OPPORTUNISTIC CREDIT

Fundamental research approach in opportunistic areas of the credit market.

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Specialty Finance

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

Team Leadership

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Sanjai Bhonsle
Partner and Investment Committee Member

Sanjai is a Partner and Portfolio Manager for ArrowMark Partners. Prior to joining ArrowMark Partners, he founded MB Consulting Partners where he specialized in financial and operational restructuring advisory to stressed and distressed middle market companies. With 10+ years of restructuring experience, he has led several assignments across various industries. Prior to that, Sanjai was the Senior Portfolio Manager at GSO Capital Partners, a subsidiary of The Blackstone Group (2005 - 2009), where he managed approximately $11 billion of leverage loan and high yield assets in various investment vehicles and co-led the team’s leverage finance efforts. He was also a member of the Investment and Management Committee. Prior to that position, Sanjai was an Assistant Portfolio Manager at RBC Capital Partner's debt investment group where he was a member of the Investment Committee and was responsible for assisting portfolio management (2001 - 2005). He also led the groups restructuring efforts related to distressed investments and for representing the firm’s interest on creditor committees. Sanjai was a Senior Investment Analyst at Indosuez Capital Partners (1999 - 2001) and also held positions in operations / engineering at Ford Motor Company and other industrial manufacturers (1993 - 1997). Sanjai graduated from the University of Wisconsin – Madison with a bachelor’s degree in Mechanical Engineering and from Eli Broad Graduate School of Management at Michigan State University with an MBA.

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Michael Novoseller
Managing Director and Investment Committee Member

Michael has more than 19 years of private investment experience. Prior to joining ArrowMark Partners, Michael was a Managing Director at Brightwood Capital, a private investment firm with over $2 billion in assets under management, including two SBIC funds. Previously, he was a senior investment professional at Stone Tower Capital, a credit-focused investment firm acquired by Apollo Global Management with $26 billion in leveraged assets under management. There he executed and managed investments for the firm’s hedge funds and structured vehicles. He was responsible for sourcing, structuring, documenting, executing and monitoring first- and second-lien loans and mezzanine debt. Prior to holding that position, Michael was a Principal with Equinox Capital, an SBIC focused on making control investments in lower-middle market companies. Michael began his career at Indosuez Capital as a member of the Merchant Banking team, investing and managing a $650 million portfolio of senior loans, mezzanine investments and private equity investments. Michael earned a bachelor of science degree in Economics from the Wharton School of the University of Pennsylvania, with a triple concentration in Finance, Strategic Management and Information Systems.

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Karen Reidy
Partner and Investment Committee Member

Karen is a Co-Founder, Partner and Portfolio Manager at ArrowMark Partners. Prior to founding ArrowMark Partners, she 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, 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 in Accounting. 

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Vipul Shah
Managing Director and Investment Committee Member

Vipul has more than 22 years of experience as an entrepreneur and private investor. Prior to joining ArrowMark Partners, Vipul was a Managing Director at Brightwood Capital, a private investment firm with over $2 billion in assets under management, including two SBIC funds. Previously, he co-founded SVT Capital, a technology-focused, middle-market private equity firm. Vipul co-founded SVT after working for Goldman Sachs’ Principal Investment Area, where he was responsible for sourcing, evaluating, executing and managing mid-market private equity and debt investments across the technology, media, telecommunications and industrial sectors. An active board participant, he worked with portfolio company management to evaluate acquisition opportunities, operational improvements and recruit senior executives. Prior to his position at Goldman Sachs, Vipul co-founded Pyramid Digital Solutions, an enterprise software company. After successfully driving growth for 11+ years, he negotiated the sale of Pyramid to SunGard Data Systems. Vipul earned a bachelor of science degree in Finance from the University of Alabama and an MBA from MIT’s Sloan School of Management.

Contact Us

Michael Novoseller
212.468.5441 Direct (New York)
303.398.2944 Direct (Denver)
917.613.9651 Cell
mnovoseller@arrowmarkpartners.com

Vipul Shah
212.468.5440 Direct (New York)
303.398.2949 Direct (Denver)
917.837.4921 Cell
vshah@arrowmarkpartners.com

Investor Relations

Chris Dunne
303.398.2929
cdunne@arrowmarkpartners.com

Main Address

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