Financial Sponsors

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Deep industry ties in our focus sectors allow us to bring actionable ideas to our financial sponsor clients. Our professionals are able to bring financial sponsors to appropriate companies seeking investment, and to access a deep pool of equity investors interested in middle market companies.

Once all parties are at the table, we move into execution. We leverage the resources of KeyBanc Capital Markets® to deliver M&A advisory services, debt and equity capital markets and leveraged finance solutions. Working with many financial sponsors time and time again, we bring our trusted partners opportunities on a regular basis, with the understanding that when we commit, we get the deal done.

We don’t try to be experts in all things, but focus on specific industries. Our specializations include: industrial and manufacturing; consumer and retail; oil and gas; utilities, power and renewables; healthcare; technology; real estate and many sub-sectors within these categories.

Key regularly facilitates introductions and provides capital to fund strategic investments. Recent examples can be found here (PDF), and include:

  • KeyBanc Capital Markets (KBCM) served as Buy-Side Advisor to New Mountain Capital in its successful take private of Zep, Inc. for $692 million. Additionally, KBCM served as Joint Lead Arranger and Joint Bookrunner on $405 million of Senior Secured Credit Facilities in support of New Mountain’s acquisition. The facilities consisted of a $42.5 million Revolving Credit Facility and a $360 million First Lien Term Loan.
  • KBCM successfully advised on the sale of The Kenan Advantage Group, Inc., a portfolio company of Goldman Merchant Banking Division and Centerbridge Partners, to OMERS Private Equity. Additionally, KeyBanc Capital Markets served as Left Lead Arranger, Bookrunner and Administrative Agent on the $1.055 billion Senior Secured Credit Facilities transaction and Joint Bookrunner on the $405 million Senior Unsecured Notes transaction in support of OMERS’ acquisition.
  • KeyBanc Capital Markets served as Joint Lead Arranger and Joint Bookrunner on $2.1 billion of new credit facilities to fund the acquisition of ProBuild Holdings LLC for approximately $1.6 billion by Builders FirstSource, Inc, a public company jointly controlled by JLL Partners and Warburg Pincus. The facilities consisted of a $800 million Senior Secured Asset-Based Revolving Credit Facility, a $600 million Covenant-Lite Term Loan B, and $700 of Senior Unsecured Notes.

Key’s highly specialized teams are able to deliver financial sponsors with companies in need of investment in multiple industries. The major categories in which we specialize include the following:

  • Consumer & Retail
  • Healthcare
  • Industrial
  • Oil & Gas
  • Real Estate
  • Utilities, Power & Renewables
  • Technology

For more insight into these industries, we invite you to subscribe to our industry newsletters that cover additional verticals within these industries, by visiting our email preference center.

KeyBanc Capital Markets brings ideas, and the ability to finance the execution of those ideas. We do this through our deep ties to companies in our focus industries. Execution of these strategic ideas is provided through a full service platform including the following:

  • Mergers & Acquisitions Advice
  • IPOs and follow on offerings
  • Leveraged Finance
  • High yield debt
  • Asset Based Lending
  • Derivatives and Foreign Exchange