ArrowMark Specialty Finance is a direct investment strategy focused on providing debt and equity capital solutions to small and mid-sized companies. The ArrowMark Specialty Finance team is comprised of experienced investment professionals, operating executives and entrepreneurs, with a history of developing long-term partnerships with portfolio company management teams, financial sponsors and shareholders.

Our Edge

Our team has extensive experience investing across deal structures, which allows us to provide customized debt and equity solutions to finance buyouts, growth, acquisitions, shareholder liquidity, and recapitalizations. Our experience, combined with the robust platform at ArrowMark, provides access to an extensive industry network. Our strengths, include:

  • Efficient investment process
  • Thoughtful and timely solution
  • Flexible, customized, patient capital
  • Relationship focused team of investors, operators and entrepreneurs

Investment Criteria

Investment Size
EBITDA $5 million to $50 million
Underwriting $10 million to $150 million
Investment Focus

Ownership (Sponsored or Non-sponsored)

  • Private equity, growth or VC ownership
  • Founder or management ownership
Investment Types
  • Secured loans (1st, 2nd, Unitranche)
  • Mezzanine loans
  • Equity (growth and co-investments)
Investment Structures
  • Standalone debt or growth equity
  • Debt plus equity co-investment
  • One-stop for independent sponsors
Sectors
  • Business Services
  • Software/IT
  • Industrials
  • Healthcare
  • Franchising

ArrowMark Specialty Finance the News

Zippy Shell and Pack Rat Merger 

ArrowMark Specialty Finance is proud to announce that it has provided a $30 million 2nd lien term loan to Zippy Shell Incorporated ("Zippy Shell")...Read More.

New Investment In Planet Fitness 

ArrowMark Specialty Finance acted as Administrative Agent and Lead Arranger for an increase of a senior credit facility for PLNTF Holdings...Read More.

Team Leadership

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Sanjai Bhonsle
Partner and Investment Committee Member

Sanjai joined ArrowMark in October 2012 and serves as Partner and Portfolio Manager for ArrowMark's leveraged loan investments and CLO funds. Prior to joining ArrowMark, he founded MB Consulting Partners in 2009, where he specialized in financial and operational restructuring advisory to stressed and distressed middle-market companies. With more than 10 years of restructuring experience, he has led several assignments across various industries. Sanjai was a Senior Portfolio Manager at GSO Capital Partners, a subsidiary of The Blackstone Group, and member of the Investment and Management Committee(2005-2009). At GSO, he managed approximately $11 billion of leveraged loan and high yield assets in various CLOs and other investment vehicles, and co-led the team’s leveraged finance efforts. Prior to joining GSO Capital Partners, Sanjai was an Assistant Portfolio Manager for RBC Capital Partners’ debt investment group and was a member of the Investment Committee (2001-2005). He also led the group’s restructuring efforts related to distressed investments and represented the firm’s interests on creditor committees. From 1999-2001, Sanjai was a Senior Investment Analyst at Indosuez Capital Partners. Sanjai received a bachelor’s degree in Mechanical Engineering from the University of Wisconsin – Madison and an MBA from the Eli Broad Graduate School of Management at Michigan State University.

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Karen Reidy
Partner and Investment Committee Member

Karen is a founding Partner and co manages ArrowMark’s specialty finance investments and research analyst team. Prior to founding ArrowMark, Karen served as Executive Vice President and Portfolio Manager at Janus Capital, managing $10 billion for two strategies: Janus Balanced Fund and Janus Core Equity Fund, as well as institutional separate accounts (2000-2005). Karen was also the Assistant Portfolio Manager of the Janus Fund (1998-2000). She joined Janus Capital as an equity analyst in 1995. Prior to Janus Capital Group, she worked at PricewaterhouseCoopers LLC in the audit and mergers and acquisitions departments. Karen graduated from the University of Colorado with a bachelor’s degree and holds the Charted Financial Analyst designation.

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Dana Staggs
Investment Analyst

Dana Staggs is an Investment Analyst at ArrowMark. Prior to joining ArrowMark Partners, Dana was a Managing Director at Varagon Capital Partners.  Previously, he was at Goldman Sachs & Co, where he executed and managed private investments as a senior deal underwriter in the advisor to Goldman Sachs BDC, Inc.  Prior to his tenure at Goldman Sachs & Co, he was a Director at Barclays Private Credit Partners LLC, where he originated, executed and managed first- and second-lien loans, mezzanine debt and equity investments.  Dana previously served over 10 years as an officer in the U.S. Navy, having attained the rank of Lieutenant Commander.  He earned a bachelor of science degree in Physics from the United States Naval Academy and an MBA from The Mason School of Business at the College of William and Mary.

Contact Us

Dana Staggs
212.468.5444 Direct (New York)
303.398.2929 Main (Denver)
646.276.2855 Cell
dstaggs@arrowmarkpartners.com

Investor Relations

Ned Freeman
303.398.2956
nfreeman@arrowmarkpartners.com

Main Address

ArrowMark Partners
340 Madison, 22nd Floor
New York, NY 10173
www.arrowmarkdirect.com

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