Investor Presentaiton
STRATEGY OVERVIEW
Bain Capital's depth of industry expertise gives rise to actionable investment themes
TECHNOLOGY
•
Mission critical enterprise
•
software providers with recurring
revenue models
•
•
Structural sector shifts and
growing e-commerce
AEROSPACE AND DEFENSE
BUSINESS AND
FINANCIAL SERVICES
DISTRIBUTION AND
TRANSPORTATION
Long-term secular tailwinds
supporting increased global travel
Supply chains of global lessors to
support fleets are increasing
across the globe
• Evolving landscape as companies
adapt to the global economy and
industry changes
•
Consolidation trends and shift
away from large banks across
wealth management and RIA
platforms
Increased global trade,
centralized warehousing and last
mile home delivery
⚫ Shift away from just-in-time
inventory management due to
labor and infrastructure shortages
POTENTIAL OPPORTUNITIES
• Evolving and emerging technology
platforms
• Technology hardware companies
•
Strong visibility into the aviation
ecosystem across aerospace
manufactures, airlines, service
providers and aircraft hard assets
Private-market capital solutions,
aircraft leasing, and opportunistic
traded investments
•
High value add service providers
providing mission critical
solutions for end customers
Established platforms in wealth
management space that benefit
from strong historical growth
Founder-owned businesses
seeking value-add capital
• Complex strategies with premier
local operators
SONTIQ
Digital
River
LEAP
OneShield
SOFTWARE
Jetstream
AVIATION
CAPITAL
FSi
sumup
MRH
AMERICAN
Gulf WindsⓇ
TROWE
TRAILER RENTAL GROUP
FORWARD SLOPE INC.
JONATHAN
ENGINEERED SOLUTIONS
Whitcraft
PPX
HOSPITALITY
BRANDS
Aimbridge
Parcel2GO.com
Omni Logistics
Hospitality
Represents Bain Capital Credit's view at the time of this presentation and is subject to change. For illustrative purposes only. Trademarks are properties of their respective owners.
BainCapital These selected transactions are shown for illustrative purposes only. These investments are not necessarily indicative of any investments that Bain Capital Credit will or could make
CREDIT
in the future. The companies identified above do not represent all of the investments made by Bain Capital Credit, and it should not be assumed that the investments identified
were or will be profitable. RIA = Registered Investment Advisor.
18View entire presentation