New Mountain Finance (NASDAQ:NMFC) (NASDAQ: NMFC) is a closed-end, non-diversified management investment company that provides financing solutions to lower middle-market companies primarily in the United States. As a business development company (BDC), it focuses on delivering customized debt and equity capital to support growth initiatives, acquisitions, refinancings, and recapitalizations. New Mountain Finance’s investment strategy emphasizes resilient growth companies with stable cash flows and attractive risk-adjusted return profiles.
The firm’s core investment activities include senior secured first-lien loans, unitranche financing structures, mezzanine debt, second-lien facilities and occasional equity co-investments. These instruments are tailored to meet the specific needs of portfolio companies, enabling management teams to execute expansion plans or strengthen their balance sheets. Target sectors typically encompass business services, healthcare, software and technology-enabled solutions, specialty manufacturing and other niche industries where market fragmentation or growth trends offer compelling opportunities.
New Mountain Finance is externally managed by New Mountain Finance Advisors LLC, an affiliate of New Mountain Capital, a private equity firm founded in 1999 with a track record of capital preservation and long-term value creation. The BDC leverages the firm’s proprietary market intelligence, rigorous due diligence framework and active portfolio monitoring to seek downside protection and consistent income generation. Its investment professionals maintain close collaboration with company management teams to drive operational improvements and strategic initiatives.
Since its initial public offering in 2014, New Mountain Finance has built a diversified portfolio of middle-market borrowers across various industries and geographies within North America. The company’s leadership team is headed by Chief Executive Officer Anthony Maris, supported by senior investment professionals with deep backgrounds in private credit, corporate finance and risk management. Through a disciplined approach and experienced stewardship, New Mountain Finance aims to deliver steady returns for shareholders while supporting the long-term growth of its portfolio companies.
