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Mizzen News Sort by Year 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 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 Mizzen Capital Completes Financing for a Data Engineering and Business Intelligence Company Search Jun 26, 2024 Mizzen Capital Completes Financing for a Commercial Landscaping Company Search Jun 25, 2024 Marilyn Adler will be a featured speaker at DealCatalyst's June 17th Securitization in Fund Finance Conference. Search Jun 12, 2024 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"! Search May 21, 2024 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? Search 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. Search Apr 10, 2024 Ms. Adler is selected as one of the top women in M&A by Opus Connect Search Mar 20, 2024 Mizzen Capital, LP is recognized as 2024 SBIC Emerging Manager of the Year by U.S. Small Business Administration Search Mar 15, 2024 Ms. Adler has been named to the 2024 Most Influential Women in Mid-Market M&A by Mergers and Acquisitions - themiddlemarket.com Search Jan 8, 2024 Join Marilyn Adler at Exponent Women's 2024 Exchange in NYC January 25th. She will be moderating the panel - "B2B: Efficiency Over Growth!" Search Jan 4, 2024 Private Credit’s Rising Tide Fails to Lift Women- and Minority-Owned Firms Search Dec 29, 2023 Ms. Karter will be speaking at Opus Connect's SoCal Private Debt Summit on Nov. 30th. Join her panel "Navigating the Shifting Landscape: Macro and Micro Trends Impacting the Private Credit Industry" at 2:30pm! Search Nov 27, 2023 Join Marilyn Adler at Opus Connect's 2023 Independent Sponsor Summit in NYC November 8th. Her panel - "Effective Interaction & Communication Between Capital Providers & Independent Sponsors" is not one to miss. Search Nov 6, 2023 Marilyn Adler will be speaking at the 29th LPC Middle Market, Direct Lending & Large Corporate Loans Conference on November 2nd, at the New York Marriott Marquis. Join her panel "Generating opportunities in the lower middle market." Search Oct 25, 2023 Ms. Karter is featured on WCBS 880's Small Business Spotlight titled "Investors pour capital into these New York-area businesses." Search May 22, 2023 Mizzen Capital is pleased to announce the addition of Mark Smith as Managing Director of Investor Relations. Search Apr 28, 2023 Ms. Adler will be at ACG New York's 10th Annual Women of Leadership Summit on a panel entitled "2023 Debt Investment Outlook: Challenges and Opportunities" on April 19th. Search Mar 29, 2023 Ms. Adler is featured in Nixon Peabody LLP's NP Impact: Women Making History series. She spoke on her experiences as a trail blazing female investment banker and emphasizes the power of diversity. Search Mar 13, 2023

Vice President VCARD VCARD Victoria Shih Vice President Ms. Shih is a Vice President 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.

Mizzen Capital primarily invests debt into U.S. based lower middle market companies. About Mizzen Capital provides flexible debt solutions to U.S. lower middle market companies, structuring capital to meet each company's specific growth and operational objectives. We maintain rigorous transparency standards and align our interests with management teams to create sustainable value for all stakeholders. We serve as fiduciaries to our clients, deploying capital that strengthens middle-market companies and supports the livelihoods of their employees, suppliers, and communities across America. Our Team Marilyn Adler Managing Partner Liddy Karter Managing Partner Annie Li Managing Director 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 Download Mizzen Deal Flyer 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 2021 2022 2023 2024 Current Portfolio A Pest Control Company $9,000,000 Oct 14, 2025 Term Loan Globe A Landscape Management and Maintenance Company $7,400,000 Jul 2, 2025 Term Loan Globe A Closet Manufacturing Company $24,500,000 Sep 30, 2025 Term Loan Globe A Pest Control Company $1,000,000 May 22, 2025 Follow-on Term Loan $27,000,000 Globe A Pest Management Solutions Company $7000,000 Sep 4, 2025 Term Loan Globe A Plumbing Platform $ 16,000,000 May 1, 2025 Term Loan Globe A Resort and Adventure Destination Company $10,000,000 Aug 15, 2025 Term Loan Globe A HVAC and Roofing Service Platform $12,500,000 Feb 11, 2025 Term Loan Globe View More Insights The Fed’s rate cut leads to lower yields and higher borrower quality and spreads remain steady. November 11, 2025 Mark as Starred Thinking Small: How Mizzen Capital Captures Premium Returns in Private Credit's Next Era September 12, 2025 Mark as Starred View More Mizzen News Mizzen Capital Portfolio Company MZ Packaging Reaches Key Certification Milestones Nov 14, 2025 Mark as Starred Mizzen Capital Supports Commercial Landscaping Company’s Add-on Acquisition Nov 10, 2025 Mark as Starred Mizzen Capital Supports Closet Manufacturing Company Facility Acquisition and Refinancing Oct 16, 2025 Mark as Starred Mizzen Capital Completes Financing for a Pest Control Company Oct 16, 2025 Mark as Starred Mizzen Capital Supports Commercial Landscaping Company’s Add-on Acquisition Sep 8, 2025 Mark as Starred View More

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. M&A magazine has named Ms. Adler as one of the top women in middle market for the last seven years – 2022, 2021, 2020, 2019, 2018, 2017, 2016. 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.

Analyst: Deal Execution VCARD VCARD Bryce Smith Analyst: Deal Execution Bryce Smith is an Analyst at Mizzen Capital. He previously interned at Mizzen and has gained experience through roles at several renowned financial services and investment groups, where he supported M&A analysis, financial planning, and due diligence efforts. Bryce holds a BS in Business Administration with a concentration in Finance from Babson College.

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.

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.

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.

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.

Principal VCARD VCARD Meredith Sain Principal Ms. Sain joined Mizzen as a Principal focused on underwriting and deal execution. Before joining Mizzen Capital, she worked at Salem Investment Partners, where she underwrote and managed over 40 small business investments. Prior to Salem, Ms. Sain worked for Bank of America’s Real Estate Structured Finance group, assisting in the underwriting, securitization and asset management of Commercial Mortgage Backed Securities (CMBS) transactions. Ms. Sain began her career at RBC Centura Bank. Ms. Sain received her B.S. from Wake Forest University’s Wayne Calloway School of Business and Accountancy.

Analyst VCARD VCARD Avi Weinberg Analyst Avi Weinberg is an Analyst at Mizzen Capital. He previously interned at J.C. Flowers & Co. LLC, developing financial models and conducting due diligence. Avi is pursuing a BA in Economics 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