Private equity sponsors have come to value the advantages that non-bank lenders have over more traditional, commercial banks. Portfolio Advisors works closely with mid-market sponsors on customized financing solutions tailored to the specific needs of each borrower. The firm focuses on companies with more than $10 million of EBITDA and typically commits $10-75 million per transaction.
Our active partnerships across the sponsor community regularly generate high-quality private credit deal flow, with financing opportunities across the capital structure, including senior credit, unitranche, second lien, traditional mezzanine and access to the secondary market. We help investors to access these opportunities through a range innovative products and custom solutions, including:
Private Credit Funds
Dedicated pools of capital that specifically address different credit risk/reward profiles within the private lending market
Separately Managed Accounts
Ability to construct customized portfolio of loans on a discretionary or non-discretionary basis tailored to suit a client's specific objectives
Insurance-focused solutions
Portfolio of senior private credit assets utilizing a structure to help reduce regulatory capital charges
Portfolio Advisors, LLC is a registered investment adviser under the Investment Advisers Act of 1940, as amended. Registration with the SEC as an investment adviser does not imply a level of skill or training. The information on this site is intended solely for the benefit of firms and companies seeking private equity investment capital by providing general information on our services and philosophy. The material on this site is for information purposes only and does not constitute an offer or solicitation to purchase any investment solutions or a recommendation to buy or sell a security nor is it to be construed as investment advice. Additionally, the material on this site does not constitute a representation that the solutions described therein are suitable or appropriate for any person.
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