Sankaty Overview

Sankaty Advisors, LLC is the fixed income affiliate of Bain Capital, LLC and currently manages $19.1 billion of assets in North America and Europe. The majority of Sankaty's capital is deployed by purchasing syndicated loans, high yield bonds, and various securities relating to private middle market transactions. Based on our flexible fund structure and locked-up capital, Sankaty has the ability to invest across across the entire breadth of the capital structure, including senior debt, second liens, mezzanine/subordinated debt, preferred stock, and common equity co-investments.

About the Middle Market Group

The Middle Market Group has 12 professionals dedicated to sourcing, conducting due diligence on, and managing private investments.  The senior members of the group average over 10 years of experience in the middle market.

Our team consists of several former consultants, who provide us the ability to diligence even the most complex situations and provide capital to those companies.  We benefit from the additional 50 investment professionals of Sankaty who cover the entire leveraged finance and equity universe.  This provides us with in-house expertise in every industry and enables us to respond quickly and thoughtfully to new opportunities.  We are also able to provide insights into current industry trends.

Sankaty's Middle Market Group has strong relationships with our existing investment partners due to our flexible capital, high certainty to close, and the value we bring both pre- and post-close.   The resources and expertise that we bring to our partners provides them confidence that we can complete our diligence and reach robust investment decisions in an expeditions manner.

Investment Criteria

Sankaty's Middle Market Group is actively looking to invest in companies with greater than $5 million of EBITDA.  We are targeting opportunities in which we can invest $15-100 million.

  • Our funds may be used to finance a leveraged buyout, complete a recapitalization or restructuring, provide liquidity, or emerge from bankruptcy.
  • We participate in both sponsored and non-sponsored transactions and are industry agnostic.
  • We place considerable emphasis on finding leading companies with talented management teams.
  • Our investments can range across the capital structure from senior secured loans all the way to common equity co-investments.
  • We aim to provide a tailored solution to every unique opportunity and have considerable flexibility when structuring terms.

Sample Investments

Sankaty's Middle Market Group has invested in over $2 billion in nearly 100 transactions over its 12 year history. In addition to supporting existing portfolio companies, some investment examples from the past year include:

  • Purchasing subordinated notes in the refinancing of an oil and gas E&P company in the Southwest.
  • Providing subordinated debt and common equity to support the leveraged buyout of a national packaging company
  • Injecting capital in the form of second lien debt to provide liquidity for a national retailer in advance of a holiday inventory build.
  • Participating in the common equity of a telecommunications company that was taken private.
  • Providing senior and subordinated debt to fund the roll-out of digital projectors in European theater chains.

Contact Us

To learn more about Sankaty's Middle Market Group, please contact us at [email protected] or contact one of our team members:


Sankaty Advisors, LLC
111 Huntington Avenue
Boston, Massachusetts 02199
Main: (617) 516-2700
Fax: (617) 516-2710
Michael Ewald
[email protected]

James Athanasoulas
[email protected]

Tom Kolinski
[email protected]

Brett L'Esperance
[email protected]

Carolyn Clark
[email protected]

Sankaty Advisors, LLC is registered as an investment advisor with the US Securities and Exchange Commission.
 
Sankaty Advisors, LLC
1603 Orrington Avenue, Suite 815
Evanston, Illinois 60201
Main: (847) 563-5330
Fax: (847) 563-5331
Jonathan Leisinger
[email protected]

Robert Weiss
[email protected]

Sankaty Advisors, LLC is registered as an investment advisor with the US Securities and Exchange Commission.
 
Sankaty Advisors, Ltd.
Devonshire House, 1st floor
Mayfair Place
London
W1J 8AJ
Main: +44 (20) 7514 5757
Fax: +44 (20) 7514 5750
David Brooks
[email protected]

David Ross
[email protected]

Sankaty Advisors, Ltd. is authorized and regulated by the Financial Services Authority
 


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