Comvest Senior Lending Fund (C-VEST)

I

A Differentiated Income-Focused Private Credit Solution

The AMG Comvest Senior Lending Fund (“C-VEST”) is a public, perpetually-offered non-traded business development company that seeks to generate current income and attractive risk-adjusted returns through a diversified portfolio consisting of predominantly senior, floating-rate, privately originated loans to middle-market companies.

Why Consider
  • Unlock access to a private credit capability utilized by some of the world’s top institutional investors for more than two decades.
  • Access to predominantly first lien, senior secured loans to middle-market companies with strong cash flow characteristics and enterprise values.
  • Managed by a seasoned team with deep originating resources and disciplined underwriting standards.

NAV | as of 11/27/2024

$25.45

Fund Documents

What Sets C-VEST Apart

Income Generation1 

  • Floating-rate senior loans to mature businesses
  • For risk-conscious investors who seek the advantages of:
    • Income generation over time
    • Portfolio diversification
    • Lower historical volatility compared to public debt

Disciplined Underwriting

  • Drawing from an extensive network of borrowers across industries where Comvest has substantial investing experience
  • Strict underwriting standards on every investment

Private Credit Experience

  • Comvest is an established partner to entrepreneurial, family owned, and non-institutionally controlled businesses
  • A nearly 25 year track record with long-standing relationships owning and lending to middle-market businesses

Optimized Structure

  • Low minimums, monthly subscriptions, and quarterly repurchases 2
  • Seeks to provide monthly income distributions 1
  • 1099 tax reporting

1 Past performance is no guarantee of future results. Invested Capital is at risk. There is no assurance C-VEST will pay distributions in any particular amount or on any particular schedule, if at all. Any distributions C-VEST makes will be at the discretion of its Board of Trustees (“Board”).

2 Repurchases are at the discretion of the Board and are not guaranteed.

Comvest Partners – A Market Leader in Private Credit

Comvest Partners1 is a private equity and credit investment firm focused on supporting the capital needs of North American middle-market companies with flexible direct financing solutions for nearly 25 years.

Founded in 2000

24 Years

Assets Under Management 2

$12.9B

Capital Invested 2

$14.4B+

Total Investments 2

320+

DECADES OF EXPERIENCE.  STEADFAST COMMITMENT.
  • Experience across the capital structure, deep industry expertise within core industries, a relationship-oriented approach, and significant transaction experience.
  • Supporting a wide range of investment situations of companies in diverse end markets within industries of focus and committed to building relationships across a variety of borrower profiles.
Comvest Investment Leadership Team

Comvest brings a collaborative, business-building approach to every relationship along with the value drivers for which they have been known for more than two decades.

Robert O’Sullivan
CEO & Managing Partner

Greg Reynolds
Partner, CIO & Co-Head of Direct Lending

Jason Gelberd
Partner, COO & Co-Head of Direct Lending

1  Comvest Credit Managers LLC will manage the investment activities of C-VEST.
2  As of September 30, 2024. Comvest Private Equity AUM includes Comvest Strategic Growth Fund (“CSG”).

Contact Us

Advisor Line: 800.368.4410
Email: clientservice@amg.com

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