Mezzanine Realized Portfolio
AC Business Media
Niche business-to-business marketing through digital, mobile, publication and live event platforms
Location: Ft. Atkinson, WI
Investment Date: August 2014
Investment Exit: October 2016
Transaction Type: Buyout
Security Type: Subordinated Debt
Learn It Systems
Academic support and special education services focused on autism
Location: Baltimore, MD
Investment Date: February 2014
Investment Exit: May 2016
Transaction Type: Acquisition
Security Type: Subordinated Debt & Equity
Sellars
Manufacturer of shop towels, disposable wipes, and sorbents
Location: Milwaukee, WI
Investment Date: June 2013
Investment Exit: April 2016
Transaction Type: Recapitalization
Security Type: Subordinated Debt & Jr. Subordinated Debt
Lone Star Distribution
Wholesale distributor of sports nutrition products
Location: Dallas, TX
Investment Date: May 2015
Investment Exit: February 2016
Transaction Type: Buyout
Security Type: Subordinated Debt
Arandell
Commercial printer focused on premium catalogs
Location: Menomonee Falls, WI
Investment Date: March 2014
Investment Exit: December 2015
Transaction Type: Refinancing
Security Type: Subordinated Debt
Fiberstar
Manufacturer of ingredients derived from plant cell walls used in food products and cosmetics
Location: River Falls, WI
Investment Date: July 2013
Investment Exit: December 2014
Transaction Type: Growth Capital Expenditures
Security Type: Subordinated Debt
Northwire
Manufacturer of custom cable and wire solutions
Location: Osceola, WI
Investment Date: June 2013
Investment Exit: June 2014
Transaction Type: Management Buyout
Security Type: Subordinated Debt