Investment
Criteria
-
Investment Size:
$10 mm – $50 mm -
EBITDA:
$10+ mm
Investment
Criteria
-
Investment Size:
$10+ mm -
EBITDA:
$10+ mm
PRIVATE DEBT
AT A GLANCE
SBF
AT A GLANCE
- Established in 2004
- 5 Partners
- 13 Investment Professionals
- New York
Investment
Criteria
-
Equity Investment Size:
$50 mm – $70 mm -
Enterprise Value:
< $250 mm -
EBITDA:
$5 mm – $25 mm
PRIVATE EQUITY
AT A GLANCE
History
-
2007
AEA Middle Market Debt Fund I
$325 mm (includes leverage)
-
2011
AEA Middle Market Debt Fund II
$410 mm (includes leverage)
-
2012
AEA Middle Market Debt Fund IIP
$245 mm (includes leverage)
-
2016
AEA Middle Market Debt Fund III
$1.0 bn (includes leverage)
-
2019
AEA Middle Market Debt Fund IV
$1.1 bn (includes leverage)
History
-
2005
AEA Mezzanine Fund I
$600 mm (includes leverage)
-
2008
AEA Mezzanine Fund II
$420 mm
-
2013
AEA Mezzanine Fund III
$575 mm
-
2019
AEA Mezzanine Fund IV
$592 mm
History
-
2005-2007
AEA Mezzanine Fund I
$600 mm (includes leverage)
AEA Middle Market Debt Fund I
$320 mm (includes leverage)
-
2008-2011
AEA Mezzanine Fund II
$420 mm
AEA Middle Market Debt Fund II
$410 mm (includes leverage)
-
2012-2014
AEA Middle Market Debt Fund IIP
$220 mm (includes leverage)
AEA Mezzanine Fund III
$575 mm
-
2016
AEA Middle Market Debt Fund III
$1.0 bn (includes leverage)
-
2019
AEA Mezzanine Fund IV
$592 mm
AEA Middle Market Debt Fund IV
$1.1 bn (includes leverage)
History
-
1968-2003
Deal by Deal Investment Programs
AEA Fund I
$500 mm
AEA Fund II
$1.0 bn
-
2003-2004
AEA Fund III Investment Program
$1.2 bn
AEA Small Business Fund I
$286 mm
-
2006-2009
AEA Fund IV Investment Program
$1.5 bn
AEA Small Business Fund II
$350 mm
-
2012
AEA Fund V Investment Program
$2.4 bn
-
2016
AEA Fund VI Investment Program
$3.2 bn
AEA Small Business Fund III
$445 mm
-
2019
AEA Fund VII Investment Program
$4.8 bn
AEA Small Business Fund IV
$877 mm
History
-
2004
AEA Small Business Fund I
$286 mm
-
2009
AEA Small Business Fund II
$350 mm
-
2016
AEA Small Business Fund III
$445 mm
-
2019
AEA Small Business Fund IV
$877 mm