Monroe Capital LLC

Established in 2004, Monroe Capital LLC excels in providing portfolio management and investment advisory services to clients, including pooled investment vehicles, institutional investors, registered investment advisors, and affluent individuals across the United States and Canada. It specializes in the private credit sector, leveraging strategies like direct lending, technology finance, venture debt, opportunistic and structured credit, real estate, and equity.

Based in Chicago, Illinois, and registered as an SEC investment advisor, it operates from 10 offices across the United States and Asia. The organization employs roughly 240 staff members, including 105 investment professionals, with senior management bringing an average of more than 25 years of industry experience.

Celebrating 20 Years

This year marks a landmark anniversary for the firm, celebrating 20 years since its founding. It is on track to surpass $20 billion in assets under management by the end of this year, and its wealth management channel is also reaching its fifth anniversary.

A Key Partner in the Middle Market

Monroe Capital LLC serves the vital U.S. middle market, which comprises about 200,000 companies with annual revenues ranging from $10 million to $1 billion. These businesses, foundational to the economy, range from family-owned to private equity-sponsored and play a pivotal role in providing essential products and services, significantly contributing to national employment and GDP.

It has established itself as an essential partner for these companies, providing the capital for growth initiatives like acquisitions, ownership transitions, private equity M&A transactions, and international expansions.

Distinctive Attributes

It has focused on lending to small and mid-sized enterprises and the lower middle market since its inception. Its success over the past two decades is attributed to its commitment to being a value-driven, client-focused, and reliable partner. The firm's investment offerings are designed to deliver exceptional "alpha consistently" returns across different economic cycles.

Its reputation is underscored by its prompt, effective, seamless transaction executions, stringent credit underwriting, and robust credit platform that ensures stable and reliable returns for its investors.

Recognition from Industry Peers

Monroe Capital Corporation's longstanding excellence has been recognized through numerous industry awards, including several from Private Debt Investor, Inc., Global M&A Network, and others, marking it as a leader in private debt management.

Expansion and Growth

It continues to expand its reach and team, including recent strategic moves into the Middle East and bolstering its technology finance group.

Commitment to Responsible Investing

The firm is dedicated to responsible corporate citizenship, demonstrated through its endorsement of the United Nations-supported Principles for Responsible Investment and its participation in the UN Global Compact. These frameworks guide its efforts in embedding ESG considerations into its investment process.

Diversity and Inclusion

The commitment to fostering an inclusive and diverse workplace is evident through its active Diversity, Equity, and Inclusion Committee, which focuses on recognizing and empowering diverse talents within the organization.

Community Engagement: Making a Difference

Its commitment extends beyond business, as it actively engages in community programs, such as a significant educational initiative with Hope Chicago and sponsoring the Chicago Urban League. It also supports local nonprofits, reinforcing its dedication to community betterment.

Moreover, Monroe Capital Management Advisors operates an ESG Article 8 Fund, emphasizing its focus on responsible investment practices by considering its investments' environmental, social, and governance aspects.