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Investments

4

Portfolio Exits

6

About Sankaty Advisors

Sankaty Advisors, LLC, the credit affiliate of Bain Capital, LLC, is one of the private managers of fixed income and credit instruments. With approximately $20 billion in committed assets under management, Sankaty invests in a wide variety of securities and investments, including leveraged loans, high-yield bonds, distressed/stressed debt, mezzanine debt, structured products and equities.

Sankaty Advisors Headquarter Location

111 Huntington Avenue

Boston, Massachusetts, 02199,

United States

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Latest Sankaty Advisors News

Sankaty Advisors to Acquire Four CLOs with $1.6 Billion of Assets from Regiment Capital Advisors

Nov 17, 2015

Sankaty Advisors to Acquire Four CLOs with $1.6 Billion of Assets from Regiment Capital Advisors 11/16/15 BOSTON--( BUSINESS WIRE )--Sankaty Advisors, the global credit affiliate of Bain Capital, and Regiment Capital Advisors, a Boston-based investment manager, today announced the signing of a definitive agreement for Sankaty to acquire the management contracts for four portfolios of collateralized loan obligations (CLOs) totaling $1.6 billion of assets from Regiment. Financial terms were not disclosed. The management contracts to be transferred are for Cavalry CLO II, Ltd., Cavalry CLO III, Ltd., Cavalry CLO IV, Ltd., and Cavalry CLO V, Ltd., all of which contain underlying assets across a diverse array of industries. Completion of the transaction is expected by the end of 2015 upon receipt of certain necessary consents. Sankaty is a seasoned CLO manager with a strong credit investment track record over 16 years. The firm has managed 27 CLOs since inception. Sankaty currently has 12 CLOs in the U.S. and Europe under their management. The acquisition of these contracts will bring Sankaty’s CLO assets under management to $7.8 billion, and the firm’s total AUM to $28.7 billion. “We are pleased to work with the team at Regiment, who we know well, to assume management responsibility for these CLO assets,” said Jonathan S. Lavine, Managing Partner and Chief Investment Officer, Sankaty Advisors. “These assets are complementary to our existing CLO portfolios, which have been an important part of the Sankaty platform since 1999.” “We are pleased to work with Sankaty on this transaction given their long experience managing and investing in collateralized loan portfolios,” said Thomas Sorbo, a Managing Director at Regiment Capital Advisors. “We were selective in picking a partner to manage these assets, and believe Sankaty will be a strong and valued steward of these assets going forward. " Berkshire Capital Securities, WilmerHale and Dechert LLP are serving as advisors to Regiment. Ropes & Gray LLP is acting as legal advisor to Sankaty. About Sankaty Advisors Sankaty Advisors is the global credit affiliate of Bain Capital and one of the world’s leading private managers of fixed income and credit instruments. Founded in 1998 and now managing more than $26 billion of assets as of June 30, 2015, Sankaty has an integrated team of more than 230 people that enables the firm to invest up and down the capital structure and to conduct rigorous, independent analysis of thousands of corporate issuers. Sankaty invests in a wide variety of securities and investments globally, including leveraged loans, high-yield bonds, distressed and stressed debt, mezzanine debt, structured products, real estate and equities. An employee-owned private partnership, the firm has offices in Boston, New York, Chicago, London, Dublin, Hong Kong and Melbourne. About Regiment Capital Advisors Regiment Capital Advisors is a Boston-based investment manager formed in 1999. The firm focuses on managing fixed income credit-related strategies, including high yield hedge funds and structured products. Regiment’s investors include a broad range of leading U.S. endowments, foundations, health care and financial institutions, state and corporate pension plans, and family offices. For more information, please visit www.regimentcapital.com . Stories you Need to Know Stories you Need to Know It's on us. Share your news here.

Sankaty Advisors Investments

4 Investments

Sankaty Advisors has made 4 investments. Their latest investment was in Encompass Supply Chain Solutions as part of their PIPE - II on August 8, 2008.

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Sankaty Advisors Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

8/21/2008

PIPE - II

Encompass Supply Chain Solutions

$4.17M

No

8/10/2007

PIPE

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$99M

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10

2/10/2006

Unattributed VC - III

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$99M

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10

Other Investors

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$99M

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10

Date

8/21/2008

8/10/2007

2/10/2006

Round

PIPE - II

PIPE

Unattributed VC - III

Other Investors

Company

Encompass Supply Chain Solutions

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Amount

$4.17M

$99M

$99M

$99M

New?

No

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Co-Investors

Sources

10

10

10

Sankaty Advisors Portfolio Exits

6 Portfolio Exits

Sankaty Advisors has 6 portfolio exits. Their latest portfolio exit was QHotels Group on September 28, 2017.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

9/28/2017

Acquired - II

$991

1

00/00/0000

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10

00/00/0000

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10

00/00/0000

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10

00/00/0000

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10

Date

9/28/2017

00/00/0000

00/00/0000

00/00/0000

00/00/0000

Exit

Acquired - II

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Companies

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Valuation

$991

Acquirer

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Sources

1

10

10

10

10

Sankaty Advisors Acquisitions

6 Acquisitions

Sankaty Advisors acquired 6 companies. Their latest acquisition was QHotels Group on March 25, 2015.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

3/25/2015

Acquired

Acquired

1

11/4/2011

Acq - Fin

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$991

$99M

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10

4/9/2010

Take Private

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$991

$99M

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10

3/19/2007

Acquired

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$991

$99M

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10

4/24/2006

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$991

$99M

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10

Date

3/25/2015

11/4/2011

4/9/2010

3/19/2007

4/24/2006

Investment Stage

Acquired

Acq - Fin

Take Private

Acquired

Companies

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Valuation

$991

$991

$991

$991

Total Funding

$99M

$99M

$99M

$99M

Note

Acquired

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Sources

1

10

10

10

10

Sankaty Advisors Team

1 Team Member

Sankaty Advisors has 1 team member, including former Chief Financial Officer, Sally Fassler Dornaus.

Name

Work History

Title

Status

Sally Fassler Dornaus

Chief Financial Officer

Former

Name

Sally Fassler Dornaus

Work History

Title

Chief Financial Officer

Status

Former

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