About
Mizzen Capital primarily invests debt into U.S. based lower middle market companies. We tailor capital structures to fit company's needs and objectives. We prioritize transparency and aligned goals.
Our Team
DEI Policy
Diversity, Equity and Inclusion are core tenets of Mizzen Capital’s priorities across every level of our firm in everything that we do - across gender, culture, ethnicity, disability and veteran status, among others. As a certified women and minority owned firm, our team is highly diverse. We embrace different perspectives and believe this leads to better decision making. We foster a collaborative culture based on trust, respect and integrity.
Strategy
A company's success is our success. Our interests must be aligned and our commitments to each other must be clear and achievable.
Investment Characteristics
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Targeting companies with EBITDA of $1M to $10M
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Emphasis on business models with free cash flows, recurring revenues and lower capex and consistent historical financial performance
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Strong, Experienced Management team with demonstrated commitment to success
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Defensible industry leadership or distinguished market niche
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Growing market with fundamental value proposition
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Asset base or reliable cash flows to support loans.
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Located in the United States or its territories
Industry Sectors
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Manufacturing
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Industrial
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Business Services
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Healthcare Services
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Information Technology
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Software
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Energy Transition
Transaction Structures
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Senior Secured First Lien, Senior Secured Second Lien, Mezzanine With Warrants and Equity Co-Investment.
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Under 4x leverage
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Use of Proceeds: Including but not limited to providing working capital, recapitalizations, acquisitions, and growth
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Investment Size can range up to $30M, larger loans will be syndicated. Smaller transactions will be considered if they are integral to a larger relationship
Mizzen Philosophy and ESG Impact
Mizzen employs ESG approach to investing
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The success of Mizzen Capital Management, LLC (“Mizzen”) depends on the success of our portfolio companies, our investors, our colleagues and our communities and we consider all of them in our decisions.
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Small businesses provide the vitality and foundation of communities and Mizzen is dedicated to supporting the growth of small U.S. based businesses.
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Mizzen is a women-owned SBIC fund with a diverse and inclusive team that connects us to diverse ownership teams seeking investment. Mizzen:
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Value honesty and integrity in everything we do.
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Strive to act responsibly and to communicate clearly.
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Build long term relationships based on trust and respect.
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Empower our team and companies with aligned goal.
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Mizzen commits to U.N. PRI
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Incorporate ESG issues into our investment analysis and decision-making processes.
- Be active owners and incorporate ESG issues into our ownership policies and practices.
- Seek appropriate disclosure on ESG issues by the entities in which we invest.
- Promote acceptance and implementation of the Principles within the investment industry.
- Work together to enhance our effectiveness in implementing the Principles.
- Report on our activities and progress towards implementing the Principles
Mizzen is committed to uphold the U.N. principles of responsible investing(“U.N. PRI”) in the following manner:
Current Portfolio
An Electrical Testing Company
$16,000,000
Dec 28, 2023
Debt and Equity
$500,000
Mar 15, 2024
A Pest Control Company
$6,000,000
Apr 5, 2023
Term Loan
$1,000,000
Aug 4, 2023
$1,000,000
Oct 13, 2023
$1,000,000
Dec 15, 2023
Mizzen News
Ms. Adler will speak at the Private Credit Industry Conference on Direct Lending and Middle Market Finance in Fort Lauderdale on May 9th – 10th, where she'll be on the following panel Fund ‘Shark Tank’: How are Newer Firms/Funds/Platforms Delivering Alpha and Finding Their Niche Amid a Crowded Field?
Apr 16, 2024
Ms. Adler will speak on the panel of iGlobal Forum at the upcoming Independent Sponsors & Capital Providers Dealmakers Meeting in New York on April 17th! Marilyn will share insights on 'Elevating Independent sponsorship through Lasting Partnership and continuous Capital Access,' focusing on Maximizing Growth.
Apr 10, 2024
Ms. Adler is selected as one of the top women in M&A by Opus Connect
Mar 20, 2024