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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 25%Sponsors with active portfolio companies 41Percent of deals with junior capital 50%Average purchase price 8.9xPercentage of portfolio companies with neutral to positive performance year-over-year 82%Most relevant key performance drivers: • Consumer spending
• Shifts in trechnology
Segment distribution
Deep segment expertise
Software & Technology
Outsourced Services
Education
Financial & Insurance Services
Marketing & Information Services
Outsourced Services 31%Education 21%Financial & Insurance Svcs 17%Software & Technology 16%Marketing & Information Services 15%
Simplify Compliance
bmosponsorfinance.comBMO Sponsor Finance is brand name used by BMO Financial Corp. and its affiliates.© 2017 BMO Financial Group (5/17)
Strong track record and leading middle market player
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 AgentJoint Lead Arranger
Canadian AgentJoint Lead Arranger Joint Book Runner
Administrative AgentJoint Lead Arranger
Canadian AgentSole Lead Arranger Sole Book Runner
Administrative Agent
Simplify Compliance Holdings LLC
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
Joint Lead Arranger Joint Book Runner Syndication 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
Joint Lead Arranger Joint Book Runner Syndication Agent
Sole Lead Arranger Sole 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
Joint Lead Arranger Joint Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative Agent
Sole Lead Arranger Sole Book Runner
Administrative AgentJoint 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 AgentSyndication Agent Joint Lead Arranger
Joint Syndication Agent Documentation AgentSole Lead Arranger Sole Book Runner
Administrative Agent