Monroe Capital LLC is an asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit, structured credit, real estate and equity. The firm provides capital solutions to clients in the U.S. and Canada.

Monroe Capital

Bridgeport Asset Management is a company that provides asset management services.

Bridgeport Asset Management

JR Dallas Wealth Management finances innovative growth companies and strategic projects worldwide, focusing on specialty lending, private equity, and structured venture capital. Self-described as having a recession-proof business model with a focus on strong cashflow.

JR Dallas Wealth Management

Monroe Capital LLC (“Monroe”) is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe’s platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality “alpha” returns irrespective of business or economic cycles. 

Monroe has grown to a team of approximately 250+ employees. With $19.5 billion in committed and managed capital under management, Monroe has been one of the most active investors in the middle market, investing more than $42.5 billion in over 2,100 transactions since its inception. The firm is headquartered in Chicago and maintains 10 offices throughout the United States and Asia.

Monroe has been recognized by both its peers and investors with various awards including Private Debt Investor as the 2023 Lower Mid-Market Lender of the Decade, 2023 Lower Mid-Market Lender of the Year, 2023 CLO Manager of the Year, Americas; Inc.’s 2023 Founder-Friendly Investors List; Global M&A Network as the 2023 Lower Mid-Markets Lender of the Year, U.S.A.; DealCatalyst as the 2022 Best CLO Manager of the Year; Korean Economic Daily as the 2022 Best Performance in Private Debt – Mid Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. 

For more information and important disclaimers, please visit www.monroecap.com.

Sandbox Agency

Venture Technologies

Intelius

West World Media

Worldwise

AdTheorent

Arhaus

KushCo Holdings

Landpoint

Lulus

Milestone Technologies

Cyalume Technologies

Cytovance Biologics

The Difference Card

Empyr

Monroe Capital LLC

Monroe Capital is pleased to announce it acted as sole lead arranger and administrative agent on the funding of a senior credit facility to support the future growth of EverService Holdings, LLC, an existing portfolio company of Sunstone Partners. 

Read our full press release here: https://lnkd.in/dUAA3UPW

#PrivateCredit #MiddleMarket

Join Monroe Capital on Wednesday, September 11th at the CAIS Live event in Charlotte. Alex Parmacek, Deputy Portfolio Manager, Wealth Management Solutions, will speak on the current state of private credit and opportunities and challenges to generating yield for portfolios in the year ahead. The event will offer both education and networking opportunities. If you’re an Advisor in the area and interested in attending, please reach out to Charlie Karmin or Gabriel K. 

#PrivateCredit #CAISLive

Our Monroe Team recently attended the CAIS Live Chicago event, where Theodore Koenig, Chairman & CEO of Monroe, joined Neil Blundell, Head of Investments at CAIS, for a Fireside Chat to discuss private credit opportunities in the middle market space and trends in the institutional and wealth channels.

Learn more about our middle market private credit strategies here: https://lnkd.in/eUPFHfKc

Monroe Capital is pleased to announce it acted as sole lead arranger and administrative agent on the funding of a senior credit facility and equity co-investment to support the acquisition of Xpress Wellness Urgent Care by Goldman Sachs Alternatives. 

Read our full press release here: https://lnkd.in/eWRq5dhP

#DirectLending #MiddleMarket #HealthcareFinance

Monroe Capital is pleased to announce it acted as sole lead arranger and administrative agent on the funding of a senior credit facility and equity co-investment to support Rampart Exterior Services’ acquisition of Independent Roofing Systems, Inc., an existing portfolio company of Huron Capital. 

Read our full press release here: https://lnkd.in/eJYJiyyT

#PrivateCredit #MiddleMarket

Specialty finance represents an estimated $20 trillion opportunity in the United States, according to market experts. A recent Q&A by Monroe’s Aaron Peck and Kyle Asher, Co-Heads of Alternative Credit Solutions, in Private Debt Investor highlights why specialty finance is an asset income strategy for multiple rate environments. Read the full piece here. 

#SpecialtyFinance #AlternativeCredit #PrivateCredit

Metric
Company Name	Monroe Capital	Bridgeport Asset Management	JR Dallas Wealth Management
Symbol
MSH ID	COM:MONROECAP	COM:BRIDGEPORTASSET	COM:JRDALLASWEALTH
Market	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Asset Management	Asset Management	Finance
Country	US	CA	US
Stage
Employee Count	255
Website	monroecap.com	bridgeportasset.com	jrdallaswealth.com
LinkedIn	monroe-capital		jr-dallas-wealth-management
Founders

Metric
Market Cap
Enterprise Value
Monthly Web Traffic
Web Traffic Growth
Valuation
Raised Capital

Metric
Revenue
Revenue (LTM)
Revenue (NTM)
Gross Profit
EBITDA
Operating Income
Net Income
EPS
Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

MONR

COM:MONROECAP

Monroe Capital

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio
P/B Ratio
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio
EV Multiple

Metric
Days Sales Outstanding
Days Payables Outstanding
Days Inventory Outstanding
Operating Cycle
Cash Conversion Cycle
Asset Turnover

Metric
Operating Cash Flow
Free Cash Flow
Cash Flow to Debt
Operating Cash Flow/Sales
Free Cash Flow Yield

Metric
Cash & Equivalents
Accounts Receivable
Inventory
Goodwill
Debt to Capitalization
Debt to Assets
Current Ratio
Quick Ratio

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue
R&D to Revenue
SG&A to Revenue