Apogem Capital

ICYMI: Our Managing Director of Private Equity, Kee Tilghman Rabb, shared her insights on navigating economic downturns and capitalizing on opportunities in the lower middle market. #ALTSCHI This presentation does not constitute an offer to sell, or solicitation of an offer to buy, securities. Information presented herein represent the views and opinions of the presenter as of the date appearing in this material only.

We were proud to support Estancia Capital Partners and LLR Partners as the joint lead arranger in their recent investment in Soltis Investment Advisors. Soltis is a wealth management firm based in Utah that provides comprehensive financial planning and investment management services to individuals and families as well as investment advice and consultation services to retirement plan sponsors. Our Insurance and Financial Services private credit investment team executed the transaction. #middlemarket #directlending

Excited for Apogem’s Lynn Rehn and Richard Wiltshire to join Lauren Goodwin, CFA and New York Life Investments to discuss their outlook for private equity and credit in the current environment! See more details below and register here: https://lnkd.in/e7Gkb45E

Congratulations to our partner Kian Capital Partners on this transaction, as well as the Apogem Secondaries team. Michael Zeleniuch

Join Kee Tilghman Rabb and New York Life Investments’ Lauren Goodwin, CFA, as they host a dynamic roundtable discussing the complexities and opportunities in capital markets. Apogem Capital is a proud sponsor of #ALTSCHI, a premier industry event hosted by CFA Society Chicago, CAIA Association, and Markets Group. Learn more: https://lnkd.in/eAWGGdrZ ALTS | #ALTSCHI24

Don't miss Michael Zeleniuch at #ALTSCHI as he joins a keynote panel to discuss opportunities in private equity and secondary markets. Apogem Capital is excited to sponsor #ALTSCHI, a premier industry event presented by CFA Society Chicago, CAIA Association, and Markets Group. Learn more about the event: https://lnkd.in/eAWGGdrZ   ALTS | New York Life Investments | #ALTSCHI24

We were proud to support Riverside Partners, acting as the Sole Lead Arranger and Administrative Agent, in their leveraged buyout of Net32. Net32 is a North Carolina-based online marketplace for purchasing dental supplies. Apogem’s Private Credit Healthcare investment team executed the transaction. #middlemarket #directlending

We are pleased to announce that we recently partnered with Sentinel Capital Partners as the Joint Lead Arranger for their leveraged buyout of CLS Management Services. CLS is a national provider of infrastructure land management services to utilities, traditional and renewable energy companies, and public infrastructure customers. Our dedicated Private Credit Generalist investment team executed the transaction. #middlemarket #directlending

RidgeLake Partners is excited to deepen its relationship with TorQuest Partners and provide strategic capital to support continued long-term growth. Todd Milligan Read more about the transaction here: https://lnkd.in/ekuK6gJ6

Exploring Job Creation in the US PE Lower Middle Market: Over the past year, Apogem analyzed financial and employment data for hundreds of portfolio companies to assess the impact of private equity ownership on job creation. Our data found that nearly 80% of companies added jobs during their hold period at an annualized organic growth rate of ~10%. Dive into the full analysis here: https://lnkd.in/e6kt5Wu5 (See full report for footnotes and important disclosures)