Asset scale Medley manages over 5 billion dollars in assets across two business development companies and private investment vehicles, signaling a potential for scalable co-investment or managed account opportunities with institutional and retail investors.

Direct origination With a national direct origination franchise of more than 85 professionals, Medley presents a ready-made channel for origination partnerships, secondary market facilities, or warehouse facilities to enhance deal flow in the middle market.

Middle market focus Medley has historically financed over 400 companies across 35 industries in North America, indicating a broad credit appetite in the middle market and openness to diversified credit strategies and sector-focused funds.

Diversified structure As a manager of BDCs, a credit interval fund, a total return fund, and private vehicles, Medley demonstrates flexibility in product structures which can create cross-sell opportunities for advisory, fund administration, and turnkey investment solutions.

Public visibility Publicly traded and NASDAQ-listed elements (MCC, SRNTX, MDLY) suggest familiarity with public markets and potential for investor relations collaborations, co-branding, and quarterly update engagements to drive awareness and new capital formation.