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Monroe Capital

155 North Wacker, 35th Floor, Chicago, IL, 60606, United States

Overview

Specialty finance company providing secured debt to middle-market firms.

Founded

2004

Deals · 12mo

1

Links

WebsiteLinkedInX (Twitter)

Stage focus

Debt

Geographic focus

United States

Sector focus

Banking
Business Development
Finance
Financial Services

Investment portfolio

9rounds
NAMEDATESIZE
Ossio
Feb 2026Led
$50 MDebt
Vero Biotech
Feb 2024Led
$65 MDebt
Amelia
Mar 2023Led
$175 MOther Equity
Vytalize Health
Feb 2023Led
$100 MOther Equity
Yieldstreet
Aug 2022Led
$400 MDebt
Exiger
Nov 2021Led
$70 MDebt
NationsBenefits
Aug 2021Participated
$170 MOther Equity
Empyr
Aug 2015Participated
$8 MOther Equity
Cytovance Biologics
Oct 2014Led
$20 MDebt
Ossio
Feb 2026Led
$50 MDebt
Vero Biotech
Feb 2024Led
$65 MDebt
Amelia
Mar 2023Led
$175 MOther Equity
Vytalize Health
Feb 2023Led
$100 MOther Equity
Yieldstreet
Aug 2022Led
$400 MDebt
Exiger
Nov 2021Led
$70 MDebt
NationsBenefits
Aug 2021Participated
$170 MOther Equity
Empyr
Aug 2015Participated
$8 MOther Equity
Cytovance Biologics
Oct 2014Led
$20 MDebt
9
Items
Browse all public portfolio deals

Insights

Time horizon

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Deal Distribution

Monroe Capital: 9 funding rounds are recorded in the selected participation categories.All available history.
Monroe Capital: 9 funding rounds are recorded in the selected participation categories. All available history
Round typeLed dealsParticipated deals
Other Equity22
Debt50

Monthly Deal Activity

Monroe Capital: 9 deals are recorded across 145 months.All available history.
Monroe Capital: 9 deals are recorded across 145 months. All available history
MonthDeals
Oct '141
Nov '140
Dec '140
Jan '150
Feb '150
Mar '150
Apr '150
May '150
Jun '150
Jul '150
Aug '151
Sep '150
Oct '150
Nov '150
Dec '150
Jan '160
Feb '160
Mar '160
Apr '160
May '160
Jun '160
Jul '160
Aug '160
Sep '160
Oct '160
Nov '160
Dec '160
Jan '170
Feb '170
Mar '170
Apr '170
May '170
Jun '170
Jul '170
Aug '170
Sep '170
Oct '170
Nov '170
Dec '170
Jan '180
Feb '180
Mar '180
Apr '180
May '180
Jun '180
Jul '180
Aug '180
Sep '180
Oct '180
Nov '180
Dec '180
Jan '190
Feb '190
Mar '190
Apr '190
May '190
Jun '190
Jul '190
Aug '190
Sep '190
Oct '190
Nov '190
Dec '190
Jan '200
Feb '200
Mar '200
Apr '200
May '200
Jun '200
Jul '200
Aug '200
Sep '200
Oct '200
Nov '200
Dec '200
Jan '210
Feb '210
Mar '210
Apr '210
May '210
Jun '210
Jul '210
Aug '211
Sep '210
Oct '210
Nov '211
Dec '210
Jan '220
Feb '220
Mar '220
Apr '220
May '220
Jun '220
Jul '220
Aug '221
Sep '220
Oct '220
Nov '220
Dec '220
Jan '230
Feb '231
Mar '231
Apr '230
May '230
Jun '230
Jul '230
Aug '230
Sep '230
Oct '230
Nov '230
Dec '230
Jan '240
Feb '241
Mar '240
Apr '240
May '240
Jun '240
Jul '240
Aug '240
Sep '240
Oct '240
Nov '240
Dec '240
Jan '250
Feb '250
Mar '250
Apr '250
May '250
Jun '250
Jul '250
Aug '250
Sep '250
Oct '250
Nov '250
Dec '250
Jan '260
Feb '261
Mar '260
Apr '260
May '260
Jun '260
Jul '260
Aug '260
Sep '260
Oct '260

Sector Breakdown

Monroe Capital: Health & Life Sciences is the largest displayed sector by deal count (5 deals).All available history.

A deal can appear in multiple sectors, so sector totals may overlap. Capital represents disclosed total round sizes, not fund cheque sizes.

Monroe Capital: Health & Life Sciences is the largest displayed sector by deal count (5 deals). All available history
SectorDeals
Health & Life Sciences5
Fintech3
Enterprise Software2
AI & Machine Learning2
Networks, Cloud & Communication1
Marketing & Advertising1
Manufacturing1
E-Commerce & Retail1
Professional Services1
Data, Analytics & IT1
Transportation & Logistics1

Deal Size Distribution

Monroe Capital: 9 rounds have a disclosed size in the displayed size bands.All available history.

Undisclosed round sizes are excluded. Capital represents total round sizes, not fund cheque sizes.

Monroe Capital: 9 rounds have a disclosed size in the displayed size bands. All available history
Round size band (USD)Deals
<$5M0
$5M-$10M1
$10M-$25M1
$25M-$50M0
$50M-$100M3
$100M-$250M3
$250M-$500M1
$500M-$1B0
$1B+0

Deals By Geography

Monroe Capital: United States has the largest recorded deal count among the displayed regions (9 deals).All available history.

Top 1 of 1 regions; European countries are grouped as Europe.

Monroe Capital: United States has the largest recorded deal count among the displayed regions (9 deals). All available history
RegionDeals
United States9
Monroe Capital: 12 co-investors are shown, with Horizon Technology Finance sharing 2 recorded deals.All available history.

Co-Investors

Bubble size = shared deals

Click a bubble to open that fund in a new tab.

Shows up to 20 co-investors ranked by shared deals. Deals may be shared with multiple funds, so rows overlap. Capital is total round size, not fund cheque size.

Monroe Capital: 12 co-investors are shown, with Horizon Technology Finance sharing 2 recorded deals. All available history
Co-investorShared deals
Horizon Technology Finance2
Aequitas Capital1
Avalon Ventures1
BuildGroup1
Correlation Ventures1
Denali Growth Partners1
Enhanced Healthcare Partners1
Moore Venture Partners1
North Coast Ventures1
Sigma Partners1
Sysco Ventures1
The Pritzker Organization1

Investment Strategy

Monroe Capital: Led accounts for 78% and participating for 22% of round participation.All available history.
Monroe Capital: Led accounts for 78% and participating for 22% of round participation. All available history
CategoryDeals (count)Share (%)
Led778%
Participating222%
Monroe Capital: Single-lead accounts for 43% and co-led for 57% of lead dynamics.All available history.
Monroe Capital: Single-lead accounts for 43% and co-led for 57% of lead dynamics. All available history
CategoryDeals (count)Share (%)
Single-lead343%
Co-led457%

Team

Aaron Levy

Managing Director

Andy Moser

Co-head , Retail and Consumer Products

Ben Marzouk

Managing Director - New York Group Head

Cesar Gueikian

Managing Director and Co-portfolio manager

Chris Spanel

Vice President, Opportunistic Credit

Karina B. Stahl

Managing Director, Chief Financial Officer - Investment Funds

Kyle Asher
Marc Adelson

Managing Director

Mark Solovy
Matt Lane

Managing Director

Theodore Koenig

Chairman & CEO

Thomas Ryan

Managing Director - Healthcare