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Controller VCARD VCARD Kevin Wolpert Controller Mr. Wolpert currently works as Controller of Mizzen Capital. Prior to Mizzen Capital, Mr. Wolpert worked briefly at SS&C Inc. serving as Assistant Director. Prior to SS&C he worked at PEF Services, LLC (2013-2020) where he worked on multiple SBIC clients as well as other private equity funds. He is highly experienced with the rules and regulations surrounding the SBA program. He worked with Ms. Adler and Ms. Li on the administration of their previous SBIC funds. Mr. Wolpert received a B.S. in Business Administration (Accounting) from Millersville University of Pennsylvania in 2007.

Managing Partner VCARD VCARD Elizabeth (“Liddy”) Karter Managing Partner Ms. Karter is a founder and Managing Partner at Mizzen Capital. Prior to launching Mizzen Capital, Ms. Karter held senior management roles with Enhanced Capital in a direct lending fund. Prior to that, she managed several Angel Groups and managed an active consulting practice for small business growth. She served as CFO at Netkey, Inc., and CEO Resource Recovery Systems Inc.. She began her career at Morgan Stanley and Co. Inc. in the investment banking division. Ms. Karter earned an MBA from The Yale School of Management and a BA from Columbia University.

Analyst VCARD VCARD Thomas McKillop Analyst Thomas McKillop is an Analyst at Mizzen Capital. He previously interned with Mizzen and brings experience across investment banking, project finance, and business development through roles at Ardour Capital, Climate Commodities, and RAIN Merchant Bank. His prior work included supporting M&A and project finance modeling for energy and climate technology companies, developing financial presentations, and conducting research on critical mineral value chains. Thomas holds an MA (Honours) in Economics from the University of Edinburgh and previously studied Mandarin in Taiwan at Tamkang university

Mizzen News Sort by Year Mizzen Capital Provides Follow on Term Loan to support the add on acquisition of a Plumbing Company Search Apr 17, 2026 Mizzen Fund Completes Financing for a Recycling Services Company Search Apr 14, 2026 Mizzen Capital Fund Completes Financing to A Multi‑State Landscaping Services Platform Search Apr 9, 2026 Mizzen Completes Financing of An HVAC and Plumbing Platform Search Apr 8, 2026 Mizzen Capital Shares Insights on Lower Middle Market Investing in “Deal Us In” Podcast Search Mar 24, 2026 Mizzen Fund Completes Financing to a Recycling Services Company Search Feb 25, 2026 Mizzen Announces Fund Realization of Electrical Testing Company Investment Search Feb 10, 2026 Mizzen Completes Financing on a Warehousing Services Provider Search Feb 5, 2026 Mizzen Fund Completes Financing to an Aerospace Parts Manufacturer Search Feb 2, 2026 Mizzen Completes Financing on a Plumbing Company Search Jan 19, 2026 Mizzen Provides ~$2.4 Million Incremental Term Loan to a Critical Infrastructure Service Provider Search Jan 12, 2026 Mizzen Management LLC Announces Key Promotions to expand Leadership Team Search Jan 6, 2026 Marilyn Adler Earns Recognition as One of the Most Influential Women in Mid-Market M&A for the 11ᵗʰ Consecutive Year Search Jan 5, 2026 Mizzen Capital Provides Follow-On Term Loan to Support the Acquisition of a Towing Company Search Mar 20, 2026 Mizzen Capital Completes Additional Financing for an Electrical Testing Company Search Dec 16, 2025 Mizzen Capital Completes Financing for a Residential Roofing Company Search Dec 12, 2025 Mizzen Capital Portfolio Company MZ Packaging Reaches Key Certification Milestones Search Nov 14, 2025 Mizzen Capital Supports Commercial Landscaping Company’s Add-on Acquisition Search Nov 10, 2025 Mizzen Capital Supports Closet Manufacturing Company Facility Acquisition and Refinancing Search Oct 16, 2025 Mizzen Capital Completes Financing for a Pest Control Company Search Oct 16, 2025 Mizzen Capital Completes Financing for a Precast Concrete Fencing Company Search Sep 9, 2025 Mizzen Capital Completes Financing on a Towing Company Search Sep 9, 2025 Mizzen Capital Supports Commercial Landscaping Company’s Add-on Acquisition Search Sep 8, 2025 Mizzen Capital Completes Financing for a Pest Management Solutions Company Search Sep 4, 2025 Mizzen Capital Completes Financing on a Resort and Adventure Destination Company Search Aug 25, 2025 Mizzen Capital Appoints Thomas Mckillop as Analyst: Investor Relations Search Jul 25, 2025 Mizzen Capital Completes Financing for a Landscape Management and Maintenance Company Search Jul 2, 2025 Mizzen Capital Welcomes Bryce Smith as Analyst Following Standout Internship Search Jul 1, 2025 Mizzen Capital represented at Katten's ‘PE Investing in Hidden Assets’ rooftop forum in NYC, June 12.” Search Jun 25, 2025 Mizzen Capital Provides Follow-On Term Loan to Support Growth of Pest Control Company Search Jun 4, 2025 Mizzen Capital Announces Final Closing of its Second SBIC-Licensed Fund Search May 29, 2025 Mizzen Capital Completes Delay Draw Term Loan Financing for a Trade School Search May 23, 2025 Mizzen Capital Acquires the Ryegate Biomass Plant Search May 20, 2025 Mizzen Capital Completes Financing for a Plumbing Platform Search May 6, 2025 Mizzen Capital Completes Financing for a HVAC and Roofing Service Platform Search Feb 27, 2025 Marilyn Adler Joins Kayo 2025 Panel on Private Debt Trends & M&A Outlook Search Feb 19, 2025 Mizzen Capital Completes Financing for A Pest Control Management Company Search Feb 13, 2025 Mizzen Welcomes Victoria Shih to Its Growing Deal Execution Team Search Feb 4, 2025 Mizzen Welcomes Meredith Sain to Its Growing Deal Execution Team Search Feb 4, 2025 Mizzen Capital's Liddy Karter Receives Esteemed UN World Logic Day “Women Making a Difference" Award at Logictry’s Inaugural Logic Circle UN SDG Event Search Jan 24, 2025 Mizzen Capital Completes Follow-On-Debt Financing for a Pest Control Company Search Jan 23, 2025 Mizzen Capital Completes Follow-On-Debt Financing for a HVAC Service Company Search Jan 17, 2025 Mizzen Capital proud to have Marilyn Adler selected as one of the top women in M&A. Search Jan 9, 2025 Mizzen Capital Announces Promotions of Gardner Standart to Principal and Philip Hallwood to Associate Search Dec 24, 2024 SBIA Acknowledges Mizzen for Winning SBIC Emerging Manager of The Year Search Oct 29, 2024 Mizzen Capital Completes Financing for a Trade School Search Sep 17, 2024 Mizzen Capital Completes Financing for a HVAC Service Company Search Sep 11, 2024 Mizzen Capital Completes Financing for an Energy-as-a-Service (EaaS) Company Search Aug 28, 2024 Mizzen Capital Completes Follow-On Debt Financing for a Furniture Staging Company Search Aug 16, 2024 Mizzen Capital Completes Financing for a Summer Camps and Commercial Real Estate Holding Company Search Jul 29, 2024

Principal VCARD VCARD Gardner Standart, CFA Principal Mr. Standart works as a Principal focused on underwriting and deal execution. Before joining Mizzen Capital, he worked at Enhanced Capital in Investments, where he underwrote and managed 30+ small business investments, and Corporate Development, where he worked on middle market capital market and M&A transactions. Mr. Standart received his B.A. from Trinity College (Hartford) in Public Policy & Law and is a CFA Charterholder.

Managing Partner VCARD VCARD Marilyn Adler Managing Partner Ms. Adler is a founder and Managing Partner at Mizzen Capital. Prior to launching Mizzen Capital, Ms. Adler held senior management roles with SBIC investment funds including Medley SBIC LP, Sunrise Equity Partners LP and Hudson Venture Partners LP. Prior to that, she worked at Teachers Insurance and Annuity Association in the fixed income group and at Donaldson, Lufkin & Jenrette in the investment banking division. Ms. Adler is also on the investment committee of Yeshiva University and is a founder of Exponent Women, a woman’s networking group. M&A magazine has named Ms. Adler one of the Most Influential Women in Mid-Market M&A for 11 consecutive years (2016–2026). She was also named ACG’s Women of Leadership awardee for 2018. Ms. Adler is a board member of UJA’s private equity division, banking & finance division and women of wall street division. Previously, Ms. Adler was a Board Member of the SBIA Board of Governors (2014 to 2019) and chair of its BDC committee (2015 to 2017). Ms. Adler earned an MBA from The Wharton School of the University of Pennsylvania and a BS with distinction from Cornell University.

Managing Director VCARD VCARD Annie Li Managing Director Ms. Li is a founder and Managing Director at Mizzen Capital. Prior to launching Mizzen Capital, Ms. Li worked with Ms. Adler at Medley SBIC for 6 years responsible for managing various aspects of Medley SBIC Fund, including deal screening, asset management, and reporting to the SBA. Prior to that, she worked with Ms. Adler at Sunrise Equity Partners, a private equity SBIC fund, responsible for investment activities and reporting to the limited partners and the SBA. Before her 14 years of SBIC career, Ms. Li worked for 3 years at Rodman & Renshaw, a boutique investment bank in New York. Ms. Li earned an MBA from The Columbia Business School and a BA from China Agricultural University.

CFO VCARD VCARD Darice Bochniak CFO Darice Bochniak is the CFO at Mizzen Capital. Prior to joining Mizzen, she was the Director of Operations and Tax at a leading alternative capital provider in the shipping industry, Northern Shipping Fund Management LLC until the firm was acquired by Hudson Structured Capital Management Ltd. Ms. Bochniak was the Controller and Compliance Manager at FE Clean Energy Group Inc for ten years, where she was responsible for the corporate and fund accounting, budgeting, tax and reporting including investor reporting. Ms. Bochniak was also responsible for implementing and maintaining all accounting and compliance policies along with internal controls & procedures as well as Registered Investment Advisor filings with the SEC. She has more than 25 years of experience in corporate and fund accounting. Prior to FE Clean Energy, Ms. Bochniak was the Controller with Weston Capital Management LLC, where she was responsible for the firm’s corporate and fund accounting of Hedge Fund of Funds which had an AUM of over $2.7 billion. She also worked as a Senior Accountant for Oak Investment Partners preparing valuations of partnership investments as well as fund performance analysis. Ms. Bochniak also worked for several public accounting firms including KPMG Peat Marwick, LLP. Ms. Bochniak is earning her Master‘s in Taxation (thesis pending) from the University of New Haven and a Bachelor’s degree in Accounting from the University of Rhode Island.

Associate VCARD VCARD Cate Rozelle Associate Ms. Rozelle joined Mizzen as an Associate focused on underwriting and deal execution. Previously, she worked at Citigroup as an Investment Banking Senior Analyst in the Consumer & Retail Group where she leveraged a comprehensive range of valuation methodologies and performed in-depth company, industry, and market analyses to support client transactions and strategic decisions within the consumer and retail sectors. Ms. Rozelle earned her BA from Dartmouth College, majoring in Government and minoring in English. She participated in the Tuck School of Business Bridge Program as well as the TuckLAB program.

Associate VCARD VCARD Philip Hallwood Associate Mr. Hallwood works as an Associate focused on underwriting and deal execution. He earned his Bachelor of Arts degree in Economics and minor in Mathematics from the University of Connecticut. He accumulated extensive research, model development and data analysis experience during his internship with Morgan Stanley and the University of Connecticut. During his time at the University of Connecticut, he co-founded a chapter for European Horizons and was a gold medalist for the school’s rowing team.

Principal VCARD VCARD Victoria Shih Principal Ms. Shih is a Principal focused on underwriting and deal execution at Mizzen Capital. Previously, she worked as a Vice President on the capital markets and portfolio management team at Seabury Capital. Her prior experience includes private credit, structured finance, and asset-based lending at White Oak and Prudential Private Capital. She holds a BS in Business Administration and a BA in Public Health from the Haas School of Business at UC Berkeley.

Managing Director VCARD VCARD Omar Stevens Managing Director Mr. Stevens joined Mizzen Capital as a Vice President in 2021. Previously, Mr. Stevens was an Investment Banking Vice President at Teneo where he focused on restructuring and M&A assignments. Prior to Teneo, Mr. Stevens worked at FTI consulting in the corporate restructuring practice. Mr. Stevens also worked for the CalPERS private equity team where he focused on direct co-investments and primary partnerships. Mr. Stevens earned an MBA from The Wharton School of the University of Pennsylvania and a BS from Columbia University.