Portfolio attributes:

• North American based private companies generating between $10 and $75 million of EBITDA
• Market leaders; competitive advantages; barriers to entry; diversified revenue stream; stable end markets, sustainable margins and cash flow; robust infrastructure and systems; strong management teams and sponsorship

Industry focus:

• Business & IT Services
• Consumer Products & Services
• Education
• Financial Services
• Food & Packaging
• General Industrial/Manufacturing
• Healthcare
• Media & Entertainment
• Software & Technology Enabled Services
• Telecommunications

Investment size:

• Evaluating investment sizes from $30 to $150 million

Transaction types:

• Acquisition financings
• Recapitalizations and refinancings
• Management/leveraged buyouts
• Growth capital financings
• Liquidity for existing shareholders, including generational transfers
• Structured finance

Security types:

• Senior secured debt
• Unitranche Loans
• Second lien
• Subordinated debt
• Convertible subordinated debt or preferred stock
• Equity Co-Investments (in conjunction with a junior capital investment)