Stewardship

Nadia Ostrenko

Partner · Investment Committee · reports to Ines Doryn

1 direct report: Cleo Danvire

$1.23B

Capital under stewardship

12.3% of firm deployed

Companies accountable for

4 sectors

18%

In the largest holding

of this book’s capital

10.1%

Of committed capital

firm total $12.1B

Condition of this book

By company

By capital

$189M

$173M

$589M

$161M

Deteriorating2Elevated2Watching5Improving1Stable4No coverage2

Portfolio difficulty

Turnaround / underperformer / pre-exit3 of 16

Vehicles this book spansFund II $680M · Fund III $174M · Fund I $372M

SectorsBusiness Services, Facility Services, Financial Services, Professional Services

Other roles heldIC sponsor ×4

Management response

Open escalations

Companies open > 8 weeks

Directions published

1/6

Actions complete

16 companies

16 companies · sorted by attention

Needs attention only


1016	Torvanel Client Services Business Services	720 turnaround	Escalated	77/69	+8	+8	111	5mo	68%	10/3
994	Norlathe Facility Group Facility Services	3,400 underperformer	Escalated	78/72	+6	+9	111	6mo	58%	11/3
362	Abthorne Advisory Group Professional Services	830 platform	Developing	61/74	-13	+6	1	6w	78%	—
360	Ashvane Business Solutions Business Services	540 platform	Developing	68/72	-4	+5	1	4w	79%	—
234	Threnleigh Staffing Group Professional Services	4,100 mature holding	Developing	57/76	-19	+6	11	5mo	61%	—
232	Brindlehurst Payment Systems Financial Services	215 sale preparation	Developing	64/74	-10	+7	1	8w	77%	—
180	Quenmore Support Services Business Services	275 recent acquisition	Developing	53/70	-17	+9	1	2w	73%	—
108	Melforth Insurance Services Financial Services	340 high growth	Developing	50/72	-22	+5	1	4w	81%	—
60	Renfleet Business Group Business Services	190 high growth	Weak	34/71	-37	+4	—	—	91%	—
30	Tarnwick Financial Group Financial Services	610 platform	Developing	42/75	-33	—	—	—	83%	—
30	Fennhollow Facility Services Facility Services	420 platform	Weak	39/71	-32	-1	—	—	80%	—
30	Wintrevane Tax Group Professional Services	465 high growth	Weak	37/72	-35	+11	—	—	82%	—
0	Pellard Outsourcing Group Business Services	1,120 mature holding	Developing	44/74	-30	-5	—	—	75%	—
0	Sedgemont Administrative Services Business Services	360 mature holding	Weak	21/73	-52	—	—	—	86%	—
0	Oswynne Engineering Consultants Professional Services	185 recent acquisition	No program	0/0	0	—	—	—	—	—
0	Merrowvale Security Services Facility Services	113 recent acquisition	No program	0/0	0	—	—	—	—	—