Private Equity Partners

Sponsor Finance

A streamlined process designed to address the specific needs of Private Equity clients.

A collage of a woman speaking, and a man smiling during a meeting. Understand the Stifel Sponsor Finance Group for Private Equity Clients.

Relationship-based lending services

Stifel Bank is home to a dedicated Sponsor Finance Group focused on senior cash flow lending. Our experienced bankers take a nimble, tailored approach to cash flow lending. We work diligently with both private equity clients and their portfolio companies to provide customized lending solutions that meet their evolving needs.

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Working with our Sponsor Finance Group

With decades of experience, the Sponsor Finance Group (SFG) is designed to support the portfolio companies of our middle market Private Equity clients. Our team offers tailored solutions for each transaction, with a streamlined approval process to facilitate quick responses.

  • We provide national coverage across a diverse set of industries for senior cash flow loans including: Revolvers, Term Loans, Delayed Draw Term Loans, Senior Stretch, FOLO, and Unitranche
  • The portfolio companies we work with typically have EBITDA of $7 – $70 million
  • We are able to act as Lead, Sole Lender, or Participant in transactions
Two professionals engaged in a conversation during a meeting. Understand what it is like to work with Stifel Sponsor Finance Group.
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$3.2bn

Total Commitments Issued through 2023

$1.4bn

Portfolio of Commitments through 2023

66

Transacted with 66 discrete Sponsors

Proud to be a Part of Your Journey

A look at some of our most highly structured and complex transactions.

Kendra Scott Berkshire Partners

Kendra Scott & Berkshire Partners

$22,500,000

Oct 2023

SeaKeeper Madison Industries

Seakeeper & Madison Industries

Undisclosed Amount

Sep 2023

Alliance Mobile Centre Partners

Alliance Mobile & Centre Partners

Undisclosed Amount

Aug 2023

Madison: Safety and Flow Madison Industries

Madison Safety & Flow & Madison Industries

Undisclosed Amount

Oct 2022

KDV Label Mason Wells

KDV & Mason Wells

Undisclosed Amount

Jul 2023

Allied Stone Point Capital

Allied & Stone Point Capital

$17,500,000

Jul 2023

Transnet YX Thompson Street Capital Partners

Transnet YX & Thompson Street

Undisclosed Amount

Jun 2023

Structural Concepts Mason Wells

SC & Mason Wells

Undisclosed Amount

May 2023

MGS Mason Wells

MGS & Mason Wells

Undisclosed Amount

May 2023

Accord Carton Mason Wells

Accord Carton & Mason Wells

Undisclosed Amount

May 2023

SkyMark Refuelers Sky Island Capital

SkyMark & Sky Island Capital

Undisclosed Amount

Mar 2023

Mearthane Products Corporation Compass Group Equity Partners

MPC & Compass Group

Undisclosed Amount

Mar 2023

Auto-Wares: Group of Companies Kinderhook Industries

Auto-Wares & Kinderhook Industries

$20,000,000

Mar 2023

Uptime Institute Dominus Capital

Uptime Institute & Dominus Capital

$32,500,000

Feb 2023

REIC: Rental Equipment Investment Corporation Kinderhook Industries

REIC & Kinderhook Industries

$28,668,000

Feb 2023

Lincoln Property Company Stone Point Capital

Lincoln Property Company & Stone Point Capital

Undisclosed Amount

Feb 2023

Pheonix Clarendon Capital

Phoenix & Clarendon

Undisclosed Amount

Jan 2023

Buffalo Games & Puzzles Mason Wells

Buffalo games & puzzles & Mason Wells

Undisclosed Amount

Jan 2023

ATC Drivetrain Crestview

Atc Drivetrain & Crestview

Undisclosed Amount

Jan 2023

Tempest Pfingsten

Tempest & PFINGSTEN

Undisclosed Amount

Dec 2022

Sybridge Technologies Crestview

Sybridge & Crestview

$30,000,000

Dec 2022

LMC Landscape and Tree Care Trivest

LMC & Trivest

$30,000,000

Dec 2022

High Ground Trivest

HighGround & Trivest

$15,000,000

Dec 2022

Legal Partners Eureka Equity Partners

Legal Partners & Eureka

Undisclosed Amount

Nov 2022

CITC Water Trivest

CITC Water & Trivest

$13,500,000

Nov 2022

Stake Center Locations

Stake Center & Undisclosed Buyer

Undisclosed Amount

Oct 2022

NEC Pfingsten

NEC & PFINGSTEN

Undisclosed Amount

Oct 2022

Madison: Safety and Flow Madison Industries

Madison Safety & Flow & Madison Industries

Undisclosed Amount

Jul 2023

Kindthread LKCM Headwater Investments

kindthread & LKCM Headwater

Undisclosed Amount

Oct 2022

IGS: Investor Group Services Interlock Equity

IGS & Interlock

Undisclosed Amount

Oct 2022

Deltech SK Capital

Deltech & SK Capital

$12,000,000

Oct 2022

Alliance Consumer Group LKCM Headwater Investments

Alliance Consumer Group & LKCM Headwater

$26,129,000

Oct 2022

Wall Recycling Allied Industrial Partners

Wall Recycling & Allied Industrial Partners

Undisclosed Amount

Aug 2022

Lotus Beverage Alliance Ronin

Lotus Beverage Solutions & Ronin

$16,000,000

Aug 2022

Florida Energy Water & Air Compass Group Equity Partners

Florida Engery & Compass Group

Undisclosed Amount

Aug 2022

Due North: Reimagine Retail Refrigeration Ronin

Due North & Ronin

$13,840,000

Aug 2022

DigiComm International, INC. Crestview

Digicomm International & Crestview

$20,000,000

Aug 2022

Vensure HR Stone Point Capital

VensureHR & Stone Point Capital

$38,300,000

Jul 2022

Unistrut Midwest Brixey & Meyer

Unistrut Midwest & Brixey & Meyer Capital

Undisclosed Amount

Jul 2022

People Share Trivest

People Share & Trivest

$38,500,000

Jul 2022

BH Sentinel Capital Partners

BH & Sentinel

$205,000,000

Jun 2022

Polymedco RoundTable Health Care Partners

Polymedco & Round Table Hhealth Partners

Undisclosed Amount

Jun 2022

L.B. White Mason Wells

L.B.White & Mason Wells

$27,000,000

Jun 2022

Fortress Brand Trivest

For Tress Brand & Trivest

$25,000,000

Jun 2022

Fairbank Equipment Pfingsten

Fairbank Equipment & PFINGSTEN

Undisclosed Amount

Waste Eliminator Allied Industrial Partners

Waste Eliminator & Allied Industrial Partners

Undisclosed Amount

May 2022

Evri. Evriholder products The Edgewater Funds

EVRI & the edgewater funds

$21,840,000

May 2022

Corner Stone Food Service Group ShoreView

Corner Stone & ShoreView

Undisclosed Amount

Apr 2022

Get to Know our Stifel Sponsor Finance Group

Our team of experienced professionals understands the importance of long-term relationships and how to exceed the expectations of private equity clients when solving for a variety of financing needs. Our dedicated team serves as a one-stop solution from origination through the life of the loan, complemented by our client-first approach, speed, and consistent deliverability.

A group of individuals in a meeting. Get to Know our experienced Stifel Sponsor Finance Group.
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