Financial Sponsors Group
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.
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:
- M&A Advisory – Buy-side, Sell-side and Recapitalization
- Debt Capital Markets – Loan Syndications, Investment Grade & HY Debt, Private Placements, Asset Securitization
- Leveraged Finance
- Financial Risk Management – Interest Rate Management, Foreign Exchange, Commodities
- Sponsor Lending Program – Subscription Loans
- Equity Capital Markets – IPOs, Convertibles and Follow-on Offerings
- Treasury Management
- Investment Management & Wealth Planning
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
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.
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)
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.
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.
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.
Last year saw more than its share of global mergers and acquisitions. As of October, more than $3 trillion in transactions have closed in 2019, according to Refinitiv.
We’re here to help: