SOURCE CAPITAL
Direct Lending
5
Raised Funds
50+
Debt Platform Investments
25+
Independent Sponsor Investments
Up to $30 million
Investment per Deal
Equity Co-Investments
Investment Structures
Senior, Unitranche and 2nd-lien
DIRECT LENDING FOR
Lower Middle Market Businesses
Source Capital is focused on providing flexible capital to both sponsor and non-sponsor companies in the lower middle-market. The firm has completed more than 50 debt investments to date, and the team has over 150 years of collective experience sourcing, structuring, and managing such investments.
Investment Types
- Management-backed leveraged buyouts
- Recapitalizations
- Independent sponsor transactions
- Growth capital
- Add-on acquisitions
- Buy and build platforms
- Refinancings
Target Business Profile
- Asset light businesses with strong competitive positions in niche and/or fragmented industries
- Strong regional businesses
- Tech-enabled services and opportunities to develop new products and services
- Opportunity for market consolidation through add-on acquisitions
- Companies with re-occurring revenues, attractive cash flow characteristics and meaningful growth opportunities
Business/ Industrial Services
Niche Manufacturing
Healthcare Services
Value-Added Distribution
Consumer Products and Services
Tech-enabled Services
Transportation Logistics
B2B E-Commerce
SOME OF OUR DIRECT LENDING
Industry Experience
With over 150 years of collective experience sourcing, structuring, and managing investments, our team is well-equipped to provide flexible direct lending capital to a variety of industries. Our expertise allows us to tailor financing solutions to meet the specific needs of each company, ensuring that they can achieve their goals and grow their businesses. We have the knowledge and experience to deliver the right financial solutions. Trust in our team to help you navigate the complexities of the investment landscape and secure the capital you need to succeed.
Hear From Our Partners1
1 The endorsement above was not provided by a current client or investor. Source Capital does not provide compensation for any endorsements, however the entity providing the endorsement receives compensation through a business relationship with Source Capital. Therefore, the entity has an incentive to provide a favorable endorsement.