CION Investment (NYSE:CION) (NYSE: CION) is a publicly traded business development company that specializes in providing financing solutions to U.S. middle‐market companies. Externally managed by CION Investment Management LLC, the firm focuses on structuring and originating debt and equity investments across a variety of industries, seeking to deliver attractive risk‐adjusted returns. CION draws on its deep credit expertise and flexible investment mandate to address the diverse capital needs of established businesses.
The company’s investment portfolio primarily consists of first‐lien senior secured loans, second‐lien loans, mezzanine debt, and select equity co‐investments. CION’s experienced credit team works directly with borrowers to structure customized financing packages that support growth initiatives, acquisitions, recapitalizations, and refinancings. Through this diversified approach, the firm aims to capture income from interest payments while preserving capital through secured structures and diligent monitoring.
Since its inception, CION has built a track record of partnering with dynamic middle‐market companies across a wide range of sectors, including healthcare, business services, industrials, and consumer products. The company’s strategy emphasizes both yield generation and downside protection, leveraging rigorous credit analysis and active engagement with portfolio companies. Headquartered in New York City, CION invests primarily in the United States and selectively in Canada, positioning its portfolio to benefit from domestic economic growth and resilient market fundamentals.
CION’s leadership team is spearheaded by its CEO and Chief Investment Officer, Steven A. Shore, who co‐founded the firm’s external manager and brings decades of credit and private capital experience. Supported by senior professionals in origination, underwriting, and portfolio management, the team maintains a disciplined investment process and a focus on proactive risk management. Together, they aim to provide shareholders with consistent quarterly income distributions and total return potential over the long term.
