Monroe Capital LLC Bio

Founded in 2004, Monroe Capital is a distinguished asset management firm specializing in portfolio management and investment advisory services. The firm primarily caters to pooled investment vehicles, institutional investors, registered investment advisors, and high-net-worth individuals in both the United States and Canada. It focuses on private credit markets, offering expertise across various strategies, including direct lending, technology finance, venture debt, opportunistic and structured credit, real estate, and equity.

Headquartered in Chicago, Illinois, and registered as an SEC investment advisor, it operates ten offices across the United States and Asia. The firm employs approximately 240 individuals, including 105 investment professionals, and senior management has an average of over 25 years of experience.

Celebrating 20 Years

This year marks a significant milestone for the firm, which is celebrating its 20th anniversary. The firm anticipates exceeding $20 billion in assets under management by year's end and is also celebrating five years of its wealth management channel.

A Critical Partner in the Middle Market

The U.S. middle market includes nearly 200,000 companies generating between $10 million and $1 billion in annual revenues. These entities, often family-owned, entrepreneurial, or privately equity-sponsored, contribute significantly to the U.S. economy, representing about one-third of the private sector GDP and employing approximately 48 million individuals.

It plays a vital role for these middle-market companies, providing capital for acquisitions, ownership transfers, private equity M&A transactions, property and equipment investments, working capital enhancements, revenue expansions, and international growth.

What Distinguishes Monroe Capital

Since its inception, its core strategy has revolved around providing financing to small and midsized businesses and the lower middle market. Its success stems from its commitment to being a value-added, customer-centric, and trusted partner. The firm offers a wide array of investment products aimed at generating high-quality "alpha" returns, irrespective of economic conditions or business cycles.

Its reputation is underscored by its efficient, seamless deal execution, stringent underwriting standards, and robust credit platform, ensuring safe and consistent returns for investors.

Recognized by Peers, Investors

Monroe Capital Corporation is recognized for its 20-year track record of exceeding expectations, garnering various accolades such as Private Debt Investor (PDI) awards and recognitions from Inc., Global M&A Network, DealCatalyst, Korean Economic Daily, Creditflux, and Pension Bridge, totaling 16 PDI Awards since 2013.

Continuing to Grow with New Hires, Expansion Plans

It is expanding its geographic footprint and team. Recent expansions include a new managing director in the Middle East and an office in Abu Dhabi, along with a new managing director for its technology finance group based in Chicago.

Responsible Investing

It is committed to responsible corporate citizenship, promoting environmental, social, and governance (ESG) principles both internally and in the firms it invests in. Since signing the United Nations-supported Principles for Responsible Investment (PRI), it has been proactive in integrating ESG concerns into its investment processes.

Inclusion and Diversity

Its Diversity, Equity, and Inclusion Committee is dedicated to fostering a culture of equality, recognizing talent, and empowering employees to effect positive change both within and outside of the firm.

Community Involvement: Giving Back

Giving back to communities is as crucial as delivering to clients. The company supports various community programs, including Hope Chicago, a unique 2G scholarship model initiative, and sponsors the Chicago Urban League. Employees are encouraged to engage with nonprofit organizations, with recent support, including local chapters like My Block, My Hood, My City, Cradles to Crayons, and the Chicago Food Depository.

Furthermore, Monroe Capital Management Advisors manages an ESG Article 8 Fund and promotes responsible investing by considering the environmental, social, and governance characteristics of the companies it invests in.