Profile
Northcreek Mezzanine is a Small Business Investment Company (SBIC) based in Cincinnati, Ohio, founded in 2010 by Barry Peterson and Rodger Davis. Both founding partners have a long history in the investment sector, having worked together since the late nineties after beginning their careers in the mid-eighties. The firm is composed of a tight-knit team experienced in providing mezzanine debt and equity to lower-middle market companies throughout the U.S. Known for their flexible approach and reliable execution, the team is focused on assisting businesses in unlocking growth and achieving financial objectives.
Northcreek Mezzanine specializes in providing dynamically structured mezzanine debt and equity investments to businesses, focusing on acquisition and buyout financing, growth equity, and deleveraging. The firm's investment portfolio spans across multiple sectors, and they manage over $700 million in assets. They primarily work with management teams, business owners, and private equity groups across 27 states, offering a competitive edge through their deep market knowledge and strategic investment approach.
Notable investments by Northcreek Mezzanine include over 80 investments in diverse sectors. Their focus on lower-middle market companies enables them to support business owners in various stages of growth. They continue to build a reputation as a trusted and dependable financial partner in the investment community.
Industry
Northcreek Mezzanine Funds
| Name | Type |
|
|
|
Size | AUM | Launch date |
|---|---|---|---|---|---|---|---|
|
Northcreek Mezzanine Fund V
|
Private Equity (PE)
|
Business Services (B2B)
Consumer Services (B2C)
Financial Services
Healthcare Services
Industrial
IT Services
Retail
Technology
Energy
|
Series B
Late Stage (Series C+)
|
North America
|
$5-10 m
|
$250 M
|
December 2024
|
Contacts
Instant access on the web. Plans from $129/month — see pricing.