Middle market direct lending platform leveraging a credit-intensive model across a range of industries in North America
Billion in AUM
Middle Market Direct Lending
$B
Closed Transactions
%
Deals as Lead/Co-Lead Arranger
A leading provider of financing solutions to middle market borrowers with strong, sustainable cash flows
Over the past two decades and through a variety of cycles, our team has executed more than $10 billion (with over 150 private equity sponsors) in financings and earned a reputation as a valued partner. Targeting senior and junior secured loans, mezzanine securities, and equity co-investments in traditional middle market companies across a wide array of industries.
Strategy Highlights &
Investment Criteria
For Limited Partners
Attractive yields with floating rate upside
Low correlation to broader market volatility
Maintain discipline: return “of” capital, before return “on” capital
Demonstrated underwriting strategy and credit selection methodology
Ability to invest in sponsored and non-sponsored opportunities
Companies with $50M to $500M+ in revenues and $10M to $50M in EBITDA
For Financing Partners
Vertically integrated staffing model where all investment team members participate in all components of origination, execution, and portfolio management
Team offers extensive experience underwriting and syndicating transactions with an exclusive focus on the middle market niche for over 25 years
$10M to $100 investment sizes, with the ability to underwrite over $250M and an intention to hold to maturity
Transaction types include leveraged buyouts, growth capital, mergers & acquisitions, refinancings and recapitalizations
Investment Structures
- Senior secured loans
- Unitranche facilities
- Second lien loans
- Mezzanine debt
- Equity
Portfolio Investments
Invested
Accumen
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Invested
Alpha Media
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Invested
Astrodyne Corp.
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