A LEADER IN LOWER-MIDDLE MARKET LENDING

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Investment Strategy

We focus on creating custom financing solutions, which include revolvers, term loans, and equity co-investments. We can handle longer-term investments because we are supported by a depository funding model.


Financial

  • Profitable private equity sponsored companies with an EBITDA between $3 to $15 million and an EBITDA margin exceeding 10%


Structures

  • Revolvers

  • Classic Senior Term Loans

  • Senior Stretch Facilities

  • Equity Co-Investments


Amounts

  • Credit facilities of $10 to $50 million

  • Hold levels of $10 to $40 million


INDUSTRY Focus

  • Aerospace/Defense

  • Consumer

  • Distribution

  • Healthcare

  • Manufacturing

  • Services

  • Technology


Characteristics

  • Private equity sponsored

  • Family office-owned

  • Proven management team

  • Strong financial performance

  • Sustainable, recurring cash flow

  • Defensible competitive advantages


GEOGRAPHY

  • Based in North America

Total Partnership Approach

An eye for detail does not mean we work slower. Our team’s deep industry knowledge combined with an obsession for efficiency results in a turnaround time of under 72 hours. This swift response time is just one part what we call our Total Partnership Approach™ – a comprehensive methodology that reflects our emphasis on growing relationships rather than just focusing on the number of transactions.

 
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Our resources, experience, and proven approach make us a true partner in private equity. We invite you to learn more about us from the private equity sponsors who have counted on us.

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