Mezzanine Current Portfolio

 

Bernard

Manufacturer of military dress uniform headware

www.bernardcap.com

Location: Hialeah, FL
Investment Date: May 2017
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

AmeriBest

Home health care services

www.ameribesthomecare.com

Location: Philadelphia, PA
Investment Date: March 2017
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

 

BHSB Holdings

Provider of residential behavioral health services for troubled youth

 

Location: Tampa, FL
Investment Date: March 2017
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

Behrens

Manufacturer of branded steel containers used in a diverse array of consumer and professional applications

www.behrensmfg.com

Location: Winona, MN
Investment Date: December 2016
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

 

Fulcrum

Provider of data system development and IT infrastructure build-out to critical federal government departments

www.fulcrumco.com

Location: Centreville, VA
Investment Date: August 2016
Transaction Type: Recapitalization
Security Type: Subordinated Debt

 

 

Griplock

Designer and provider of cable suspension hardware and fastener systems to the lighting industry

www.griplocksystems.com

Location: Carpinteria, CA
Investment Date: July 2016
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

 

Aerostar

Provider of global supply chain logistics to the aerospace industry

www.aerostarglobal.com

Location: Lombard, IL
Investment Date: July 2016
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

 

Inno-Flex

Manufacturer of screen printed control interface products to appliance and other OEMs

www.innoflexcorp.com

Location: New Hope, MN
Investment Date: July 2016
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

 

WM Coffman

Designer, marketer and distributor of interior stair building materials

www.wm-coffman.com

Location: Plano, TX
Investment Date: May 2016
Transaction Type: Acquisition
Security Type: Subordinated Debt

 

 

 

Cincinnati Preserving (DBA Clearbrook Farms)

Manufacturer of clean-label, all-natural jams, jellies, fruit fillings, preserves, fruit butters and dessert sauces

www.clearbrookfarms.com

Location: Sharonville, OH
Investment Date: January 2016
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

 

Pinnacle Climate Technologies

Manufacturer of diversified engineered air movement products

www.pinnacleint.com

Location: Sauk Rapids, MN
Investment Date: October 2015
Transaction Type: Acquisition
Security Type: Subordinated Debt & Equity

 

 

 

American Surgical Professionals

Provider of surgical assistants to hospitals and ambulatory surgery centers

www.amerisurg.com

Location: Houston, TX
Investment Date: July 2015
Transaction Type: Refinancing
Security Type: Subordinated Debt

 

 

 

Stauer

Direct marketer of branded consumer products

www.stauer.com

Location: Burnsville, MN
Investment Date: June 2015
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

 

Anchor B&W

 

 

 

Family Private Care

Home healthcare services

www.familyprivatecareinc.com

Location: Delray Beach, FL
Investment Date: June 2015
Transaction Type: Acquisition
Security Type: Subordinated Debt

 

Anchor B&W

Anchor Fabrication

Full-service metal fabrication

www.anchorfabrication.com

Location: Fort Worth, TX
Investment Date: May 2015
Transaction Type: Acquisition
Security Type: Subordinated Debt

 

Smartlink B & W resized

 

 

 

Smartlink

Secures optimal sites and provides staffing for the communications industry

www.smartlinkllc.com

Location: Annapolis, MD
Investment Date: November 2014
Transaction Type: Refinancing
Security Type: Subordinated Debt

 

 

 

Apartment Data B & W

 

 

Apartment Data Services

Provider of competitive real-time information for renters, apartment locators and property managers

www.apartmentdata.com

Location: Houston, TX
Investment Date: September 2014
Transaction Type: Buyout
Security Type: Mezzanine Debt, Subordinated Debt & Equity

 

 

Las Vegas Color Graphics, Inc

Provider of premium quality commercial printing, mailing, signage and data management for loyalty programs

www.lasvegascolor.com

Location: Las Vegas, NV
Investment Date: May 2014
Transaction Type: Recapitalization
Security Type: Subordinated Debt

 

 

Alliance Steel Service

Provider of scrap metal processing and recycling

www.alliancesteelco.com

Location: Minneapolis, MN
Investment Date: November 2013
Transaction Type: Recapitalization
Security Type: Subordinated Debt &  Equity

 

 

Adler Hot Oil Service

Provider of heating services for oil and gas well sites

www.adlerhotoil.com

Location: Vernal, UT
Investment Date: October 2013
Transaction Type: Recapitalization
Security Type: Subordinated Debt &  Equity

 

 

All Safe

Servicer and distributor of compressed gas cylinders and valves

www.all-safe.net

Location: Wyoming, MN
Investment Date: July 2013
Transaction Type: Management Buyout
Security Type: Mezzanine Debt & Subordinated Debt