Private Credit

Leaders in middle market private credit

$16B

in AUM

65+

Investment Professionals

1,600+

Investments

$50B+

Committed

Our Private Credit Strategies:

Direct Lending

Junior Debt

Direct Lending

Apogem Capital has over two decades of experience providing senior financing to private equity sponsors to meet their financing needs. Through a range of cash flow-based financing solutions, we provide sponsors and their portfolio companies custom financing solutions for leveraged buyouts, recapitalizations, add-on acquisitions, and growth capital.

For clients, Apogem’s deep sponsor relationships drive access to deal flow and yield generating assets with downside protection. Our experienced investment teams currently manage more than $13.5 billion and have completed over 1,400 transactions since 2001 through a proven underwriting process with a strong credit focus. We have deep knowledge across Apogem through a dedicated general industries team in addition to specialized teams focused on healthcare, insurance & financial services, and software & technology services.

We offer a range of investment options, including levered and unlevered senior loan funds, custom accounts, and CLOs.

Apogem’s direct lending strategy typically targets:

  • Cash flow-based loans, including senior term loans, delayed draw term loans, revolving loans, and unitranche loans
  • First lien senior secured loans with financial covenants
  • Middle market, private equity-owned businesses with at least $3.5 million in EBITDA
  • Market leading companies with a long and stable operating history and strong value proposition
  • Companies with significant free cash flow generation and less cyclical demand drivers
  • Investments alongside proven sponsors with the means and experience to provide operational, strategic, and financial support

Junior Debt

Apogem Capital has over three decades of experience offering junior debt solutions to meet the financing needs of leading sponsors. Our junior debt program provides clients an opportunity to invest in a diversified portfolio of cash pay subordinated debt and associated equity securities or warrants in companies alongside top-tier sponsors. Our established and powerful sourcing platform and highly selective approach has historically resulted in consistently attractive return opportunities.

We currently manage more than $3.2 billion across commingled funds and custom accounts and have completed over 150 transactions since 1991.

Apogem’s junior debt strategy typically targets:

  • Investments with strong downside protection attributes and potential for equity upside
  • Middle market, private equity-owned businesses with at least $20 million in EBITDA
  • Investments alongside proven sponsors with the means and experience to provide operational, strategic, and financial support
  • Typical investment: $30 – $75 million

Recent News & Insights

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