Financial Services
Financial Services Expertise. Flexible Credit Solutions.
Manulife | Comvest Credit Partners provides flexible debt financing solutions to help drive meaningful growth of middle-market companies throughout North America. Our veteran investment team offers specialized experience from structuring, financing and closing dozens of transactions throughout the Financial Services vertical, with a demonstrated record of helping borrowers achieve their financing goals.
Our collaborative investment process results in bespoke financing solutions highly tailored to each borrower’s situation, asset class, and growth trajectory. With the ability to provide special purpose vehicle, holding company and direct operating company financings, our flexible investment structures can support a variety of capital needs. Our experience covers a wide range of subsectors, including insurance services, insurance capital solutions, professional services, wealth and asset management, real estate services, and more.
We can provide considerable immediate capital of up to $300 million or more per transaction as well as delayed draws and follow-on investments to help companies pursue additional growth opportunities.
We are committed to developing strong relationships with many types of borrowers, including private equity sponsors, independent sponsors, and management teams.
Investment Profile
COMPANY SIZE
- $7.5M+ EBITDA (average ~$35M)
STRUCTURING CONSIDERATIONS
- Enterprise Value / Cash Flow Facilities
- Capital & Surplus Value Facilities
- Asset-Based Facilities
- Delayed Draw Term Loans / Accordian Facilities
FINANCING PRODUCTS
- First Lien Facilities
- Unitranche Facilities
- Leverage and PIK flexibility through Comvest’s Unistretch solution
- Split Lien Facilities
- Last Out Facilities
- Second Lien Facilities
- Equity Co-Investments
INVESTMENT
- Up to $300M+ per transaction
- Potential for follow-on capital
OWNERSHIP
- Public or Private
- Private equity-sponsored, non-traditionally sponsored or non-sponsored
TRANSACTION TYPES
- Change-of-Control Buyouts
- Growth Capital
- Refinancings
- Recapitalizations
- Add-On Acquisitions
SUBSECTORS OF INTEREST
- Insurance Services
- Insurance Capital Solutions
- Professional Services
- Wealth / Asset Management
- Real Estate Services
- Other Financial Services
Representative Investments
Financial Services Contacts
Contact the Financial Services Team
The companies listed above represent the diverse mix of Financial Services sectors in which Manulife | Comvest Credit Partners invests. A complete list of all portfolio companies in which Manulife | Comvest Credit Partners has invested is available upon request. This information is provided for informational purposes only and should not be deemed as a recommendation to buy any security. All dollar values represent capital committed. The companies listed represent investments prior to August 6, 2025, when Manulife Investment Management announced an agreement to acquire 75% of Comvest Credit Partners. The transaction closed on November 3, 2025.
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No information conveyed through this portal is intended to provide professional, investment, legal, or tax advice and should not be relied upon in that regard nor does such information constitute a solicitation of an offer to buy or an offer to sell securities in any jurisdiction.
