Tree Line Capital Partners

**Company Description:** Tree Line Capital Partners is a private credit asset management firm that specializes in direct lending to the lower middle market. Founded in 2014, it was established by Managing Partners Tom Quimby and Jon Schroeder, initially backed by Stone Point Capital. The firm focuses on providing capital for acquisitions, recapitalizations, refinancings, and expansion projects. **Goals and Philosophy:** Tree Line aims to be a reliable lender and has a strong focus on relationship-building within the lower middle-market segment. They prioritize delivering consistent financial solutions and have become a significant player in this sector with over $5 billion committed since inception.**Investing Thesis:** Tree Line specifically targets companies with $3 million to $30 million of EBITDA and least $8 million of annual recurring revenue (ARR). Their investments typically fall within transaction sizes up to $150 million, focusing on senior secured loans, unitranche term loans, and equity co-investments, primarily in software & tech-enabled services, business services, healthcare services, consumer, niche manufacturing, and financial services.**Key Statistics:** - **Assets Under Management:** $2.6B - **Commitments Issued:** >$5.0B - **Transactions Closed:** 361 - **Agent or Lead Deal Arranger:** 88% - **Repeat & Referral Deal Flow:** 50%Tree Line has offices in San Francisco, New York, and Austin, and aims to maintain a dependable approach to lending that fosters long-term partnerships.