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The Mezzanine Fund

Impact sector(s)

Healthcare + Biotech

About

The Mezzanine Fund provides flexible debt capital to businesses owned by women and people of color to support growth strategies. The fund presents a unique opportunity for investors to generate strong returns by capturing the demonstrated out-performance of diverse-led companies. Distinct from venture capital and private equity, the fund provides builder capital designed to transform entrepreneurial businesses to scaled businesses, aligning investor and borrower goals without ownership dilution, valuations or premature exits. The experience and expertise of the fund’s managers in providing risk capital, particularly in distressed economic environments, and the fund’s network of subject matter experts and large enterprise customers, make the fund uniquely positioned to achieve strong returns. There are over 10,000 companies in the Midwest that fit the fund’s criteria; our current pipeline of active prospects is equal to 15% of the total $100 million fund goal.

Team

The Mezzanine Fund team is aligned with the goal of surrounding portfolio companies with exceptional resources for scaling.

Anne Richie, Managing Director

Anne Richie managed debt portfolios for Citicorp, Wells Fargo and KeyBank for more than 20 years, completing more than 100 capital...

Anne Richie managed debt portfolios for Citicorp, Wells Fargo and KeyBank for more than 20 years, completing more than 100 capital restructuring transactions in 25 industries and managing portfolios of loan assets in excess of $500 million. Richie has strong structuring and negotiating skills. After a successful career in corporate banking, she served as chief restructuring officer and chief financial officer for a private equity-owned jet engine parts manufacturer with $27 million in annual revenue that was spun-off from TRW. She was responsible for developing the turnaround strategy, negotiating collective bargaining agreements for the unionized workforce of 250 and securing a $6 million financing package which included a significant investment from a large customer. Anne forges deep relationships with business owners. As a venture partner for JumpStart, she worked with companies across three technology funds. Through the Goldman Sachs 10,000 Small Businesses Initiative, Anne advises and draws insights from 100+ companies per year. She is a frequent panelist and speaker on the subject of capital access. She serves on several for-profit and nonprofit boards. Anne holds a Bachelor of Arts in Economics from Smith College and a Master’s of Business Administration in Finance from the University of Michigan.

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