Independent Sponsors are playing a growing role in the middle market as more dedicated funds move up market as their AUM grows, leaving a void at the lower end of the middle market. There are now ever increasing capital options available for the independent or fundless sponsors.

We have extensive experience working with Independent Sponsors. We are sensitive to the issues and special challenges unique to Independent Sponsors such as working within a tight deadline to secure capital, seeking to maximize economics (closing fees, management fees and carry or promote) and financing diligence costs with limited resources.

We can reach out and source attractive capital options in a timely manner to comply with the tight time constraints imposed by most LOI’s.

Our cultivated network of capital sources includes: private equity groups, endowments and foundations, insurance companies, pension plans, asset and wealth managers, and large ($1 billion +) single and multi-family offices.

Our work is personalized, highly targeted, and efficient.

Our fees are reasonable and success-based, so that our interests are well-aligned.