Investment Criteria
Financing Type: Subordinated loan similar in price and structure to mezzanine debt

Length of Term: Up to 36 months, interest only with no prepayment penalties

Investment Amount: $5 million to $25 million. Investment amount could be part of a larger transaction or a co-investment

Company Size: Annual revenues typically between $20 million and $300 million with a minimum of $2 million of EBITDA

Company Profile: Established middle-market private or public companies that have a history of profitable operations, positive cash flow, and a strong management team

Targeted Industries: Manufacturing, distribution and business services

Industry Restrictions: The fund will not finance real estate, oil and gas, trucking, mining, cutting-edge technology, gaming, restaurants, startups, turnarounds or early stage situations

Geography: The fund will invest throughout the U.S. in domestic borrowers

Timing: Closing typically occurs within four weeks of an initial meeting with the principals
Φ BHC Middle Market Funding, L.P. – Φ Brooks, Houghton & Company, Inc.
780 Third Avenue 35th Floor New York, NY 10017 Phone: (212) 753-1991 Fax: (212) 753-7730
263 Tresser Boulevard   Stamford, CT 06901 Phone: (203)-564-1979 Fax: (203)-564-1402

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