Mezzanine Realized Portfolio

Stauer

Direct marketer of branded consumer products

www.stauer.com

Location: Burnsville, MN
Investment Date: June 2015
Investment Exit: November 2018
Transaction Type: Buyout
Security Type: Subordinated Debt & Equity

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
Investment Exit: November 2018
Transaction Type: Refinancing
Security Type: Subordinated Debt

Adler Hot Oil Service

Provider of heating services for oil and gas well sites

www.adlerhotoil.com

Location: Vernal, UT
Investment Date: October 2013
Investment Exit: October 2018
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
Investment Exit: August 2018
Transaction Type: Management Buyout
Security Type: Mezzanine Debt & Subordinated Debt

Anchor B&W

Anchor Fabrication

Full-service metal fabrication

www.anchorfabrication.com

Location: Fort Worth, TX
Investment Date: May 2015
Investment Exit: August 2018
Transaction Type: Acquisition
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
Investment Exit: September 2017
Transaction Type: Buyout
Security Type: Mezzanine Debt, Subordinated Debt & Equity

Aerostar

Provider of global supply chain logistics to the aerospace industry

www.aerostarglobal.com

Location: Lombard, IL
Investment Date: July 2016
Investment Exit: August 2017
Transaction Type: Buyout
Security Type: Subordinated Debt

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AC Business Media

Niche business-to-business marketing through digital, mobile, publication and  live event platforms

www.acbusinessmedia.com

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

www.learnitsystems.com

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

www.sellarscompany.com

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

www.lonestardistribution.com

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

www.arandell.com

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

www.fiberstar.net

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

www.northwire.com

Location: Osceola, WI
Investment Date: June 2013
Investment Exit: June 2014
Transaction Type: Management Buyout
Security Type: Subordinated Debt