Financial Sponsors Group

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Jeff Thieman

Jeff Thieman

Financial Sponsors Group

Fifth Third’s Financial Sponsors Group provides nationwide coverage to more than 150 of the most successful, middle-market private equity firms and family offices in the country. What is a financial sponsor? We believe a financial sponsor is a trusted partner who thinks beyond individual transactions, and adds value to clients’ investment strategies with innovative thinking and actionable ideas.

Our highly strategic advisory approach makes us uniquely qualified to deliver M&A, leveraged finance, loan syndication and equity franchise solutions to the financial sponsor community and their portfolio companies. As part of Fifth Third, financial sponsors investment banking partners with both industry and product teams to achieve consistently strong execution on behalf of our clients.

infographic showing advanced capabilities 

A Full Range of Advanced Capabilities

The Financial Sponsors Group provides a full suite of Capital Markets, Investment Banking and Corporate Banking capabilities across our clients’ investment life cycle: 

Recent Transactions

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Dollar Tree

Transaction Size: $2,032,000,000 | $4,000,000,000
Fifth Third Capital Markets Role: Joint Lead Arranger and Joint Book-Running Manager
Transaction Type: Debt Capital Markets and Bond Capital Markets
Industry: Consumer & Retail

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Planet Fitness Midwest

Transaction Size: $65MM | $15MM
Fifth Third Capital Markets Role: Sole Lead Arranger, Administrative Agent and Exclusive Financial Advisor
Transaction Type: Senior Secured Debt and Unsecured Subordinated Debt
Industry: Consumer & Retail

Investment Banking
Fifth Third Securities, Inc. served as the exclusive financial advisor to Planet Fitness Midwest on their recent growth capital raise. Together, Fifth Third Bank raised $65 million of senior debt through syndication+ and Fifth Third Securities, Inc. placed $15 million of subordinated debt++ to facilitate the Company’s considerable growth trajectory.

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Delta

Transaction Size: $2,650,000,000 | $1,600,000,000
Fifth Third Capital Markets Role: Joint Lead Arranger and Joint Active Book-Running Manager
Transaction Type: Bond Capital Markets
Industry: Diversified Industrials

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City of Evansville, IN Redevelopment Authority

Transaction Size: $92,425,000
Fifth Third Capital Markets Role: Senior Manager
Transaction Type: Lease Rental Revenue Refunding Bonds, Series 2016 (Arena Project)
Industry: Government

Fixed Income Sales and Trading
Fifth Third Securities, Inc. was the Senior Manager on the City of Evansville, Indiana, Redevelopment Authority Lease Rental Revenue Refunding Bonds, Series 2016 (Arena Project) transaction. The $92,425,000 municipal bond transaction was completed in the third quarter of 2016. The City intends to use the net proceeds from the offering to refund the 2010B Build America Bonds for a net savings of nearly $12,000,000.

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McInnes Rolled Rings

Fifth Third Capital Markets Role: Exclusive Financial Advisor
Transaction Type: M&A
Industry: Diversified Industrials

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Genuent, LLC

Fifth Third Capital Markets Role: Exclusive Financial Advisor
Transaction Type: M&A
Industry: Business and Tech-Enabled Services

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City Gear, LLC

Fifth Third Capital Markets Role: Exclusive Financial Advisor
Transaction Type: M&A Advisory
Industry: Consumer & Retail

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MasterCraft Boat Holdings, Inc.

Transaction Size: $190,000,000
Fifth Third Capital Markets Role: Lead Arranger and Sole Book Runner
Transaction Type: Capital Raise
Industry: Consumer & Retail

See More Transaction Highlights

*Executed by Fifth Third Securities, Inc.

Additional Resources

How Financial Sponsors Elevate the Deal Process

While the term is becoming more familiar for business owners, it’s important to understand the use case of seeking a financial sponsor. We take a look at key impact a financial sponsor can have during an M&A.

3 M&A Trends Middle Market Companies Should Be Watching Closely

Today, there is record breaking merger & acquisition (M&A) growth in the United States. Here are the top 3 middle market M&A trends you should know about.

New Report: 70% Of Finance Execs Believe Cryptocurrency Is Here To Stay

A report released by consulting firm Greenwich Associates says that over 70% of institutional finance executives surveyed believe that cryptocurrency will have a place in the future of the industry.