AEA

Relationships Matter

There is a simple reason our investment principles have worked for 50 years: We believe in a relationship-driven approach to investing through partnering with exceptional management teams of middle market companies to help them build and improve their businesses.

 

SENIOR DEBT
AT A GLANCE

Investment
Criteria

  • Investment Size:
    $10 mm – $50 mm
  • EBITDA:
    $10+ mm

MEZZANINE
AT A GLANCE

Investment
Criteria

  • Investment Size:
    $10+ mm
  • EBITDA:
    $10+ mm

PRIVATE DEBT
AT A GLANCE

SBF
AT A GLANCE

  • Established in 2004
  • 5 Partners
  • 12 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

  • $15b

    With over $15 billion under management, AEA is a leader in global, middle-market private investing.

  • 125+

    With approximately 130 employees, including over 80 investment professionals, AEA’s experienced and focused team leverages deep industry knowledge and exceptional operational expertise.

  • 5/3

    With five offices across three continents, AEA has an unparalleled global network of relationships with family owners of industrial companies, business executives and influential government leaders.

  • 1968

    Founded in 1968 by members of the world’s leading industrial families, AEA is one of the oldest and most experienced private equity firms with a long legacy of success.

  • 75

    AEA has more than 75 Participants, who include some of the world’s pre-eminent industrial families, business executives and former government leaders.