NMFC focuses on companies in less well followed, defensive growth niches of the middle market space, where we believe few debt funds have built equivalent research and operational size and scale.
We benefit directly from New Mountain’s private equity investment strategy that seeks to identify attractive investment sectors from the top down and then become a well-positioned investor in these sectors. We focus on companies and end markets with sustainable strengths in all economic cycles, particularly ones that are defensive in nature, and typically avoid investments in companies with end markets that are highly cyclical, face secular headwinds, are overly-dependent on consumer demand or are commodity-like in nature. Select industries of focus include:
- Business Services
- Healthcare Services
- Healthcare I.T.
- Federal Services
- Distribution & Logistics
- Specialty Chemicals & Materials