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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

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Managing Partner

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Managing Partner

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Managing Director

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. 

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Sailing on Sea

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

  • Targeting companies with EBITDA of $1M to $15M

  • Emphasis on business models with  free cash flows, recurring revenues and lower capex and consistent historical financial performance

  • Strong, Experienced Management team with demonstrated commitment to success

  • Defensible industry leadership or distinguished market niche

  • Growing market with fundamental value proposition

  • Asset base or reliable cash flows to support loans.

  • Located in the United States or its territories

Industry Sectors

  • Manufacturing

  • Industrial

  • Business Services

  • Healthcare Services

  • Information Technology

  • Software

  • Energy Transition

Transaction Structures

  • Senior Secured First Lien, Senior Secured Second Lien, Mezzanine With Warrants and Equity Co-Investment.

  • Under 4x leverage

  • Use of Proceeds: Including but not limited to providing working capital, recapitalizations, acquisitions, and growth

  • 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

  • The success of Mizzen 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.

  • Small businesses provide the vitality and foundation of communities and Mizzen is dedicated to supporting the growth of small U.S. based businesses. 

  • Mizzen is a women-owned SBIC fund with a diverse and inclusive team that connects us to diverse ownership teams seeking investment. Mizzen:

    • Value honesty and integrity in everything we do.

    • Strive to act responsibly and to communicate clearly.

    • Build long term relationships based on trust and respect.

    • Empower our team and companies with aligned goal.

Mizzen commits to U.N. PRI

  • 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:

Download Mizzen Impact Report

Current Portfolio

An Electrical Testing Company

$16,000,000

Dec 28, 2023

Debt and Equity

$500,000

Mar 15, 2024

A Government IT Solutions Provider

$16,000,000

Debt and Equity

Jul 17, 2023

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

A Solar Installation Company

$15,000,000

Debt and Equity

Jun 16, 2023

A Test and Measurement Company

$22,500,000

Term Loan

Nov 22, 2023

A Warehouse and Logistics Company

$6,000,000

Term Loan

Jun 13, 2023

Four Summer Camps

$10,000,000

Term Loan

Oct 6, 2023

A Corrosion Prevention Company

$4,200,000

Senior Secured Term Loan

Mar 16, 2023

Mizzen News

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Ms. Adler will be speaking at The JWE She Leads conference June 3rd at the DoubleTree by Hilton Hotel Newark Airport. We are excited for her panel "Scaling: Is all growth good growth? What is a responsible loss? When to take on debt"!

May 21, 2024

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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

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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

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Ms. Adler is selected as one of the top women in M&A by Opus Connect

Mar 20, 2024

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Mizzen Capital, LP is recognized as 2024 SBIC Emerging Manager of the Year by U.S. Small Business Administration

Mar 15, 2024

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