Concierge Solutions for Financial Sponsors


Unlocking value and propelling growth for sponsors and their portfolio companies

Value-Driven Approach to the Financial Sponsor Sector

Discover how the PNC Financial Sponsor Coverage team delivers the entire bank to firms and their portfolio companies, including customized solutions for private equity & private credit firms, independent sponsors, family offices and other financial sponsors.

 

PNC has a long-standing record of achievement and a full complement of financial products and services to help sponsors and their portfolio companies work strategically to enhance liquidity and propel growth throughout all economic cycles.

Fund Life Cycle Solutions

When you leverage the resources and strength of PNC, you enlist the trusted expertise of the Financial Sponsor Coverage group to solve problems and deliver customized solutions throughout each fund life cycle phase. The majority of these solutions are also applicable to independent sponsors and family offices.

Fundraising, LP Relations
& Fund Finance

Through Sixpoint Partners we deliver the following capabilities to help private equity firms efficiently raise institutional capital:

  • Primary fund placement services
  • Equity and debt co-investment placement services
  • Customized investor relations campaigns in between fundraises
  • Strategic seeding partnership opportunities through SP Capital Partners for new fund managers

Through Solebury Trout’s ESG 360 practice we deliver Environmental, Social and Governance (ESG) communications and strategic programming recommendations to drive investor and portfolio engagement.

In further support of our sponsor relationships, PNC provides subscription and other credit facilities to assist with liquidity management and investment execution.

Deal
Sourcing

Dedicated experienced teams serve our clients, delivering value-add research, expertise and more efficient results. Representative specialty industries include:

  • Chemicals & Plastics
  • Food & Beverage
  • Technology
  • Energy
  • Healthcare
  • Pharmaceuticals & Life Sciences
  • Government Contracting
  • Insurance
  • Professional Sports League
  • Metals & Mining

Deal
Closings

PNC Business Credit, PNC Mezzanine Capital and PNC Erieview Capital work with sponsors in conjunction with other debt and equity providers throughout the capital stack to deliver timely deal execution. Debt solutions span various tranches and specializations including:

  • Senior Secured Financing
  • Junior Secured & Second Lien Financing
  • Subordinated Debt & Other Junior Capital
  • Technology Finance
  • Channel Finance
  • Retail and Asset-Based Lending

PNC has closed 3,000+ deals in nearly 25 years across a wide variety of industries and across the United States, Canada and the United Kingdom.

 

Portfolio Operations
& Value Creation

We are highly focused on providing a vast array of financing and non-credit solutions, including core competencies in the following:

  • A/R Securitization and Monetization
  • Supply Chain Finance
  • Aviation Finance
  • Treasury Management
  • Capital Markets & Liquidity Management
  • Wealth Management & Organizational Financial Wellness Programs

With over $1.4B in annual technology spend[1], PNC continuously evaluates new concepts and technologies to unlock value and propel growth through working capital improvement solutions, cost reduction strategies and increased efficiency for sponsors and their portfolio companies.

Deal
Exits

With a family of capabilities and specialized advisors that offer hands-on transaction support, we advise clients as follows as they prepare to transition ownership.

  • Harris Williams is an investment bank specializing in M&A advisory services in the middle market and a trusted thought partner to owners, management teams and buyers.
  • Solebury Capital is a leading equity capital markets advisory firm offering unbiased advice on all types of equity transactions including IPOs, SPACs and other monetizations, including block trades.
  • Fortis Advisors is a leading provider of post-closing shareholder representative services for private equity and other selling shareholders in hundreds of private M&A transactions per year.
  • PNC PAID is a scalable deal support technology, inclusive of providing escrow and paying agent services and a differentiated reporting dashboard.
 

Secondary Liquidity
Solutions

Through Sixpoint Partners, we provide advisory services to sponsors giving them access to a full suite of flexible liquidity solutions, including:

  • Multi-and Single-Asset Continuation Vehicles
  • Fund Tender Offers & Restructurings
  • NAV Loans & Preferred Equity
  • Annex Funds

We offer leading advice, comprehensive diligence and structuring execution, and deep coverage of both the secondary investor and institutional limited partner buyer bases.

750+

Financial Sponsor Relationships[1]

$60B+

Financial Sponsor Commitments Under Management[1]

$1.4B+

PNC's Investment
in Technology[1]

Top 4

Treasury Management Provider in the U.S.[2]

Concierge Banking for Financial Sponsors

Learn more about how financial sponsors and portfolio companies can leverage PNC Concierge Banking.

Through your relationship with PNC, you will have access to PNC Concierge Banking, an innovative platform that combines a broad set of differentiated financial services with the intellectual capital of our industry-leading teams for your funds and portfolio companies.

Benefits include:

  • Coordinated approach to PNC’s extensive capabilities and advisory services with access to high-quality product specialists
  • Preferred pricing
  • Dedicated service and implementation teams
  • Access to an interactive portal for finance executives and stakeholders to explore and select solutions in a no-pressure environment

Visit the Concierge Banking Portal to learn more »

Strategic Ideas & Insights

Gain Market Insight

Key Trends in Private Equity

A look into five recent trends in private equity and the drivers contributing to their increased importance to financial sponsors.

4 min read

Raise Capital

Understanding Unitranche Loan Structures

Before unitranche debt, middle-market borrowers did not have access to the same kind of innovative financing options as larger organizations.

3 min read

Gain Market Insight

Top Investor Questions Right Now

As we enter the second half of the year, we address 10 key questions that may be on investors’ minds.

1 min read

Our Leadership Team

We value our relationships and strive to continuously provide our clients with customized programs to unlock value and propel growth through differentiated strategic ideas, insight and solutions.
Contact the Financial Sponsor Coverage team:
 

Danica Griffith


Head of Financial
Sponsor Coverage

Read Bio

 

Aimee LeWinter


Managing Director,
Financial Sponsor Coverage

Read Bio

 

Contact Us

PNC’s Financial Sponsor Coverage team is dedicated to supporting sponsors of all sizes and their portfolio companies across the fund life cycle. Contact our leadership team above or complete the form below and we will respond as soon as possible.

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Danica Griffith

Head of Financial Sponsor Coverage


Danica leads PNC’s national Financial Sponsor Coverage team. Her primary responsibilities include designing, implementing and evaluating corporate strategy as it relates to firm-wide private equity, private credit and related portfolio company business. She is tasked with enhancing PNC's core banking product offerings to private equity firms and the companies they own, helping deliver all of PNC in a way that deepens new and existing sponsor relationships and serving as central point of contact for bankers looking to access cross-line of business products and services on behalf of their clients. Danica spent over a decade building and leading an advisory business at Goldman Sachs and before that she worked in secondary school capital campaign development and major gift fundraising. She is a former member of the Southeastern Council of Foundations, the Advisory Boards of Skyland Trail and The Woodruff Arts Center, and the Board of Directors of Odyssey and The Wharton Club of Atlanta. Danica received her MBA with honors from The Wharton School at the University of Pennsylvania and her BA with honors from Harvard University, where she was pre-med, played volleyball and rowed Crew.

Aimee LeWinter

Managing Director, Financial Sponsor Coverage


Aimee is responsible for delivering banking, advisory and value-added services to private equity & private credit firms, other financial sponsors and related portfolio companies across each phase of the fund life cycle. In addition to strategy and execution, she also facilitates coordination and partnership across the PNC enterprise for an enhanced client experience. With nearly two decades in the industry, Aimee has previously served in various business development and leadership roles, most recently as senior vice president and business development officer, middle market relationship manager and commercial banking team leader.

Aimee is a mentor with Women of Tomorrow, the past chair and active member of the ACG South Florida Women Connect committee and is a former board member of the Greater Fort Lauderdale Alliance, Leadership Broward Foundation and Jewish Federation of Broward. She also is a past recipient of the SFBJ Top 40 Under 40 and the Sun Sentinel Top Workplace Professional awards. Aimee received her MBA and BSBA with honors from the University of Florida, after beginning her undergraduate studies at Emory University, and is a Certified Treasury Professional.

Important Legal Disclosures and Information

  1. Barclay’s U.S. Large-Cap Banks – State of the Industry Report, March 2021.

  2. EY, 2019.

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