Flexible Capital for Lower-Middle Market Sponsors
Senior secured NAV loans and preferred equity for lower-middle market sponsors, structured collaboratively and underwritten with discipline.
Our Approach
Strategy Overview
Investment Parameters
Deal Size & Structure
Senior-secured NAV loans and preferred equity in $10MM to $30MM facilities, lent to the fund, GP, or management company.
Terms & Pricing
Facilities carry 2–4 year maturities and 12–18%+ coupons with minimum MOICs, featuring flexible terms (Cash/PIK, delayed draws, etc.).
Borrower Profile
We partner with LMM sponsors under $1B AUM across buyout, growth, and specialty strategies, along with family offices and holding companies.
Use of Proceeds
Proceeds support platform and add-on acquisitions, portfolio company growth capital, GP-level needs and commitments, liquidity solutions, and balance sheet refinancings.
$30MM NAV Loan to LMM Buyout Fund
Business services/industrials sponsor pursuing value-oriented control equity investments. Its 8-person team has deployed capital across 15 platform companies and 50+ add-ons.
$62MM NAV Loan to Healthcare Sponsor/HoldCo
Family office-backed multi-billion-dollar holding company across financial services, healthcare, real estate, and technology. Its 14-person healthcare team has completed 8 deals and 150+ tuck-in acquisitions.









