We understand that as a private equity firm or institutional investor, your success depends on executing your investment strategies effectively. Live Oak Bank’s sponsor finance team is your partner in success. We offer tailored financing solutions to support your acquisitions, recapitalizations, and growth initiatives, providing the capital and expertise you need to achieve your goals.
Typical Customer Profile
- EBITDA from $2 million to $15 million
- Greater than $10 million in revenues
- $5 million to $35 million in debt facilities
- Institutional sponsor led transactions
Preferred Business Attributes
- Committed management team
- Strong cash flow generation
- Recurring revenues
- Diversified customer base
- Non-cyclical industries
Loan Structures
- Term loans
- Revolving lines of credit
- Delayed draw term loans: M&A and development
- Unitranche debt facilities
Transaction Types
- Mergers and acquisitions
- Partner buyouts
- De novo development
- Refinance
- Working capital
- Recapitalizations