] That same day, Katsumi Global claimed that First Brands owed them $1.7 billion. [5] Jefferies Group also ended up being exposed to First Brands' bankruptcy case, claiming that Leucadia Asset Management, a fund managed by the company, held $715 million in receivables linked to First Brands. Jefferies also accused First Brands of failing to make payments from obligators of Point Bonita Capital, managed by Leucadia. Analysts at Morgan Stanley predicted that Jefferies is expected to lose over $40 million as a result of the bankruptcy case. [6]

On October 9, it was reported that First Brands would be facing a federal criminal investigation by the United States Department of Justice after discovering over $2.3 billion went missing. They accused the company of "double-pledging its trade receivables to third-party investors." [7] Raistone, a creditor of First Brands, claimed that the $2.3 billion "vanished" from the company. [8] Later that day, a joint venture between Norinchukin Bank and Mitsui & Co. claimed that $1.75 billion was exposed to First Brands, stating that they extended trade financing to the company. [9]

On October 10, Patrick James announced that he would be discussing the possibility of stepping down as CEO of the company. [10] On October 12, 2025, Jefferies claimed that they would see limited impact from the bankruptcy of First Brands and that any potential losses would easily be manageable following a significant share loss in its stock. [11] On October 13, 2025, James resigned as CEO and announced that Charles Moore, CFO of the company, would replace him as CEO. James also announced that his brother, Edward James, would be resigning from his senior position with the company. [12]

On October 13, Morningstar DBRS published a research note discussing the credit implications of First Brands' bankruptcy for trade credit insurers and reinsurers. According to the credit rating agency, "the collapse of First Brands is likely to become a real-world stress test for the trade credit ecosystem at the intersection of insured receivables and private credit." [13] Morningstar DBRS' initial base case for total insured losses linked to First Brands' receivables program is in the range of $300–600 million, which Morningstar DBRS believes should remain manageable for the sector (i.e., an earnings event with no capital strain). In its adverse scenario, Morningstar DBRS "anticipate[s] broader claims recognition, reserve strengthening, and total losses potentially exceeding $1 billion across trade credit insurers and reinsurers." For the broader TCI market, Morningstar DBRS "expect[s] a general repricing of receivables associated with highly leveraged insureds and complex supply chain finance structures." More recently, Morningstar DBRS stated that "insurers' decisions to maintain near-record exposure levels therefore signals confidence in risk selection and reinsurance protection. Still, it also heightens the potential for loss volatility should a global trade contraction or major bankruptcy trigger correlated claims." [14]

Role of non-bank lenders

One early provider of financing was Greensill Capital, which from 2015 extended tens of millions of dollars of funding linked to invoices issued by Crowne Group, a holding company controlled by James. [15] Greensill later collapsed in 2021 amid its own scandal, prompting scrutiny of supply-chain finance generally. [15] Even after that failure, James raised additional billions of dollars, largely from private credit firms that marketed such "asset-backed" lending as comparatively low risk. [15]

Supply chain and invoice lenders often dealt primarily with James’s older brother, Ed James, who served as First Brands’ key contact for "working capital solutions". [15] The group’s funding structures connected it to several major financial institutions. UBS’s Chicago-based hedge fund unit O’Connor acquired a stake in Raistone, a technology platform that facilitated supply-chain finance for First Brands, and also purchased First Brands-linked invoices directly, as did a joint venture between Mitsui & Co. of Japan and Norinchukin Bank. [15]

Jefferies was also involved through Point Bonita Capital, a private credit fund focused on invoice finance that told investors it conducted detailed research and credit analysis. [15] Onset Financial, a Utah-based lender, later said it had amassed about $1.9 billion of exposure to First Brands’ inventory-backed debt by the time of the company’s bankruptcy. In a public case study apparently referring to First Brands, Onset acknowledged that it had provided funding even though a recent reorganisation made it difficult to obtain a clear financial picture.

Regulatory filings indicated that lenders often earned double-digit yields on First Brands’ off-balance-sheet invoice and inventory facilities. [15] Some investors in funds that participated in these structures later said they were unaware of the extent of their exposure to James’s companies. [15] Firms such as UBS O’Connor and Point Bonita argued that the credit risk was tied primarily to large corporate customers named on invoices, including Walmart. After the bankruptcy, however, Raistone and Point Bonita disclosed that payments had been routed to them through First Brands rather than directly from the customers. [15]

Several asset-backed finance specialists have stated that they declined to transact with First Brands, or reduced existing credit lines, when the company failed to provide requested documentation or explanations. Some potential lenders reported that they received unsatisfactory answers when querying its financial statements and observed that its reported margins significantly exceeded those of comparable peers. [15] One lender recalled that when he explained to Ed James that his team would need to inspect warehouse inventory against stock records for a proposed deal, he was told: "We don’t let lenders into the warehouse." [15]

Corporate structure and leadership

By the 2020s, James controlled an international auto-parts conglomerate with an enterprise value in the billions of dollars. He rebranded his holdings as First Brands Group and recruited senior executives with extensive connections to leading Wall Street lenders. [15]

In 2021 Michael Baker, a Canadian lawyer who had spent the previous decade as a partner at the law firm Paul Hastings and was regarded as one of the United States' most prominent corporate debt attorneys, joined First Brands as chief corporate strategy officer. [15] Baker also became a trustee of the Sandor Foundation, a non-profit organisation created by James and his wife Elizabeth in 2005. The foundation has focused its giving primarily on Catholic-affiliated institutions. [15]

References

  1. "Case Summary: First Brands Group Chapter 11". Bondoro. October 6, 2025. Retrieved October 12, 2025.
  2. 1 2 3 Helmore, Edward (October 10, 2025). "First Brands: why a maker of spark plugs and wiper blades has Wall Street worried". The Guardian. ISSN   0261-3077 . Retrieved October 12, 2025.
  3. Smith, Robert; Allaj, Ortenca; Pollard, Amelia; Platt, Eric (September 29, 2025). "First Brands files for bankruptcy, threatening multibillion-dollar losses". Financial Times. Retrieved October 12, 2025.
  4. "UBS examines hit to funds from $500 million First Brands exposure". Reuters. October 8, 2025. Retrieved October 13, 2025.
  5. Basquill, John (October 9, 2025). "Katsumi owed over US$1.7bn from First Brands bankruptcy". GT Review. Retrieved October 13, 2025.
  6. Saini, Mayna (October 8, 2025). "Jefferies discloses fund exposure to bankrupt First Brands, shares fall". Reuters. Retrieved October 13, 2025.
  7. Gladstone, Alexander; McElhaney, Alicia (October 9, 2025). "Bankrupt Auto Supplier First Brands Faces Criminal Investigation". The Wall Street Journal. Retrieved October 13, 2025.
  8. Tanna, Shivani (October 9, 2025). "First Brands' creditor says $2.3 billion 'simply vanished', seeks probe". Reuters. Retrieved October 13, 2025.
  9. Garcia Perez, Irene; Randles, Jonathan; Uranaka, Taiga; Maekawa, Yusuke (October 9, 2025). "First Brands Exposure of $1.75 Billion Hits Norinchukin JV". Bloomberg. Retrieved October 13, 2025.
  10. Basu, Reshmi (October 10, 2025). "First Brands' Elusive CEO Weighs Stepping Down as Pain Grows". Bloomberg. Retrieved October 13, 2025.
  11. "Jefferies expects limited fallout from First Brands' bankruptcy". Reuters. October 12, 2025. Retrieved October 13, 2025.
  12. "First Brands CEO James resigns amid bankruptcy process; turnaround expert in charge". Reuters. October 13, 2025. Retrieved October 13, 2025.
  13. "First Brands' Bankruptcy Tests Coverage Boundaries in Trade Credit Insurance". Morningstar DBRS. Retrieved October 15, 2025.
  14. "When Trade Flows Falter: How Procyclicality Affects Trade Credit Insurance During Economic Downturns". Morningstar DBRS. Retrieved November 25, 2025.
  15. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 Smith, Robert; Aliaj, Ortenca; Platt, Eric. "The secretive First Brands founder, his $12bn debt and the future of private credit". Financial Times.