Helping financial sponsors pursue their goals while meeting the complex needs of their portfolio companies, funds, management firm and principals requires a specialized banking approach. To deliver targeted solutions and industry expertise to these unique relationships, we commit a highly qualified team of bankers to serve you with best-in-class service and business insight.


Every sponsor transaction is unique. To help you succeed, we evaluate each opportunity with your long-term goals in mind. We work with all types of sponsor financings including portfolio companies, funds, as well as partners and management, to provide them with industry-specific products and services.

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Portfolio companies

 
  • Working capital, term loan and other credit facilities
  • Cash flow, first-out or asset-based lending
  • Supporting leveraged buyouts, add-on acquisitions, recapitalizations and refinancings
  • Syndication of multi-lender senior debt facilities
  • Total senior secured transactions ranging from $15 million to over $200 million
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Funds

 
  • Capital call lines of credit
  • Subordinated debt
  • Management fee lines
  • Bridge financing: tailored lending to bridge a fund closing or until a permanent debt solution is secured
  • Fund financing ranging from $5 million to over $200 million
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Partners and management

 
  • Partner or general partner co-investment lines of credit
  • Private banking services offering custom lending solutions
  • Advanced wealth strategies combining holistic financial and legacy planning with wealth transfer, entity management and trust services

Recent deals

December 2020

Sole Lead Arranger

$78,000,000

Credit Facility 

Add-on acquisition

2nd platform financed 

November 2020

Participant

$40,000,000

Credit Facility 

Add-on acquisition

3rd platform financed and fund’s servicing bank

November 2020

Sole Lead Arranger

$173,000,000

Credit Facility 

Add-on acquisition

10+ platforms financed and fund’s servicing bank

August 2020

Sole Lender

$75,000,000

Capital Call Facility

Bridge LP capital calls plus platform investment support

5+ platforms financed

Our representative relationships

HCI Equity Partners logo.
Keystone Capital logo.
Madison Industries logo.
Merit Capital Partners.
Mountaingate Capital logo.
Roundtable Healthcare Partners logo.
Trivest.

For more information contact:

Marcus Montanye

President, Sponsor Coverage 
312-564-1254 Opens your phone app.

Steve Remelius

Group Head, Structured Finance
312-564-6974 Opens your phone app.

Andrew Kahlenberg

Group Head, Sponsor Finance
312-564-1340 Opens your phone app.