Senior Lending
Senior Lending
Sagard Senior Lending is a direct lending strategy focused on middle-market companies across the U.S. and Canada. It provides senior debt to public and private middle-market companies to help fund growth, implement M&A, refinance existing debt, recapitalize businesses and undertake other strategic initiatives.
Sagard Senior Lending is a direct lending strategy focused on middle-market companies in North America. It provides senior debt to public and private middle-market companies to help fund growth and other strategic initiatives, targeting a 9–11% gross unlevered return (7-9% net return).
Investment approach and value proposition
Our differentiation
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions that provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation expertsSeasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystemOffering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
- Proprietary origination channels and transaction sourcing via the broader Sagard ecosystem
- Offering a range of first-lien credit solutions which provide flexibility for borrowers to grow while also ensuring capital preservation
- Ability to leverage a global network of investors, commercial partners, advisors, and value creation experts
- Seasoned investment team with experience across industries and economic cycles
Our differentiation
Our differentiation
Our differentiation
- Proprietary first lien solutions to Canadian and US middle market companies
- Dynamic and rigorous investment process that leads to the evaluation of approximately 500 investment per year
- A global network of investors, commercial partners, advisors, and value creation experts
- Stress testing and risk analysis to ensure consistent income and capital preservation
- Seasonedinvestment team withs experience across economic cycles
Investment criteria
Investment criteria
- Canadian, U.S. and Australian middle-market companies with EBITDA of $10-50M
- Lend in sectors including healthcare, financial services, technology, industrials and business services
- Financing sizes of $15-200M
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loansUsual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structureCash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 millionFirst-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 millionLend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
- Canadian, US and Australian middle-market companies with EBITDA of $10-50 million
- Lend in sectors including but not limited to Healthcare, Financial Services, Technology, Industrials and Business Services
- Financing sizes of $15-200 million
- First-lien priority in capital structure
- Cash flow and asset-based loans
- Usual and customary financial covenants
Investment criteria
Investment criteria
Investment criteria
- Canadian and US middle market companies with EBITDA of $10-50 million
- Financing sizes of $10-200 million
- Public, founder/entrepreneur-led, family-owned businesses
- Companies with good returns on invested capital and free cash flow generation
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