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Sponsor Finance
Sponsor Finance
Wintrust Sponsor Finance offers financing for private equity firms for their portfolio companies’ acquisition and ongoing operations worldwide.
Financing Solutions
For Private Equity Firms
Financing Solutions
For Private Equity Firms
- Our private equity partners are generally lead investors with control positions within their portfolio companies.
- Target market firms generally have committed funds of $100 million to $1 billion in capital and solid track records of performance and banking relationships.
- Well-capitalized and supported family offices and independent sponsors are also included within the target market.
What Sets
Us Apart
What Sets
Us Apart
The strength of the Wintrust Sponsor Finance team is its flexibility in financing multiple industries and scaling the business.
The strength of the Wintrust Sponsor Finance team is its flexibility in financing multiple industries and scaling the business.
Deal Characteristics
Deal Characteristics
Minimum EBITDA of $3 million
Stable to growing historical cash flows
Industry agnostic: business and education services, health care services, niche manufacturing and distribution, food and beverage, and architecture and engineering.
Transaction Types
Transaction Types
Leveraged buyouts
Refinancings
Dividend recapitalizations
Growth and expansion capital
Add-on acquisitions
Wintrust offers a full suite of banking products that non-regulated finance companies do not, including:
Treasury Management and Banking Services
Revolving and Subscription Lines of Credit
Interest Rate and Derivative Products
International Services
Private Wealth Management Services
Trust, Estate, and Tax-Deferred Exchange Services
Treasury Management and Banking Services
Revolving and Subscription Lines of Credit
Interest Rate and Derivative Products
International Services
Private Wealth Management Services
Trust, Estate, and Tax-Deferred Exchange Services
Treasury Management and Banking Services
Revolving and Subscription Lines of Credit
Interest Rate and Derivative Products
International Services
Private Wealth Management Services
Trust, Estate, and Tax-Deferred Exchange Services
Sponsored
Transactions
Sponsored
Transactions
TRANSACTION
$40,000,000
REFINANCE
Senior Credit Facility
COMPANY
Health care-focused marketing services agency
SPONSOR
Chicago-based sponsor focused on creating long-term value
TRANSACTION
$35,000,000
REFINANCE
Senior Credit Facility
COMPANY
Tech-enabled rewards and recognition solutions provider
SPONSOR
Denver-based sponsor with diversified investment management platforms
TRANSACTION
$24,000,000
REFINANCE
Senior Credit Facility
COMPANY
Full-service engineering firm specializing in the telecommunications and cellphone tower industry
SPONSOR
Chicago-based sponsor that makes control equity investments
TRANSACTION
$15,000,000
REFINANCE
Senior Credit Facility
COMPANY
Diversified, high-quality, early childhood education program
SPONSOR
Chicago-based lower middle market private equity investment firm
Meet
The Team
Meet
The Team
David Wyent
President
Gregory Steve
Senior Vice President
Discover
More
Discover
More
Banking products provided by Wintrust Financial Corp. banks.
Securities, insurance products, financial planning, and investment management services offered through Wintrust Investments, LLC (Member FINRA/SIPC), founded in 1931. Asset management and financial planning services provided by Great Lakes Advisors, LLC. Trust and asset management services offered by The Chicago Trust Company, N.A.
Investment products such as stocks, bonds, and mutual funds are:
NOT FDIC INSURED | NOT BANK GUARANTEED | MAY LOSE VALUE | NOT A DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
