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Small Business Investment Company (SBIC) and Rural Business Investment Company (RBIC) investments present complex administrative, reporting, and compliance requirements that are constantly changing. With more than 50 years of collective expertise handling SBIC and RBIC investment administrative demands and a single-source provider service model, our team will help ease your burden.

We offer a breadth of services—fund, loan agency, and transaction—that ensure more timely reporting, more streamlined workflows, and less time overseeing multiple vendors.

Primary contact

Anne Anquillare

North America

Our offering includes:

  • Fund setup and onboarding
  • Investor services
  • Fund accounting
  • Financial reporting
  • Tax support

  • Escrow
  • Custody
  • Indenture trustee
  • Collateral agent
  • Loan administrative agent

  • SPV management
  • Corporate secretarial
  • Registered agent
  • Cash management

  • Forms 468, 1031, and 1031A
  • Capital certificates
  • SBA commitment applications and leverage draws
  • SBA exam schedules and support

What makes us unique

A privately held institution 120+ years old

Stability and continuity that manage to the long term

Unrivaled service quality

Partners with more than 60% of top global asset managers to drive efficient solutions

Global offering

One team delivering multi-jurisdiction solutions across the U.S., Europe, and APAC

Best-in-class technology purpose built for private capital

Industry-leading investor and accounting portals

Featured resources

This resource is an Insight Report

SBIC Fund Administration Best Practices

Gain insights into the key considerations for firms with SBIC licenses and those planning to launch an SBIC fund.

This resource is an Insight Report

The Definitive Guide to Investor Communications

Learn the key elements of best-in-class investor communications.

This resource is an blog post

Five Key Considerations when Selecting a Fund Administrator

If you're looking for a fund admin provider, here are five key factors to ensure you select the right partner.

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