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Monroe Capital

Mid-market debt and equity investor

Overview

Monroe Capital provides senior and junior debt and equity co-investments to middle-market companies in the U.S. and Canada. Its financing options include unitranche loans, cash-flow and enterprise-value based loans, asset-based facilities, acquisition facilities, mezzanine debt, second-lien or last-out loans, and equity co-investments. The firm works with owners, senior management, and private equity sponsors to close and fund transactions quickly and offer flexible, value-added financing. Monroe differentiates itself with a flexible investment approach and a focus on speed and partnership, which has earned industry recognition as a lender of the year by MA networks and other awards. Its goal is to be a reliable, hands-on capital partner that supports growth and strategic initiatives for middle-market companies.

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About Monroe Capital

Simplify's Rating
Why Monroe Capital is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Quantitative FinanceFinancial Services

Company Size

201-500

Company Stage

N/A

Total Funding

$535.9M

Headquarters

Chicago, IL

Founded

2004

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What believers are saying

  • Monroe completed four CLO transactions in twelve months, including May 19 and October 1, 2026.
  • Simon Wein joined Monroe’s New York originations team, expanding East Coast deal sourcing.
  • Witkoff and Monroe secured $302.6 million for Miami Worldcenter on July 21, 2026.

What critics are saying

  • Keller v. Monroe Capital keeps MV Realty allegations alive after the October 6, 2026 ruling.
  • Cole Schotz said Monroe’s Hallandale recovery was cut to $4.9 million on October 27, 2026.
  • A material MV Realty judgment or settlement would damage fundraising and sponsor trust quickly.

What makes Monroe Capital unique

  • Monroe’s October 2026 ETN opens private credit to wealth channels through listed securities.
  • Its October 2026 PC CLO II priced $398.9 million, proving repeat securitization execution.
  • Monroe managed $23.8 billion across 45-plus vehicles as of July 1, 2026.

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Funding

Total Funding

$535.9M

Above

Industry Average

Funded Over

0 Rounds

Benefits

  • Hybrid Work Options
  • Remote Work Options

Company News

FinancialContent
Oct 29th, 2026
Monroe Capital named to Inc.'s 2026 Founder-Friendly Investors List.

Monroe Capital named to Inc.'s 2026 Founder-Friendly Investors List. October 29, 2026 at 06:00 AM EDT i This article is third-party content and does not represent the views of this site. Tamar Securities, LLC make no guarantees regarding its accuracy or completeness. Monroe Capital LLC ("Monroe") has been named to Inc."s 2026 Founder-Friendly Investors List. The annual list honors private equity firms, venture capital firms, and lenders with a track record of backing founder-led companies and helping them succeed. This marks Monroe's fourth consecutive year on the list since Inc. introduced its Lender category. As a founder-led firm itself, Monroe understands that success depends on supporting visionary leaders and the organizations they build. Monroe partners with founders to help them reach their full potential. Since its inception, Monroe has invested more than $7.7 billion in founder-led businesses, reflecting its commitment to being a trusted partner. Tom Aronson, Vice Chairman and Head of Originations of Monroe Capital, said, "We're honored to be named to Inc.'s Founder-Friendly Investors List for the fourth consecutive year. At Monroe, we take pride in being a trusted capital partner to founder-led and family-owned businesses. Whether it's an acquisition, an expansion or a generational transition, we structure financing around the founder's plan and remain a steady partner as that plan evolves." Zia Uddin, President of Monroe Capital, said, "For more than two decades, Monroe has built deep relationships with founders and family-owned businesses across North America, and we've learned that the best partnerships are built on flexibility and follow-through. Through our Independent Sponsor group and family-owned business initiatives, we provide tailored financing that empowers entrepreneurs to scale, innovate and grow on their own terms. We're grateful to the founders who continue to place their trust in Monroe." "With the current funding environment and rapid changes facing growing companies, founders are looking for more than just capital from their investors. They want true partners who believe in their business, but who are also able to provide the critical advisement and strategic support they need to reach their potential," said Bonny Ghosh, Editorial Director at Inc. "The 2026 Founder-Friendly Investor awards celebrate those firms - the ones committed to partnership, excellence, and helping founder-led companies grow." About Monroe Capital Monroe is a premier asset management firm specializing in private credit markets across various strategies, including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity. Since 2004, the firm has been successfully providing capital solutions to clients in the U.S. and Canada. Monroe prides itself on being a value-added and user-friendly partner to business owners, management, and both private equity and independent sponsors. Monroe's platform offers a wide variety of investment products for both institutional and high net worth investors with a focus on generating high quality "alpha" returns irrespective of business or economic cycles. The firm is headquartered in Chicago and has 14 locations throughout the United States, Asia, Australia, Europe, and Middle East. Monroe has been recognized by both its peers and investors with various awards including Inc.'s 2026 Founder-Friendly Investors List; GrowthCap Advisory's 2025 Top Private Credit Firm List; DealCatalyst as the 2025 Most Innovative Private Credit CLO Manager and Boutique Private Credit CLO Manager of the Year; Private Debt Investor as the 2025 CLO Manager of the Year, Americas; Global M&A Network as the 2025 Lower Mid-Markets Lender of the Year, U.S.A; Korean Economic Daily as the 2025 Best Asset Manager of the Year, Private Debt Mid-Cap; Creditflux as the 2021 Best U.S. Direct Lending Fund; and Pension Bridge as the 2020 Private Credit Strategy of the Year. For more information and important disclaimers, please visit www.monroecap.com. Disclaimer This is neither an offer to sell nor a solicitation of any offer to buy any securities in any fund managed by Monroe Capital. Any offering is made only pursuant to the relevant offering documents and the relevant subscription application, all of which should be read in their entirety. The information provided above is solely for informational purposes and may not be representative of a particular investor's experience, nor should the information be construed, or relied upon, as any indication of future performance of Monroe or any of its funds. Contacts. Report this content If you believe this article contains misleading, harmful, or spam content, please let Tamar Securities, LLC know.

Royal Crescent Publishing Limited
Oct 15th, 2026
Monroe opens direct lending strategy to wealth channel via ETN.

Monroe opens direct lending strategy to wealth channel via ETN. October 15 2026 Monroe Capital has launched an exchange traded note (ETN) linked to its lower middle-market direct lending strategy, giving wealth investors access to the mandate. Wealth managers, private banks and family offices can now access the direct lending strategy through a single listed security, which is designed to fit the brokerage and custody channels they already use. The note carries a daily price and a standard ISIN, meaning subscriptions, transfers and portfolio reporting follow the same process as any listed holding. That removes the subscription documents, capital calls and bespoke reporting that typically accompany private credit allocations, Monroe said. The strategy is invested primarily in senior secured loans to US lower middle-market companies and has previously been available to Monroe's institutional investors. The note was developed with PM Alpha, a digital private markets platform, which provided the structuring framework and platform technology, and EBW Capital, which will lead distribution across Latin America and the US offshore market through its network of wealth management institutions. "Demand for private credit from international wealth channels has outpaced the infrastructure available to serve it," said Zia Uddin, president of Monroe Capital. "Working with PM Alpha and EBW Capital, we can deliver the same lower middle-market direct lending strategy our institutional investors have accessed for two decades, in a format that fits the way private banks and family offices already operate." Tom Douie, chief executive of PM Alpha, said the firm continued to see strong demand from private banks, family offices and wealth managers for private credit strategies in a format that integrates with existing investment administration rails. "The ETN structure provides that bridge, combining institutional investment exposure with the simplicity and convenience of a listed security, that is already accessed by more than 200 wealth and asset managers globally," he added. The note is issued by PM Alpha Designated Activity Company, denominated in US dollars and listed on the Vienna Stock Exchange. It is available now through PM Alpha with a minimum investment of $50,000 and $15,000 thereafter, the firms said. It is not offered in the US or to US persons. Monroe Capital is a Chicago-headquartered asset manager specialising in private credit across strategies including direct lending, technology finance, venture debt, alternative credit solutions, structured credit, real estate and equity.

Yahoo Finance
Sep 30th, 2026
Monroe Capital hires Simon Wein as director on East Coast direct originations team

Monroe Capital has appointed Simon Wein as Director on its direct originations team, based in the New York office. Wein will focus on originating new business opportunities across the East Coast region. Wein brings over 10 years of experience in direct lending and structured finance. He previously served as Director in the Capital Structure Advisory Investment Banking group at Raymond James, where he advised on complex financing, restructuring, and M&A transactions. Jack Bernstein, Managing Director and Group Head of East Coast Direct Originations, said Wein's expertise and market insight will enhance the firm's ability to serve private equity sponsors and middle-market companies across the East Coast. The appointment reflects Monroe Capital's ongoing commitment to expanding its reach and delivering tailored capital solutions to middle-market businesses nationwide.

ABF Journal
Sep 30th, 2026
Monroe Capital hires Wein as director on direct originations team.

Monroe Capital hires Wein as director on direct originations team. Simon Wein brings over 10 years of experience in direct lending and structured finance. Prior to joining Monroe, he served as a director in the capital structure advisory investment banking group at Raymond James, where he advised on complex financing, restructuring and M&A transactions. Monroe Capital added Simon Wein as a director on the direct originations team. Wein will be responsible for originating new business opportunities within the East Coast region and will be based in the firm's New York office. Wein brings over 10 years of experience in direct lending and structured finance. Prior to joining Monroe, he served as a director in the capital structure advisory investment banking group at Raymond James, where he advised on complex financing, restructuring and M&A transactions. "We are very excited to add Simon to the Monroe Capital originations team," Jack Bernstein, managing director, group head, East Coast Direct originations and co-head of the New York Office, said. "His experience in direct lending and structured finance along with his deep advisory background and track record of executing complex financing, restructuring and M&A transactions make him an excellent addition to our team. Simon's expertise and market insight will further enhance our ability to serve sponsors and middle-market companies across the East Coast while continuing to grow our premier direct originations platform."

Structured Finance Association
Sep 30th, 2026
Monroe Capital prices $398.9M private credit CLO, its fourth in 12 months

Monroe Capital has priced Monroe Capital PC CLO II, a $398.9 million collateralized loan obligation transaction. This marks the firm's second new-issue CLO in 2026 and fourth CLO deal over the past 12 months. Deutsche Bank served as lead arranger for the transaction, which is collateralized primarily by senior secured loans to lower middle-market and traditional middle-market companies. The capital structure includes investment-grade debt tranches rated from AAA through BBB-. Monroe has issued more than $13 billion in structured products since inception. As of 1 July 2026, the Chicago-based private credit asset manager had $23.8 billion in assets under management across more than 45 investment vehicles.

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