Page 117 - TACC 2023 Program

Customized junior capital solutions

for the middle market

Since its founding in 1992, Midwest Mezzanine Funds has lower middle-market companies throughout the United
partnered with private equity firms, independent sponsors, States. Midwest Mezzanine continues to provide customized
family offices and management teams to provide over and flexible financing solutions through its sixth $250 million
$1 billion of junior capital to more than 130 privately-owned, fund, Midwest Mezzanine Fund VI SBIC, L.P.

Team Investment Criteria

David Gezon
Senior Managing Director EBITDA TRANSACTION TYPES
[email protected] Greater than $3 million and historically strong, • Change of Control
312.291.7305 consistent profitability • Management Buyouts
Michael Foster LOCATION • Recapitalizations
Senior Managing Director • Acquisition Financing
[email protected] Headquartered in the United States • Growth Capital
312.291.7304
ATTRIBUTES INVESTMENT RANGE:
Paul Kreie
Senior Managing Director • Successful and experienced $4 – 15 million. Additionally, we can lead or
[email protected] management teams participate in investments greater than $15 million
312.291.7303 • Sustainable competitive advantages by co-investing with our limited partners or other
and margins junior capital providers.
Ana Winters
Managing Director • Over 50% of assets and employees INVESTMENT TYPES
located domestically
[email protected]
312.291.7302 • Subordinated notes, second lien term loans and
INDUSTRIES last-out senior secured unitranche term loans
Elliott Linsley • Business Services • Non-control equity securities in conjunction
Director • Consumer Products & Services with debt investment
[email protected]
312.291.7306 • Value-Added Distribution
• Manufacturing
Nathan Tokarz • Healthcare Products & Services
Vice President Business Development
[email protected]
312.291.7307 Midwest Mezzanine does not typically invest in companies in the financial services, high technology, restaurant,
retail or real estate development sectors.

55 West Monroe Street P: 312.291.7300
Suite 3650 F: 312.345.0665
Chicago, IL 60603 E: [email protected] mmfcapital.com