New Mountain Finance (NMFC) Stock Analysis

What New Mountain Finance does

New Mountain Finance Corporation (NMFC), a Nasdaq-listed business development company (BDC), operates as both a private equity and lending vehicle. It specializes in providing capital through direct investments and loans to middle-market companies, with a particular emphasis on those operating in stable, "defensive growth" sectors. The firm actively seeks out opportunities in buyouts and established middle-market businesses. NMFC deploys capital across various levels of a company's capital structure. This includes investing in debt instruments such as first and second lien debt, unsecured notes, and mezzanine securities. Occasionally, the firm's investments may also involve acquiring equity interests. Its investment strategy is focused exclusively on the United States. The fund targets a diverse array of industries, including but not limited to: energy, specialty chemicals and materials, trading companies and distributors, commercial printing, various support and professional services (diversified, education, environmental, facilities, office, business, federal), media, distribution and logistics, interactive home entertainment, telecommunication services, and several aspects of healthcare (services, facilities, technology). It also invests in different forms of power generation (hydroelectric, fossil fuels, nuclear) and security and alarm services. New Mountain Finance Corporation typically commits between $10 million and $50 million per transaction. Its investment sourcing involves both directly originating new deals and purchasing existing assets through open-market secondary transactions. The firm looks for companies with EBITDA ranging from $10 million to $200 million and aims for an investment hold size of up to $125 million. A key objective for the fund is to secure a majority ownership stake in its portfolio companies.

Key metrics

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Frequently asked questions

What is the ticker symbol for New Mountain Finance?

New Mountain Finance trades under the ticker NMFC on NASDAQ.

Which exchange is NMFC listed on?

NMFC is listed on NASDAQ.

What sector does New Mountain Finance operate in?

New Mountain Finance is classified in the Financial Services sector (Asset Management industry).

How can PortView help analyze NMFC in a portfolio?

PortView shows NMFC's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.