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Small Business Investment Company Results - Investors


John Truehart New York, New York, United States

Position: CFO

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $6,000,000

Assets Under Management: $170,000,000

Stage Preference: Early Stage

John Watson San Francisco, California, United States

Position: Associate

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $75,000,000

Assets Under Management: $4,400,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Ownership Transition

Jon Bonem Detroit, Michigan, United States

Position: Associate

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $75,000,000

Assets Under Management: $4,400,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Ownership Transition

Jonathan Blanco West Hartford, Connecticut, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $35,000,000

Assets Under Management: $1,700,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Consolidation

Jonathan Cheung Minnetonka, Minnesota, United States

Position: Director, Due Diligence

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $2,000,000

Maximum Investment: $15,000,000

Assets Under Management: $750,000,000

Stage Preference: Early Stage, Expansion, Later Stage

Jonathan Montgomery New York, New York, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $5,000,000

Maximum Investment: $75,000,000

Assets Under Management: $4,400,000,000

Stage Preference: Expansion, Later Stage, MBO/LBO, Acquisition, Recapitalization, Ownership Transition

Jonathan Shulkin New York, New York, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $10,000,000

Maximum Investment: $35,000,000

Assets Under Management: $1,000,000,000

Stage Preference: Expansion, MBO/LBO

Jonathan Terzi Dallas, Texas, United States

Position: Partner

Specialties: Small Business Investment Company, Instiutional Investors

Jonathan Williford Los Angeles, California, United States

Position: Vice President

Specialties: Small Business Investment Company, Instiutional Investors

Minimum Investment: $7,000,000

Maximum Investment: $30,000,000

Assets Under Management: $400,000,000

Stage Preference: Expansion, MBO/LBO, Recapitalization, Corporate Divestiture



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