We are your guide to lower middle market capital solutions

Investment Type & Size

  • Investment size between $10 and $50 million per transaction.
  • Senior secured first lien, unitranche, split lien and second lien debt financings, and corresponding equity investments.
  • Underwriting capabilities up to $100 million.

Investment Focus

  • Private companies generating between $5 and $50 million of EBITDA.
  • Numerous industry sectors including: aerospace/defense, business services, consumer products, distribution, education, energy/industrial services, financial services, healthcare, manufacturing, media & entertainment, restaurant/retail, software/technology, and telecommunications.
  • Capital is often used for acquisitions, growth capital, leveraged buyouts, and recapitalizations.

Origination Focus

  • Focus on originated loans, as opposed to broadly syndicated financings. Stellus is typically the sole lender in the tranches in which it invests. However, we are open to partnering with a small number of lenders in “club” deals.
  • Companies headquartered (or with a majority of their operations) in the United States and Canada.