Active Investment Strategy Penfund has a strong track record of investing in a diverse range of middle market companies across North America, including recent investments in healthcare, wealth management, and service industries, indicating ongoing and targeted expansion across sectors.
Recent Fund Launch The launch of Penfund's new senior debt fund demonstrates a commitment to broadening their capital offering, presenting opportunities for partnerships with financial institutions and potential co-investment or engagement in future funds.
Growth-Focused Expansion Penfund's recent investments, such as in CBI Health and Gastro Health, show an interest in healthcare and service sectors, suggesting potential opportunities to collaborate on financing or advisory services in similarly trending industries.
Investment Appetite With assets under management totaling 1.5 billion dollars and investments exceeding 3 billion dollars since 1979, Penfund represents a stable partner with substantial capital, ideal for co-investment, secondary market opportunities, and tailored financial solutions.
Strategic Leadership The addition of senior leaders like Joe Mattina as head of origination indicates a focus on expanding deal flow and origination capabilities, providing avenues for sales teams to engage with their expanding network for targeted deal sourcing and partnership opportunities.