sponsor finance technology and services overview...2016/10/31 · sponsor finance technology and...
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BMO Sponsor Finance
Sponsor Finance
Technology and services overview
Portfolio snapshot Based on Sponsor Finance proprietary data.
Percent of total sponsor finance portfolio 22%Sponsors with active portfolio companies 33Percent of deals with junior capital 48%Average purchase price 8.7xPercentage of portfolio companies with neutral to positive performance year-over-year 81%Most relevant key performance drivers: • Shifts in outsourcing trends
• Corporate spending
Segment distribution
Deep segment expertise
Software & Technology
Outsourced Services
Education
Financial & Insurance Services
Marketing Services
Outsourced Services 29%Education 23%Financial & Insurance Svcs 18%Software & Technology 16%Marketing Services 14%
bmoharris.com/sponsorfinanceBMO Sponsor Finance is a brand name used by Bank of Montreal and its subsidiaries.© 2016 BMO Financial Group (10/16)
Strong track record and leading middle market player
Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of
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Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit FacilitiesJoint Lead Arranger Joint Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner Syndication Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of
®
Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit FacilitiesJoint Lead Arranger Joint Book Runner Syndication Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner
Administrative Agent
Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of
Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit FacilitiesSole Lead Arranger Sole Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner Syndication Agent
Joint Book Runner Administrative Agent
Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of
Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit FacilitiesSole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner
Documentation AgentJoint Lead Arranger Joint Book Runner
Sole Lead Arranger Sole Book Runner
Administrative AgentSyndication Agent
Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of Portfolio Company of
®
Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities Senior Secured Credit Facilities
Lender Joint Lead Arranger Joint Syndication Agent Documentation Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Joint Lead Arranger Joint Book Runner Syndication Agent