Allworth Financial and Parthenon Capital

Madison Capital Funding closed a senior debt facility to finance a recapitalization of Allworth Financial by Parthenon Capital.  Madison Capital Funding was the Joint Lead Arranger and Joint Bookrunner. Further terms were not disclosed.

Allworth Financial is a a leading, independent financial planning firm specializing in retirement planning services for the mass affluent.

Founded in 2001, Madison Capital Funding is a market leader in supporting middle market private equity sponsors with cash-flow based corporate finance products. Since inception, Madison Capital Funding has invested $36.6 billion in 1,243 middle market transactions with 315 private equity sponsors.

The loan discussed does not represent an account’s entire portfolio and in the aggregate, may represent only a small percentage of an account’s portfolio holdings. A complete list of all holdings is available upon request; please contact media@mcfllc.com. It should not be assumed that recommendations made in the future will be profitable or will equal the performance of the loans mentioned herein.

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