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2007
Monroe Capital LLC, headquartered in Chicago, IL, is a leading asset management firm. Monroe invests in middle market companies in North America through a variety of products. Co-Portfolio Manager Institutional investment vehicles including Best Direct Lending Fund in US 2018, 2019 and 2021 by CreditFlux. Responsible for managing firm's direct investing vehicles including SMAs, SBICs and commingled accounts. Total assets in excess of $5 billion. Co-Head of Firm’s SPAC initiatives. Responsibility for firm's technology, independent sponsor and structured equity transactions. Industry focus includes software, technology, aerospace and defense and industrials. Member of firm's investment committee. Past and Current Board roles of over 10 middle market companies in Technology, Aerospace Defense, Healthcare, Retail and Specialty Distribution.
2007
2007
Middle market buyout fund focusing on transactions in consumer products, business services and manufacturing industries
2005 - 2007
2005 - 2007
Opportunistic middle market buyout fund focusing on transactions under $25 million transaction value in consumer products, business services and manufacturing industry Provided interim roles as COO, CRO and CFO of several middle market companies
1999 - 2005
1999 - 2005
Principal investor and co-director of operations responsible for all aspects of private equity investments including identification of targets, term sheet and document negotiation and execution, determination of deal capital structure, development of buy-out and pricing models, performance and supervision of company due diligence, syndication of senior debt, mezzanine debt and equity from co-investors, formulation and execution of exit strategy Created deal-sourcing and investment-sector strategy. Lead firm effort to develop relationships with deal source network throughout the United States Monitored and managed portfolio companies on a regular basis, including recruiting for management positions. Work also involved workout and restructuring of portfolio companies as needed Industry knowledge includes business services, manufacturing, consumer and industrial products, logistics, distribution, automotive components, agriculture, and food and beverage
1992 - 1999
1992 - 1999
Provided management consulting services to a wide range of clients ranging from Fortune 1000 to lower middle market companies. Advised private and publicly held companies on strategic matters, such as divestitures. Additional disciplines include management consulting, economic, statistical, management, turnaround, operational and financial consulting; valuation, merger and acquisitions; expert testimony; and auditing Co-founded national Economics Services practice focusing on quantitative solutions for clients Industry experience includes securities and commodities, technology, healthcare, food and beverage, telecommunications, insurance, manufacturing and government