Mar 17 2025

Project Turret: Morningside fully realizes convertible NAV loan investment with strong returns

Morningside Capital is pleased to announce the successful realization of its convertible NAV loan investment in Project Turret. In January 2022, Morningside invested US$20m to support the geographic expansion of a US middle market PE sponsor's core portfolio company. The investment was guaranteed by a portfolio of affiliated private market assets. Due to the strong performance of the portfolio company, Morningside made follow-on investments to further support its growth. In March 2025, the sponsor executed a refinancing transaction which resulted in the full realization of Morningside's investment. Morningside participated in the upside of the portfolio company through the conversion feature of its investment.