New Mountain Finance Corporation
NMFC · NASDAQ · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
New Mountain Finance Corporation (Nasdaq: NMFC), a business development company, is a private equity/buyouts and loan fund that specializes in directly investing and lending to middle market companies in "defensive growth" industries. The fund prefers investing in buyout and middle market companies. It also makes investments in debt securities at all levels of the capital structure, including first and second lien debt, unsecured notes, and mezzanine securities. In some cases, its investments may also include equity interests. It targets energy, engineering and consulting services, specialty chemicals and materials, trading companies and distributors, commercial printing, diversified support services, education services, environmental and facilities services, office services and supplies, media, distributors, health care services, health care facilities, Life Sciences, Enterprise Software, Financial Services and Technology, application software, business services, systems software, federal services, distribution and logistics, interactive home entertainment, telecommunication services, hydroelectric power generation, electric power generation by fossil fuels, electric power generation by nuclear fuels, health care technology, and security and alarm services. The fund seeks to invest in the United States of America. It seeks to invest between $10 million and $125 million per transaction. The firm invests through both primary originations and open-market secondary purchases. It invests in companies with EBITDA between $10 million and $200 million. The fund seeks a majority stake in its portfolio companies.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. John R. Kline
- Employees0
- Headquarters1633 Broadway, New York, NY, United States, 10019, USA
- Websitehttps://www.newmountainfinance.com
Leadership
- Mr. John R. KlinePresident, CEO & Director · b. 1975
- Ms. Laura C. Holson BoswergerCOO & CFO · b. 1986
- Mr. Joshua WeinsteinSenior Accounting Manager
- Mr. Joseph Wesley Hartswell C.F.A.Chief Compliance Officer · b. 1979
- Mr. Eric KaneCredit Legal Counsel & Corporate Secretary
- Mr. Joshua Brendan PorterManaging Director & Head of Credit Special Situations
- Ms. Linda ChiuManaging Director
- Mr. Ivo D. TurkedjievManaging Director
- Ms. Catherine R. DunnMD & Head of Capital Markets
- Mr. Cyrus MoshiriMD & Head of Structured Credit
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy3
- Hold4
Ownership Breakdown
- Institutions
- 35.02%
- Insiders
- 15.49%
- Retail / Other
- 49.49%
Top Institutional Holders
- LSV Asset Management3.00M3.18%
- Amvescap Plc.2.14M2.27%
- UBS Group AG2.09M2.21%
- Van Eck Associates Corporation1.80M1.90%
- Dimension Capital Management LLC1.16M1.22%
- CI Private Wealth LLC1.13M1.19%
- HPM Partners LLC872.84K0.92%
- National Philanthropic Trust852.92K0.90%
- Muzinich & Co Inc850.17K0.90%
- Legal & General Group PLC785.50K0.83%
- Morgan Stanley - Brokerage Accounts729.94K0.77%
- Two Sigma Investments LLC707.35K0.75%
- Sumitomo Mitsui Trust Group Inc688.58K0.73%
- Pathstone Holdings LLC661.22K0.70%
- Hennion & Walsh Asset Management Inc483.32K0.51%
- Advisor Group Holdings, Inc.450.47K0.48%
- HighTower Advisors, LLC423.73K0.45%
Top Fund Holders
- VanEck BDC Income ETF1.61M1.71%
- Invesco KBW High Dividend Yld Fincl ETF1.58M1.68%
- GraniteShares HIPS US High Income ETF417.37K0.44%