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A Leader in Middle Market Private Credit

$0B
AUM
1+
Investment Professionals
1+
Investments
1+
Transactions
$1B+
Committed
A range of senior and junior debt instruments to support private equity sponsors and their companies, offering clients access to yield generating assets with potential downside protection
Direct Lending
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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.

Apogem’s deep sponsor relationships drive access to deal flow and yield generating assets with downside protection potential. Our experienced investment teams currently manage more than $18 billion and have completed over 2,600 transactions since 2001 through a proven underwriting process with a strong credit focus. Apogem maintains both broad and specialized industry knowledge through a dedicated general industries team in addition to specialized teams focused on healthcare, insurance & financial services, and software & technology services.

Apogem’s direct lending strategy typically targets:

  • Geographies: United States, Canada
  • 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 EBITDA between $15M – $125M
  • 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
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Junior Debt

Apogem Capital has 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 what we believe to be 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 $1.9 billion across commingled funds and custom accounts and have completed over 160 transactions since 1992.

Apogem’s junior debt strategy typically targets:

  • Geographies: United States, Canada
  • 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