Your Value-Added Capital Partner for Middle Market Growth and Private Equity
This capital provider stands ready as a leading value-added capital provider for business owners, intermediaries, and private equity financial sponsors seeking flexible and reliable financing solutions. With a proven track record and a diverse range of investment offerings, they have established themselves as trusted partners in the middle market.
A Publicly Traded Powerhouse with a Deep History
They are a publicly traded investment company brings stability and transparency of public markets to private capital investments. With over $20 billion invested across nearly 500 cumulative investments, the firm boasts a significant presence in the middle market private credit and private equity landscape.
Their longevity, with over 20 years of experience, and the expertise of its management team at (with a 36-year history), provide a solid foundation for its investment strategies. This experience translates into a deep understanding of market dynamics and an ability to navigate complex transactions.
A Broad Investment Focus
Their investment focus is strategically targeted towards middle market companies with up to $150 million in EBITDA. With an investment size ranging from $10 to $150 million per transaction, the firm offers a flexible approach to meet the diverse needs of its partners.
The firm’s ability to participate in sole, agented, club, or syndicated deals demonstrates its adaptability and willingness to collaborate. Furthermore, their reach extends across the United States and Canada, and it maintains broad industry coverage, catering to a wide range of businesses.
Comprehensive Investment Structures
They offer a comprehensive suite of investment structures, including:
- 1st Lien Senior Debt: Providing senior secured financing with a priority claim on assets.
- 1st Lien Senior Unitranche / Last Out Debt: This offers a simplified debt structure with a single loan.
- 2nd Lien Senior Debt: Providing subordinated debt with a secondary claim on assets.
- Convertible Debt: Offering debt that can be converted into equity.
- Private Equity: Investing directly in the equity of companies.
- One-Stop Debt and Equity: Providing a combination of debt and equity financing.
This diverse range of investment structures allows them to tailor solutions to specific transaction requirements, ensuring optimal capital structures for its partners.
Addressing Diverse Investment Situations
They actively participate in a variety of investment situations, including:
- Senior and secured loans for private equity sponsors: Supporting sponsor-backed acquisitions and growth initiatives.
- Senior and secured loans for non-sponsor-owned companies: Providing capital to businesses seeking growth or refinancing.
- Acquisitions (platform and tuck-in): Financing the acquisition of new businesses or add-on acquisitions.
- Refinancings: Providing capital to refinance existing debt.
- Recapitalizations: Restructuring a company’s capital structure.
- Growth financings: Supporting organic growth initiatives and expansion plans.
- Real estate financings/investments: Providing capital for real estate acquisitions and development.
Real Estate Transactions
- Common Equity
- Preferred Equity
- Mezzanine
- Senior First Mortgage
Target Asset Types:
- Multifamily and residential
- Student housing
- Self-storage
- Skilled nursing, assisted living, and rehabilitation centers
- Industrial and logistics
- Triple net lease
- Other selected real estate sectors
Middle Market Transaction Structure
- Senior and secured loans
- Mezzanine
- Equity
Provide Capital For:
- Acquisitions (platforms and add-ons)
- Refinancings
- Recapitalizations
- Later-stage growth
- Capital expenditures
Credit Focus:
- Stable operating history
- Strong market and competitive position
- Experienced management
Structured Credit
Focused on non-mortgage structured credit asset-backed securities, and outsized yield and low correlation relative to other fixed income strategies.
Collateral Types:
- Senior and secured loans
- Auto loans
- Consumer loans
- Small business loans
Strategic Advantages:
- Collateralized assets with structural protection
- Historically higher yields and lower defaults than corporate loans
- Diverse underlying portfolios
- Resilient to interest rate changes
Why Choose This Capital Provider?
- Experienced and Responsive Team: They boast a team of nearly 150 professionals dedicated to providing exceptional service and timely execution.
- Flexible Capital Solutions: The firm offers a wide range of investment structures and sizes to meet diverse needs.
- Partnership Approach: They are committed to building long-term relationships with its partners, working collaboratively to achieve shared goals.
- Significant Resources: With over $8 billion in assets and available capital, they have the financial strength to support substantial investments.
Contact Us Today
If you are a business owner, intermediary, or private equity financial sponsor seeking a value-added capital partner, contact us to explore how their expertise and resources can help you achieve your goals.
