Private‑Credit Origination & Placement for Sponsor‑Backed Mid‑Caps

Debt Capital Placed with Discipline

Sponsor‑backed companies need certainty of funds and a timetable that holds. We run a structured process: shape the credit story, build a lender set that actually deploys in your bracket, and keep momentum through close. No waste, no drift.

Our team operates as an external debt office for sponsors and portfolio CFOs. We interrogate assumptions, frame covenants that withstand scrutiny, and present a file that allows a credit committee to decide—fast. If the thesis will not clear, we say so up front.

Where We Operate

Transactions with EBITDA from USD 5 million upward, across buyouts, roll‑ups, growth capex and shareholder liquidity events. Sector focus mirrors lender appetite: business services, healthcare services, specialty manufacturing, software, logistics, and consumer niches with demonstrable pricing power.

• Unitranche and stretch senior for primary and add‑on acquisitions
• Second‑lien and mezzanine for dividend recaps or bridge requirements
• Asset‑backed lines on receivables, inventory and equipment
• HoldCo PIK or preferred equity to balance the stack
• Acquisition facilities with delayed‑draw features and accordion options

Typical tickets: USD 10–150 million. Outside that band, the buyer universe narrows; we calibrate outreach accordingly.

Deliverables

• Lender shortlists tailored by mandate size, sector and structure
• Information memorandum that answers credit questions—not marketing slogans
• Model review and covenant grid with headroom mapped under downside cases
• Term sheet negotiation on price, baskets, leakage, MFN and call protection
• Process control: weekly cadence, issue tracking, and ownership of timelines
• Closing support: CP tracker, document coordination, funds‑flow verification

Every contact receives a complete, consistent data room. Respecting lenders’ time accelerates yours.

Screening Standards Before We Move

We test for durable free cash flow—not creative add‑backs. Working capital swings, tax exposures, ESG risks, contingent liabilities: all surfaced early. Sponsor support and follow‑on capacity are assessed and stated clearly. If gaps remain, we address them before outreach.

Process

1 · Kick‑Off & Mandate

Scope, timetable and economics agreed on a single page. Execution starts immediately.

2 · Preparation & Packaging

Model scrubbed, IM drafted, covenant schedule built. Diligence list issued and closed with you—not after the first lender call.

3 · Targeted Outreach

Hand‑picked funds and credit platforms contacted within a week. Intro calls set, NDAs executed, data room live.

4 · Term Sheets & Diligence

Q&A managed, deadlines enforced. Competing proposals compared side by side so trade‑offs on price, structure and controls are transparent.

5 · Documentation & Close

Law firms debate definitions; we hold the commercial line. Conditions precedent tracked to the wire. Cash moves on schedule.

Information Required

• Current model with clear drivers and sensitivities
• Historical financials and management reports
• Use of proceeds and intended exit route (sale, refi, IPO)
• Post‑deal org chart and cap table
• Sponsor track record and fund parameters where relevant

Fees

Pricing is tailored to ticket size, complexity and speed. Contact us for a proposal—clear terms, no hidden economics.

Compliance & Statement of Role

We act as arranger, not lender. We do not underwrite or guarantee fills. All mandates are best‑efforts and subject to diligence, KYC and market appetite. If the market will not clear a structure, you will hear that on day one.