Tree Line Capital Partners served as lead arranger and administrative agent for an $82.335 million first lien credit facility for Ingenio. CVC Credit Partners participated in the facility, and Western Alliance Bank provided a revolving credit facility.
Headquartered in San Francisco, Ingenio is an online platform that connects advice-seekers with coaches and advisors. The platform has enabled more than 40 million conversations from around the globe, making Ingenio the leader in phone, chat, and web–based personal advice. Ingenio is owned by Alpine Investors and management.
“We have enjoyed building a lasting relationship with the Tree Line team over the past six years across several transactions,” said Warren Heffelfinger, CEO at Ingenio. “They have always been receptive to our needs and have responded with creative structures delivered in very efficient processes.”
