Invest With Ivy

Investment Strategy

Ivy Asset Group’s investment strategy emphasizes diversification across product types, borrowers, and industries. By prioritizing senior secured positions on high-quality collateral, our investment strategy ensures strong downside protection and consistent risk-adjusted returns. Our focus on smaller check sizes and shorter durations to recession-resistant companies allows us to target opportunities beyond traditional private equity-sponsored lending, accessing less competitive markets that secure more favorable terms.

Asset-Based Lending

Ivy Asset Group specializes in asset-based lending solutions for lower middle market companies with EBITDA ranging from $5-35 million. By focusing on companies less impacted by economic fluctuations and extending beyond traditional private equity- sponsored lending, we access a less competitive market segment that enables more favorable terms. Our loans are structured around cash-generating assets and incorporate credit enhancements to ensure strong downside protection and maintain control over outcomes.

Disciplined Underwriting

Ivy Asset Group employs a multi-disciplinary approach to investing, leveraging internal industry experience, onsite visits, and comprehensive management assessments. This is further supplemented with third-party financial reviews, industry analyses, and management background checks, ensuring a thorough and informed investment process.

Portfolio Management

Ivy Asset Group conducts independent reporting and systematic monitoring for each portfolio investment. We maintain deep connectivity and communication directly with the management teams of our portfolio companies. This consistent dialogue enables us to stay ahead of reporting requirements and gain a comprehensive understanding of business trends, ensuring proactive and informed investment management.

Prospective Investors: Please complete the form below to acquire more information about Ivy Asset Group.

Investing Opportunities

Ivy Evergreen Fund (“IE”) was introduced to the institutional marketplace in early 2023.  IE’s investment strategy is primarily focused on senior secured asset-based loans to lower middle market companies across multiple industries.

IE is currently accepting new capital commitments and has been approved on the following alternative investment platforms: Fidelity Investments, Charles Schwab, Pershing.

IE is available to accredited investors, qualified purchasers, and non-US investors.

For more information about Ivy Evergreen Fund and our investment strategy, please contact us at info@ivyassetgroup.com

Since inception in 2009, Ivy has built a track record of generating consistent returns through alternative credit investments in the lower-middle market. Our disciplined investment approach focuses on asset-based and cash flow lending transactions with established businesses that demonstrate strong fundamentals and growth potential.

For more information on our direct investments outside of our above referenced funds, please contact info@ivyassetgroup.com.

Ivy Credit Opportunities Fund (“ICO”) launched in 2021 to offer a differentiated private credit strategy to Ivy’s portfolio. The final close for ICO occurred in Q3 2022 with the portfolio continuing to be managed by Ivy’s investment team.