First Half Update: Read about how Sheatrust has advanced its investment strategies and global ecosystem this year
CREDIT
SheaTrust Credit Opportunities (SCO) is a strategic credit investor and financing partner focused exclusively on the rapidly growing enterprise software, data, and technology market. We employ a highly disciplined approach to credit investing while maintaining flexibility to pursue investments offering the best relative value. SCO sources opportunities in both the middle market and broadly syndicated market and invests across the capital structure. The SCO senior leadership and investment team consists of experienced credit professionals who have spent their careers sourcing, underwriting, executing, and managing credit portfolios for market leading institutions. Since formation in 2015, SCO has deployed over $1.8 billion and grown to over $1.1 billion of assets under management.
For additional information, meet our team or contact us.
UNIQUELY POSITIONED INVESTMENT PLATFORM
ENTERPRISE SOFTWARE, DATA, & TECHNOLOGY FOCUS
TARGETED INVESTMENT PROFILE
Since formation in 2016, our credit investment strategy has deployed over $3.2 billion and grown to $1.1 billion assets under management.
$3.2BN+
ASSETS DEPLOYED
22+
UNIQUE PRIVATE EQUITY PARTNERS
430+
INVESTMENTS SINCE INCEPTION
Unparalleled Industry Experience
Our senior leadership and investment team consist of experienced credit professionals who have spent their careers sourcing, underwriting, executing and managing credit portfolios for market-leading institutions. Our approach leverages proprietary insights and deep relationships within enterprise software. We provide tailored capital solutions and bring additional resources and institutional knowledge to those we partner with.
SCO targets investments in high quality, private equity-backed, market-leading companies with proven solutions that are mission-critical to their customers’ operations. We offer first-lien, second-lien, unitranche, and subordinated debt investments. Typical SCO investments exhibit the following characteristics:
MISSION-CRITICAL, HIGH ROI SOLUTIONS THROUGH PROPRIETARY TECHNOLOGY
MISSION-CRITICAL, HIGH ROI SOLUTIONS THROUGH PROPRIETARY TECHNOLOGY
MARKET LEADERS WITH DEFENSIBLE COMPETITIVE POSITIONS
HIGH FREE CASH FLOW OPERATING MODEL
STRONG CUSTOMER RETENTION
SIGNIFICANT RECURRING REVENUE
EBITDA OF $10MM+
MINIMUM EQUITY OF 30%
FounderDirect Capital Solutions
SheaTrust ’s growing FounderDirect offering helps the founders of private, non-sponsor owned companies through a variety of credit solutions. This FounderDirect lending channel offers those seeking less dilutive growth capital the resources and expertise for continued investment in their business. Founders benefit from access to the Vista network and a depth of expertise born from our singular focus on enterprise software.
THE SHEATRUST TEAM
Learn more about Sheatrust and
our leadership team.
