Adtheorent SPAC Presentation Deck
MONROE
MCAP - A Catalyst for Growth M CAPITAL
Leading
Investment
Platform
Commitment to
AdTheorent
Sector
Expertise
Successful SPAC
Co-sponsor¹
Selected
Investments
Confidential | Page 5
●
MCAP is sponsored by an affiliate of Monroe Capital, a leading asset management firm with $9.7 billion of
committed and managed capital as of March 21, 2021
• Monroe has sourced and executed more than 1,425 investments totaling over $21.0 billion
●
Monroe has been an incumbent lender since H.I.G. Growth's Investment in December 2016
In addition, Monroe has a minority equity co-invest position in AdTheorent representing ~2.5% fully-diluted ownership
Monroe has invested over $6.4 billion in more than 320 software, tech-enabled and business services companies
since inception, including over $3.0 billion across more than 75 software, tech-enabled and business services
companies since 2019
Thunder Bridge I
June 2018
$258mm IPO
Acquired
INMOBI MediaAlpha health
Source: CapitallQ Data as of 4/7/2021.
(1) Past performance is not indicative of future success.
(2) Based on fully diluted EV of $1.9B, as of December 31, 2020.
REPAY
Realtime Electronic Payments
July 2019
NASDAQ: RPAY
$653mm EV
>200% EV Growth Since IPO²
union
d
Digital Media
Solutions
REPAY
Realtime Electronic Payments
ADTHEORENT
Thunder Bridge II
August 2019
NASDAQ: THBR
$345mm IPO
Announced
indie
June 2021
NASDAQ: INDI
ⒸMINDBODY. ACQUIa Recorded MADISON qualifacts relevate
Future LOGIC.
HEALTH GROUPView entire presentation