New Mountain Capital

The Wall Street Journal Pro Private Equity recently featured New Mountain Capital’s Strategic Equity Fund II, which closed at $1.2 billion to support minority investments in noncyclical, defensive growth businesses. SEF II pursues a PE-like approach through minority stakes in founder-owned and sponsor-backed companies - often where control is not available, with structural protections. Read the full WSJ article here: https://lnkd.in/eDdJ8Xk8

New Mountain Capital is pleased to announce the closing of our second Strategic Equity fund (“SEF II”), pursuing partnership-oriented, minority investments in leading businesses within our defensive growth industries.   SEF II closed at $1.2 billion in total capital commitments with over $150 million from the GP commitment. We are grateful for the trust and support of legacy and new clients alike throughout the fundraise.   Please see the official press release for additional details: https://lnkd.in/eqwD29s8

Our Founder and CEO, Steve Klinsky, joined Bloomberg TV’s Matthew Miller and Dani Burger on Open Interest for a wide-ranging conversation on his outlook for private markets as we kick off 2026.   Steve reflected on private credit’s recent performance, unpacked the sector’s competitive dynamic with banks, and discussed why he anticipates a pickup in M&A activity in the year ahead.   Steve also touched on how New Mountain’s unique approach to due diligence, which draws on insights from across the firm, leads to well informed investment decisions that can deliver performance in a variety of market environments.   Watch Steve’s segment here: https://lnkd.in/eiJtjRAQ

New Mountain Net Lease announced the successful closing of its inaugural asset-backed securities (“ABS”) transaction, NMNL 2025-1, a $493.4 million issuance. “This transaction represents another important milestone for New Mountain Net Lease as we continue to grow our platform and pursue compelling, differentiated results for investors,” said Teddy Kaplan, Managing Director and Head of New Mountain Net Lease. “The high demand and attractive pricing levels, especially for a debut issuance, demonstrate the strength and scalability of our platform. This establishes a foundation for continued, efficient access to the ABS market, which will benefit all our investors through the potential for enhanced spreads and returns.” To learn more about the transaction and New Mountain Net Lease, read the full announcement here: https://lnkd.in/e_G_bgbv

“NMFC maintained consistent credit performance in Q3, with approximately 95% of the portfolio rated green” said John Kline, NMFC CEO. “Looking ahead, we remain confident in NMFC’s ability to deliver consistent enhanced yield with a strong margin of safety. We continue to believe in the fundamentals of our portfolio and long-term strategy, as demonstrated by our repurchase of $27.6 million of shares in the quarter.” Please see the presentation for more information: https://lnkd.in/e9TJuXS6

Bloomberg recently featured New Mountain’s President & CEO of Net Lease, Teddy Kaplan, on its FICC Focus: Credit Crunch podcast, hosted by Noel Hebert, for a wide-ranging discussion on the evolution of net lease and the opportunities ahead for investors.   In the episode, Teddy explores how mission-critical manufacturing assets deliver durable, resilient value across market cycles, and how New Mountain’s platform depth and sector expertise drive our differentiated approach to the space.   For more on our net lease strategy, you can listen to the full conversation here: https://lnkd.in/eG4F8Ajr

We are pleased to welcome Bill Dunigan to New Mountain Capital as Managing Director and Head of Wealth Solutions. In this role, Bill will lead and expand our Wealth Solutions effort, strengthening our relationships across the RIA channel and advancing our commitment to serving the U.S. wealth market. Read the full announcement here: https://lnkd.in/eq2GAxSt

New Mountain Capital is excited to share the news of the opening of our new investor relations office in Mexico City. This new office location will focus on deepening client relationships and enhance our long-term presence in Latin America, led by Director, Carlo Lombardo. Read the full press release here: https://lnkd.in/ebuCJDDc

Teddy Kaplan, New Mountain Net Lease’s President & CEO, joined CBRE’s The Weekly Take podcast to discuss opportunities in the net lease market.   Teddy explains why mission-critical assets in defensive growth sectors continue to offer durable, risk-adjusted returns, and how our integrated platform uniquely positions us to create value in these sectors where we have long-standing expertise.   Listen to the full episode here: https://lnkd.in/ecUf8z89