Mezzanine Current Portfolio

 

 

Apartment Data Services

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

www.apartmentdata.com

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

 

 

Las Vegas Color Graphics, Inc

Provider of premium quality commercial printing, mailing and signage services

www.lasvegascolor.com

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

 

 

Arandell

Premier catalog printing company

www.arandell.com

Location: Menomonee Falls, WI
Investment Date: March 2014
Transaction Type: Refinancing
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
Transaction Type: Acquisition Financing
Security Type: Subordinated Debt & Preferred Equity

 

 

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 & Common 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 & Common 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: Senior Term Debt & 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
Transaction Type: Growth Capital Expenditures
Security Type: Subordinated Debt

 

 

Sellars

Manufacturer of shop towels, disposable wipes, and sorbents

www.sellarscompany.com

Location: Milwaukee, WI
Investment Date: June 2013
Transaction Type: Recapitalization
Security Type: Subordinated Debt & Jr. Subordinated Debt

Mezzanine Realized Portfolio

 

 

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