Financial Sponsor Coverage

Concierge solutions for financial sponsors and
their portfolio companies

Value-Driven Approach to Private Equity
& the Financial Sponsor Sector

PNC's Financial Sponsor Coverage group delivers bank-wide concierge solutions for private equity firms, family offices, independent sponsors and their portfolio companies.

PNC has a long-standing record of achievement and a full complement of financial products and services to help sponsors and their portfolio companies work strategically to enhance liquidity and propel growth throughout all economic cycles.

Fund Life Cycle Solutions

When you leverage the resources and strength of PNC, you enlist the trusted expertise of the Financial Sponsor Coverage group to solve problems and deliver customized solutions throughout each fund life cycle phase. The majority of these solutions are also applicable to independent sponsors and family offices.

Through Sixpoint Partners we deliver the following capabilities to help private equity firms efficiently raise institutional capital:

  • Primary fund placement services
  • Equity and debt co-investment placement services
  • Customized investor relations campaigns in between fundraises
  • Strategic seeding partnership opportunities through SP Capital Partners for new fund managers

Through Solebury Strategic Communications' ESG 360 practice, we deliver Environmental, Social and Governance (ESG) communications and strategic programming recommendations to drive investor and portfolio engagement.

In further support of our sponsor relationships, PNC provides subscription and other credit facilities to assist with liquidity management and investment execution.

Dedicated experienced teams serve our clients, delivering value-add research, expertise and more efficient results. Representative specialty industries include:

  • Chemicals & Plastics
  • Food & Beverage
  • Technology
  • Energy
  • Healthcare
  • Pharmaceuticals & Life Sciences
  • Government Contracting
  • Insurance
  • Professional Sports League
  • Metals & Mining

PNC Business Credit, PNC Mezzanine Capital and PNC Erieview Capital work with sponsors in conjunction with other debt and equity providers throughout the capital stack to deliver timely deal execution. Debt solutions span various tranches and specializations including:

  • Senior Secured Financing
  • Junior Secured & Second Lien Financing
  • Subordinated Debt & Other Junior Capital
  • Technology Finance
  • Channel Finance
  • Retail and Asset-Based Lending

PNC has closed 3,000+ deals in nearly 25 years across a wide variety of industries and across the United States, Canada and the United Kingdom.

We are highly focused on providing a vast array of financing and non-credit solutions, including core competencies in the following:

  • A/R Securitization and Monetization
  • Supply Chain Finance
  • Aviation Finance
  • Treasury Management
  • Capital Markets & Liquidity Management
  • Wealth Management & Organizational Financial Wellness Programs
  • Industry Specialties
  • PNC Concierge Banking

With over $1.4B in annual technology spend[1], PNC continuously evaluates new concepts and technologies to unlock value and propel growth through working capital improvement solutions, cost reduction strategies and increased efficiency for sponsors and their portfolio companies.

With a family of capabilities and specialized advisors that offer hands-on transaction support, we advise clients as follows as they prepare to transition ownership.

  • Harris Williams is an investment bank specializing in M&A advisory services in the middle market and a trusted thought partner to owners, management teams and buyers.
  • Solebury Capital is a leading equity capital markets advisory firm offering unbiased advice on all types of equity transactions including IPOs, SPACs and other monetizations, including block trades.
  • Fortis Advisors is a leading provider of post-closing shareholder representative services for private equity and other selling shareholders in hundreds of private M&A transactions per year.
  • PNC PAID is a scalable deal support technology, inclusive of providing escrow and paying agent services and a differentiated reporting dashboard.

Through Sixpoint Partners, we provide advisory services to sponsors giving them access to a full suite of flexible liquidity solutions, including:

  • Multi-and Single-Asset Continuation Vehicles
  • Fund Tender Offers & Restructurings
  • NAV Loans & Preferred Equity
  • Annex Funds

We offer leading advice, comprehensive diligence and structuring execution, and deep coverage of both the secondary investor and institutional limited partner buyer bases.

750+

Financial Sponsor
Relationships[1]

$75B+

Financial Sponsor
Commitments Under Management[1]

$1.4B+

PNC's Investment
in Technology[1]

Top 5

Treasury Management
Provider in the U.S.[2]

Concierge Banking for Financial Sponsors

Learn more about how financial sponsors and portfolio companies can leverage PNC Concierge Banking.

Through PNC Concierge Banking, our Financial Sponsor Coverage group works with you and your portfolio companies to identify potential areas for value creation across every stage of the investment life cycle including diligence and onboarding, portfolio operations, and exits.

We offer you access to the PNC Concierge Banking Portal, an innovative platform created for sponsors and their portfolio companies to identify areas of interest and need across working capital & cash flow optimization, liquidity management, international solutions, deal support and employee services. The link below can be shared with portfolio company management teams.

Benefits include:

  • Coordinated approach to PNC’s extensive capabilities and advisory services with access to high-quality product specialists
  • Relationship pricing
  • Dedicated service and implementation teams
  • Access to an interactive portal for finance executives and stakeholders to explore and select solutions in a no-pressure environment

Visit the Concierge Banking Portal to learn more »

Strategic Ideas & Insights

Gain Market Insight

How Value Creation Teams are Key to Maximizing Private Equity Returns

Value creation teams come in many shapes and sizes; and the value they bring to private equity firms is becoming widely recognized.

2 min read

Gain Market Insight

How to Generate Deal Efficiencies in a Competitive Market

Stay competitive throughout the entirety of the deal life cycle.

4 min read

Gain Market Insight

Top Investor Questions Right Now

As we enter the second half of the year, we address 10 key questions that may be on investors’ minds.

1 min read

Our Leadership Team

We value our relationships and strive to continuously provide our clients with customized programs to unlock value
and propel growth through differentiated strategic ideas, insight and solutions.
Contact the Financial Sponsor Coverage group:

Danica Griffith


Head of Financial
Sponsor Coverage

Aimee LeWinter


Managing Director,
Financial Sponsor Coverage

Contact Us

PNC’s Financial Sponsor Coverage group is dedicated to supporting sponsors of all sizes and their portfolio companies across the fund life cycle. Contact our leadership team above or complete the form below and we will respond as soon as possible.

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