Medalist Partners Corporate Finance LLC

Medalist Partners Corporate Finance LLC (MPCF) is a financial advisor firm established in May 2006 in Alpharetta, Georgia. Specializing in providing discretionary investment advisory services to collateralized loan obligation vehicles (CLOs) and warehouse lending facilities, MPCF manages five CLOs and one warehouse facility. The firm's investment philosophy focuses on balancing risk and return by investing in high-quality loans with attractive yields, primarily senior-secured, first lien loans to U.S.-based companies. MPCF's investment strategy involves rigorous underwriting processes, industry analysis, and regular review meetings. As of February 28, 2023, MPCF managed $1,258,707,221 of assets on a discretionary basis across its CLOs. The firm charges management fees ranging from .10% to .35% per annum on assets under management for its CLOs. MPCF's fee structure includes subordinated management fees and incentive management fees based on performance thresholds. The firm operates as a fiduciary, acting in the best interests of its clients. Clients of MPCF are primarily private investment funds for qualified institutional buyers and knowledgeable employees. The firm maintains a Code of Ethics and conducts regular reviews of client portfolios, with voting authority on client securities. MPCF does not have any disciplinary events, bankruptcy filings, or financial conditions impairing its ability to meet obligations to clients.