Midwest Mezzanine Fund V SBIC Overview
- Fund Type
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Mezzanine
- Fund Status
-
Closed
- Fund Manager
- Midwest Mezzanin...
- Size
-
- Vintage
-
2013
- Dry Powder
-
Midwest Mezzanine Fund V SBIC General Information
Description
Midwest Mezzanine Funds has reached a final close of its fifth lower middle-market focused mezzanine investment fund Midwest Mezzanine Fund V SBIC and also Midwest Mezzanine Fund V on a combined $270 million. Fund V SBIC closed on $70 million in raised equity capital plus $140 million in 2:1 leverage from the SBA, and will target companies in the U.S. with an EBITDA of $3 to $55 million.
Contact Information
Fund Manager's Location
- 55 West Monroe Street
- Suite 3650
- Chicago, IL 60603
- United States
Midwest Mezzanine Fund V SBIC Investment Strategy
Investments by Industry
Investments by Deal Type
Midwest Mezzanine Fund V SBIC Limited Partners (5)
Amica Pension Plan is one of Midwest Mezzanine Fund V SBIC’s 5 limited partners. Its latest Original was on 03-Jul-2014.
| Limited Partner Name | Type | Status | Commitment | Date | Commitment Type |
|---|---|---|---|---|---|
| Amica Pension Plan | Current | 03-Jul-2014 | Original | ||
| Amica Life Insurance Company | Current | 03-Jul-2013 | Original | ||
| Amica Mutual Insurance | Current | 03-Jul-2013 | Original | ||
| Westfield Specialty | Current | 03-Jul-2013 | Original | ||
| Trinity Universal Insurance Company | Insurance Company | Current | 28-Jun-2013 | Original |
Midwest Mezzanine Fund V SBIC Returns Data
The below charts are illustrative of the type of graphical data available to our clients and do not represent live data.
IRR (%)
DPI (x)
RVPI (x)
TVPI (x)
Midwest Mezzanine Fund V SBIC Returns History
| Period | Contribution (by all LPs) | Dry Powder | Distribution (to all LPs) | NAV | Total Fund Distr+NAV | IRR | DPI | RVPI | TVPI | Dry Powder % |
|---|
Midwest Mezzanine Fund V SBIC Benchmark (162)
| Fund Name | Fund Type | Vintage | IRR | Quartile | As of Date |
|---|---|---|---|---|---|
| LBC Credit Partners III | 31-Dec-2024 | ||||
| Spring Capital Partners III | 30-Sep-2015 | ||||
| Maranon Mezzanine Fund II | 30-Jun-2024 | ||||
| Morrocroft Special Opportunity Fund II | |||||
| Garrison Opportunity Fund III B | 30-Jun-2020 | ||||
| Principal Real Estate Debt Fund | 31-Dec-2024 | ||||
| Oaktree Emerging Market Opportunities Fund | 31-Dec-2019 | ||||
| PFG Fund II | |||||
| OZNJ Private Opportunities | 31-Dec-2024 | ||||
| Crescent Mezzanine Partners VI | 31-Dec-2024 |
Midwest Mezzanine Fund V SBIC FAQs
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What is Midwest Mezzanine Fund V SBIC?
Midwest Mezzanine Funds has reached a final close of its fifth lower middle-market focused mezzanine investment fund Midwest Mezzanine Fund V SBIC and also Midwest Mezzanine Fund V on a combined $270 million.
-
Who manages Midwest Mezzanine Fund V SBIC?
Midwest Mezzanine Fund V SBIC is managed by Midwest Mezzanine Funds.
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Where is Midwest Mezzanine Fund V SBIC domiciled?
Midwest Mezzanine Fund V SBIC is domiciled in United States: Delaware.
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What is Midwest Mezzanine Fund V SBIC's size?
Midwest Mezzanine Fund V SBIC has a size of .
-
What type of fund is Midwest Mezzanine Fund V SBIC?
The fund type of Midwest Mezzanine Fund V SBIC is Mezzanine.
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What is the status of Midwest Mezzanine Fund V SBIC?
Midwest Mezzanine Fund V SBIC is closed.
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