Alcentra
Alcentra NY LLC is a privately owned investment manager based in New York, specializing in sub-investment grade corporate credit. The firm focuses on secured loans, high yield bonds, direct lending, mezzanine financing, special situations, and structured credit, managing a range of investment funds and client-focused portfolios. Alcentra invests primarily in the fixed income markets, including leveraged loans and European mezzanine loans, employing fundamental research and credit analysis to guide its investment decisions. The firm targets lower middle-market companies, particularly in sectors such as healthcare, business services, defense, telecom, technology, media, infrastructure, and oil and gas services. Alcentra typically invests between $5 million and $15 million per transaction in companies with EBITDA between $5 million and $15 million and revenues from $10 million to $100 million, utilizing subordinated debt, senior debt, and minority equity investments. Founded in 2002, Alcentra operates as a subsidiary of BNY Alcentra Group Holdings, Inc.
Private Equity Round in 2021
Fairstone is a national financial advisory and wealth management group based in Newcastle, UK. Established in 2008, it operates a unique model in the financial services industry, catering to both retail and corporate sectors. The company combines market knowledge, specialist expertise, and advanced technology to deliver high-quality, cost-effective financial solutions. Fairstone encompasses the UK's largest Chartered Financial Planning firm and provides a range of services, including financial advisory, Discretionary Fund Management, wealth management, property finance, and estate planning. With 36 regional locations and management hubs in London and Bristol, Fairstone has a robust national presence. The firm has experienced consistent growth exceeding 20% annually, boasting over 300 financial advisers who serve approximately 41,000 clients with investments and pension assets totaling £7 billion. Fairstone aims to achieve annual revenues surpassing £100 million, maintain an EBITDA margin above 10%, and manage client funds amounting to £15 billion.
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