Independent Sponsor

Overview

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
  • 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

Contact:

Brad Bernstein

Managing Director, Head of the Equity Group

Chris Larson

Managing Director - Equity Group

Matt London

Managing Director - Equity Group

Michael Means

Vice President - Equity Group