Portfolio Investment Criteria Team News Contact LOGIN WHAT WE LOOK FOR Investment Criteria INVESTMENT CRITERIA Midwest Mezzanine partners with private equity sponsors, independent sponsors, family offices and management teams to provide junior debt and equity to privately-owned, lower middle-market companies. We seek companies with the following characteristics: Headquartered in the United States EBITDA greater than $3 million and historically strong, consistent profitability Successful and experienced management teams Sustainable competitive advantages and margins Over 50% of assets and employees located domestically TRANSACTION TYPE Change of Control Management Buyouts Recapitalizations Acquisition Financing Expansion Capital INDUSTRIES AND END MARKETS Midwest Mezzanine typically invests in light manufacturing, value-added distribution and service business. Representative end markets include: Commercial Products Industrial Products Food & Beverage Industrial Services B2B and B2C Service Providers Consumer Products Environmental Services Transportation and Logistics Healthcare Infrastructure Defense Pet Education Midwest Mezzanine does not typically invest in companies in the financial services, high technology, restaurant, retail or real estate development sectors. INVESTMENTS Investment Range: $4 – 15 million. Additionally, we can lead or participate in investments greater than $15 million by co-investing with our limited partners or other junior capital providers. Subordinated notes, second lien term loans and last-out senior secured unitranche term loans Non-control equity securities in conjunction with debt investment PORTFOLIO Portfolio Investment Criteria Team News Contact 55 West Monroe - Suite 3650, Chicago, IL 60603 P: 312.291.7300 F: 312.345.0665 E: info@mmfcapital.com LOGIN SITEMAP © 2021 MMF Capital. All Rights Reserved. Site by: