Independent Sponsor Finance

The Independent Sponsor Finance vertical focuses on providing comprehensive “one-stop” solutions for independent sponsors seeking both debt and equity financing for acquisitions and recapitalizations. Monroe offers independent sponsors an efficient path for raising capital and a high degree of certainty in completing transactions. Monroe represents an excellent strategic partner capable of funding future growth while utilizing the most flexible, cost-effective capital structures. The team seeks to partner with independent sponsors with a proven track record of creating realized equity value. Our independent sponsor initiative combines Monroe’s rich history as a premier leverage lender with the extensive investing experience of seasoned private equity professionals.

INVESTMENT CRITERIA

Company Criteria

·  EBITDA of $3 million and greater
·   Historical & projected growth
·   Solid industry fundamentals
·   Diversified customer base

Transaction Criteria

·   
Control or minority investments
·   $10+ million in enterprise value
·   $2+ million in Monroe equity per transaction
·    Monroe to provide senior debt


MONROE CAPITAL ADVANTAGE

"One-Stop” Debt & Equity Solutions

        Efficient and cost-effective path for independent sponsors looking to raise both debt & equity capital

Attractive Sponsor Economics

        Monroe offers independent sponsors with preferable economics (closing fees, annual management fees and promote structures)

Attractive Sponsor Governance

        Flexible governance that preserves the ability for independent sponsors to retain control

For more information on our independent sponsor vertical, view our brochure:


Contact a member of our Independent Sponsor Finance team today:

Brad Bernstein
Managing Director
Head of the Equity Group
(312) 568-7812 bbernstein@monroecap.com

Chris Larson
Managing Director

Equity Group
(312) 568-7881
clarson@monroecap.com

Zia Uddin
Managing Director & Partner
Portfolio Manager
(312) 523-2374
zuddin@monroecap.com