Page 133 - Demo

Northcreek is currently investing out of Fund IV, a 2024 vintage-year fund. Our investment strategy focuses on originating and makingmezzanine debt and equity investments in both sponsored and non-sponsored lower middle-market companies across the U.S. Northcreekis a proven and reliable financial partner having invested in 90+ companies since its founding in 2010. Northcreek is fully committed topartnering with financial sponsors, independent sponsors, search fund sponsors and directly with private companies to provide highlycustomized financial solutions. Northcreek professionals have deep expertise in the credit markets having invested in hundreds of lower middle market companiesthroughout their careers providing senior, mezzanine debt and equity. Our strength lies in the experience of our investment team and ourflexibility to provide highly customized financial solutions. Our competitive edge is our track record of working closely with our partnersto execute and close transactions quickly and efficiently and our reputation for being quick to action, fair, thoughtful, interested, and patientthroughout the underwriting and investment period.7755 Montgomery Road, Suite 310 %u2219 Cincinnati, Ohio 45236Main (513) 403-9995 %u2219 Fax (513) 985-6603 %u2219 www.northcreekmezzanine.comInvestment ProfessionalsGenerally, non-control mezzanine debt and equity co-investments in the United States that fit the following parameters:Investment Criteria%u2022 Revenue: At least $5.0 Million%u2022 EBITDA: At least $1.0 Million%u2022 Industries: No industry focus or bias%u2022 Investment Size: $1.0 - $12.0 Million (Avg. $7.0MM)%u2022 Time to Maturity: 3 %u2013 5 Years%u2022 Purpose: Acquisitions, Growth, Recapitalizations, Refinancings, Market/Product Expansion %u2022 Company Characteristics: Strong management, diversified revenues, history of profitability, acquisition or organic growth opportunitiesNorthcreek Mezzanine is a Cincinnati, OH based SBIC formed primarily to originate mezzanine debt and equity investments for dynamic lower middle-market companies across a wide variety of industries.Investment Strategy and PhilosophyTom BakerSenior Vice President C: 513-403-9995tbaker@northcreekmezzanine.comAdam GatesPartnerC: 513-225-1430agates@northcreekmezzanine.comBarry PetersonManaging DirectorC: 513-703-1551bpeterson@northcreekmezzanine.comRodger DavisManaging DirectorC: 513-520-4930rdavis@northcreekmezzanine.comNic RuscelloSenior Vice PresidentC: 937-902-5732nruscello@northcreekmezzanine.comBrian BairdVice PresidentC: 513-218-6880bbaird@northcreekmezzanine.comKen Mai, CPAVice President Finance C: 513-518-1186kmai@northcreekmezzanine.comBrendan O%u2019Brien, CPASenior AssociateC: 513-520-0407bobrien@northcreekmezzanine.com