Lauren Krepelka

Operates as a nationally chartered commercial bank

Manulife IM-US utilizes a broad range of equity, fixed income, currency and asset allocation approaches. They manage differentiated investment processes and place an emphasis on proprietary fundamental research but may also employ quantitative analysis. The firm’s equity investment research combines quantitative and qualitative bottom-up fundamental analysis. Their fixed income management teams engage in intensive fundamental research and analysis, both top-down and bottom-up, to assess potential investment opportunities.

MCF invests in middle market companies located in the United States with superior management teams and EBITDA of at least USD 3.5 million. The firm targets companies operating in the fields of manufacturing, distribution, services, consumer products, healthcare, insurance/financial services, aerospace & defense and technology services. They provide financing in the form of equity and debt for LBO’s, add-on acquisitions, recapitalizations and growth capital requirements. The firm also makes equity co-investments. MCF reorganized its operating segments on April 1, 2022, by combining PA Capital, Madison Capital Funding and GoldPoint Partners into a single segment called - Apogem capital.

Functions as a College/University

Provides commercial financing services

Morgan Stanley Credit invests in lower middle market companies located in the in North American and Western European primarily in United States and Canada with an EBITDA of USD 5 - 200 million. The firm focuses on a broad range of sectors and industries. It provides financing in the form of Senior Debt, Junior Capital, Equity, mezzanine debt, preferred equity for growth stage capital requirements with a transaction size of USD 25 - 250 million. It acquires controlling position and also makes co-investments.