A national record of lower middle market ownership transitions, the verified independent sponsors that have bought companies like them, and the capital observed financing those deals. Facts, inferences and estimates are labelled as such, with the source and the date, on every row.

Capital

Who has financed independent sponsors, by what the announcements named

Every provider seen beside an independent sponsor on an announced deal, with the sponsors it financed, the roles the announcement named, and the first and latest dates. Observed, never claimed: a provider is here because a deal announcement put it there. Counts undercount, because most come from lenders' own archives.

60 rows · 125 in the list
Greyrock Capital GroupLender, observed27Altus Capital Partners, Inc. (7), Centergate Capital (5), Edgewater Capital Partners (5), Chaver Capital Partners (3) and 23 more
Stellus Capital ManagementLender and equity co-investor, observed27Palm Peak Capital, LLC (3), Bv Investment Partners, L.P. (3), Catchment Capital, L.P. (2), Clarion Capital Partners, LLC (2) and 23 more
Tecum CapitalLender and equity co-investor, observed23Columbia River Partners (3), Valley Ridge Investment Partners (3), Expedition Capital Partners (3), Glen Oaks Capital (2) and 19 more
Abacus Finance Group, LLCLender and equity co-investor, observed16LongueVue Capital (4), Achieve Partners (2), LFM Capital (2), Harbour Group (2) and 12 more
Midwest Mezzanine FundsLender, observed14Ancor Capital Partners (3), Strength Capital Partners (3), Onward Capital (3), Caymus Equity Partners, LLC (2) and 10 more
Merit Capital PartnersLender and equity co-investor, observed13Aiglon Capital Management (4), Six Pillars Partners (3), Fulton Capital (2), Merit Capital Partners (2) and 9 more
Capitala GroupLender and equity co-investor, observed10Boyne Capital (2), Battle Investment Group, LLC (2), Summit Park (2), Exeter Street Capital Partners and 6 more
Ironwood CapitalLender and equity co-investor, observed7Crescendo Capital Partners (2), Valley Ridge Investment Partners (2), Expedition Capital Partners (2), Clarendon Capital, LLC and 3 more
Cyprium PartnersLender and equity co-investor, observed5Bochi Investments (2), House Rock Capital Partners (2), Salt Creek Capital, Empeiria Capital and 1 more
Spring Capital PartnersLender and equity co-investor, observed5Bochi Investments, Full Guard Capital, Hampton River Holdings and Telson Capital, LLC, Stonebridge Partners LLC and 1 more
Genesis ParkLender and equity co-investor, observed3Breakwater Management, LP (2), Prodos Capital, Exaltare Capital Management
Merion Investment PartnersLender and equity co-investor, observed3Momentum Holdings (2), Hampton River Holdings and Telson Capital, LLC, Stewart Capital and Hadley Capital
Everside Capital Partners, LLCEquity co-investor, observed3Columbia River Partners (2), CQL Capital, Cornerstone Capital Partners
Centerfield Capital PartnersLender, observed3Valley Ridge Investment Partners (2), Six Pillars Partners, Expedition Capital Partners
Trivest PartnersEquity co-investor, observed3LP First Capital (2), Queens Court Capital Management, Queens Court
SharpVue CapitalEquity co-investor, observed3Prodos Capital, Bochi Investments, Glen Oaks Capital
Brookside Capital PartnersLender and equity co-investor, observed3CQL Capital, Valesco Industries, Stonebridge Partners LLC
Align CollaborateEquity co-investor, observed3Right Angle Partners, LP First Capital, IX Capital Partners
Newspring MezzanineLender, observed3Roebling Capital Partners, Crescendo Capital Partners, Onward Capital
Modern BankLender, observed3Crescendo Capital Partners, ASGARD Partners & Co., Exaltare Capital Management
F.N.B. Capital Partners (Tecum)Lender, observed3Zorro Capital LLC, Weinberg Capital Group, Inc., D'Orazio Capital Partners, LLC
FirmamentLender and equity co-investor, observed2Expedition Capital Partners (3), ASGARD Partners & Co.
Star Mountain CapitalEquity co-investor, observed2Promise Holdings (2), CQL Capital
Petra Capital PartnersLender, observed2Valley Ridge Investment Partners (2), Six Pillars Partners
NorthCreek MezzanineLender, observed2Strength Capital Partners (2), Hastings Equity Partners, LLC
Caprice Capital PartnersLender and equity co-investor, observed2Shadow Lake Partners, LLC (2), Avian, LLC
Peninsula Capital Partners, L.L.C.Lender and equity co-investor, observed2Fox-3 Partners (2), Burlington Medical, LLC
First Commonwealth BankLender, observed2Glen Oaks Capital, NCK Capital
Five Points Capital, Inc.Equity co-investor, observed2Exeter Street Capital Partners, Glen Oaks Capital
Main Street Capital CorporationLender, observed2Main Street Capital Corporation, Boyne Capital
Source Capital, LLCEquity co-investor, observed2Cornerstone Capital Partners, Lockeland Capital Partners
Balance Point CapitalCapital provider, observed on deals2Forward Consumer Partners, LLC, Inverness Graham Investments, Inc.
Parkway CapitalLender, observed2Crescendo Capital Partners, Stonebridge Partners LLC
Centre PartnersEquity co-investor, observed1LP First Capital (12)
Thompson Street Capital PartnersEquity co-investor, observed1Onward Capital (4)
Muzinich & Co., Inc.Lender, observed1Crescendo Capital Partners (3)
Callodine Strategic CreditLender, observed1Crescendo Capital Partners (3)
First Merchants BankLender, observed1Crescendo Capital Partners (3)
Enterprise Bank & TrustLender, observed1Columbia River Partners (3)
New State Capital PartnersEquity co-investor, observed1Amethyst Capital Group, LLC (2)
Lightview Capital, LLCEquity co-investor, observed1Glass Lake Holdings (GLH) (2)
FNB MezzanineLender, observed1Full Guard Capital (2)
Oxer Capital, Inc.Lender, observed1Full Guard Capital (2)
Salem Investment PartnersLender, observed1Full Guard Capital (2)
S&T BankLender, observed1Breakwater Management, LP (2)
Highland BankLender, observed1Borgman Capital (2)
LongWater OpportunitiesLender, observed1Caymus Equity Partners, LLC (2)
Prospect CapitalLender, observed1Inlet Road Capital Management (2)
Hilltop Opportunity PartnersCapital provider, observed on deals1Casla Partners (2)
Associated BankLender, observed1Borgman Capital (2)
CNB BankLender, observed1Valley Ridge Investment Partners (2)
O2 Sponsor FinanceLender, observed1Prospect Partners (2)
Trinity InvestorsEquity co-investor, observed1Akoya Capital Partners (2)
Unity HuntCapital provider, observed on deals1Columbia River Partners (2)
Spell Capital Partners, LLCSEC ERA1Columbia River Partners (2)
Delos CapitalEquity co-investor, observed1Amalgam Capital (2)
Caltius Structured CapitalLender, observed1Stonebridge Partners LLC (2)
Landon CapitalLender and equity co-investor, observed1Valley Ridge Investment Partners (2)
People's United BankLender, observed1Valley Ridge Investment Partners (2)
Truist FinancialLender, observed1Expedition Capital Partners (2)
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