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Diversified Financial Services
FINANCE | Investment Banking
mesirowfinancial.com

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Investments

40

Portfolio Exits

17

Funds

21

Partners & Customers

10

Service Providers

1

About Mesirow Financial

Mesirow Financial, a diversified, financial services firm headquartered in Chicago, offers products in retirement, investment management, insurance, investment banking, consulting, and real estate.

Mesirow Financial Headquarter Location

353 North Clark Street

Chicago, Illinois, 60654,

United States

+1 312 595 6000

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Latest Mesirow Financial News

11:00 EDT Mesirow Institutional Real Estate Direct Investments Enhances Acquisition Team

Aug 4, 2022

News provided by Share this article Share this article Firm hires Will Beam as Managing Director, Acquisitions in Institutional Real Estate Direct Investments, responsible for overseeing all aspects of the acquisition process CHICAGO, Aug. 4, 2022 /PRNewswire/ -- Mesirow, an independent, employee-owned financial services firm, today announced Will Beam has joined as a Managing Director, Acquisitions in Mesirow Institutional Real Estate Direct Investments. Leveraging nearly 20 years of real estate investment experience and past oversight of more than $4.5 billion in real estate investments, Will's focus will be on all aspects of the acquisition process. Will Beam "Will has a proven track record in the direct real estate investment space, specializing in multi- and single-family rental housing, and deep relationships, spanning the breadth and scope of the industry, that will enhance our capabilities to serve clients," said Alasdair Cripps . "On behalf of our team, I wish to welcome Will to Mesirow and look forward to his future contributions as we remain laser-focused on providing institutional investors with access to compelling investment opportunities and attractive risk-adjusted returns. "    Will joins Mesirow from Magnolia Capital, where he served as Managing Director and Principal of Investments and Business Development. Previously, Will had advanced to the role of Partner at Heitman, after working in multi-family acquisitions for 13 years. Over the course of his career, Will has helped lead acquisitions, financing and dispositions along with raising capital for new investment products. "I am pleased to be joining Mesirow," said Beam. "I look forward to deepening the senior investment knowledge on the team as we continue to capitalize on opportunities in the residential apartment sector." Will is an active member of the National Multi-Housing Council, having just completed four years of service on their Emerging Leaders Committee. He is also a Board Member for Chicago Real Estate Private Equity. Will earned a Bachelor's of Science in Business Administration with a concentration in Finance from the University of North Carolina – Chapel Hill. About Mesirow Institutional Real Estate Direct Investments Mesirow Institutional Real Estate Direct Investments is a proven team that invests in the multi-family housing sector across the top 25-30 markets within the US. Over time, the investment team has acquired, managed, repositioned and sold 34,000 multi-family units; equivalent to the average size of a publicly traded US REIT. The team looks for markets that exhibit: favorable demographic trends (population, migration and immigration growth); low unemployment rates and high job growth markets in comparison to national and regional averages; high barriers to entry for new supply, home ownership affordability (a large differential in the cost to own versus the cost to rent); extensive infrastructure in terms of freeways, ports and air service that leads to superior access for residents; and quality of life and destination areas. For more information, please visit: https://www.mesirow.com/capabilities/global-investment-management/institutional-real-estate-direct . About Mesirow Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with locations around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Global Investment Management, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. To learn more, visit mesirow.com and follow us on LinkedIn . Mesirow was recently named one of the Best Places to Work in Chicago by Crain's Chicago Business and one of the Top 100 RIA firms by Barron's. Media Mesirow Institutional Real Estate Direct ("IRED") is a division of Mesirow Financial Investment Management, Inc., an SEC-registered investment advisor. Mesirow Financial refers to Mesirow Financial Holdings, Inc. and its divisions, subsidiaries and affiliates. The Mesirow Financial name and logo are registered service marks of Mesirow Financial Holdings, Inc., © 2022. All rights reserved. Nothing contained herein constitutes an offer to sell or a solicitation of an offer to buy an interest in any Mesirow Financial investment vehicle. Any offer can only be made to Qualified or "accredited" investors through the appropriate Offering Memorandum which contains important information concerning risk factors and other material aspects of the investment and should be read carefully before an investment decision is made. Mesirow Financial does not provide legal or tax advice. SOURCE Mesirow Financial Holdings, Inc. ×

Mesirow Financial Investments

40 Investments

Mesirow Financial has made 40 investments. Their latest investment was in Watershed Systems as part of their Series A on February 2, 2016.

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Mesirow Financial Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

2/9/2016

Series A

Watershed Systems

$4M

Yes

2

8/11/2015

Series D

CENX

$12.5M

No

5

2/25/2015

Series G

Pivot3

$45M

No

4

2/24/2015

Series C

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10

8/7/2014

Series F - II

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$99M

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10

Date

2/9/2016

8/11/2015

2/25/2015

2/24/2015

8/7/2014

Round

Series A

Series D

Series G

Series C

Series F - II

Company

Watershed Systems

CENX

Pivot3

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Amount

$4M

$12.5M

$45M

$99M

New?

Yes

No

No

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Co-Investors

Sources

2

5

4

10

10

Mesirow Financial Portfolio Exits

17 Portfolio Exits

Mesirow Financial has 17 portfolio exits. Their latest portfolio exit was Pivot3 on July 20, 2021.

Date

Exit

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Acquirer

Sources

7/20/2021

Acquired

$99M

2

9/4/2018

Acquired

$99M

1

6/23/2017

Acq - P2P

$99M

4

10/30/2014

Acq - Fin

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$99M

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10

4/4/2014

IPO

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$99M

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10

Date

7/20/2021

9/4/2018

6/23/2017

10/30/2014

4/4/2014

Exit

Acquired

Acquired

Acq - P2P

Acq - Fin

IPO

Companies

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Valuation

$99M

$99M

$99M

$99M

$99M

Acquirer

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Sources

2

1

4

10

10

Mesirow Financial Acquisitions

3 Acquisitions

Mesirow Financial acquired 3 companies. Their latest acquisition was Gustafson on February 18, 2005.

Date

Investment Stage

Companies

Valuation
Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model.

Total Funding

Note

Sources

2/18/2005

$99M

Leveraged Buyout

1

6/1/1984

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$99M

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10

1/1/1984

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$99M

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10

Date

2/18/2005

6/1/1984

1/1/1984

Investment Stage

Companies

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Valuation

$99M

$99M

$99M

Total Funding

Note

Leveraged Buyout

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Sources

1

10

10

Mesirow Financial Fund History

21 Fund Histories

Mesirow Financial has 21 funds, including Mesirow Financial Private Equity Fund VIII-B.

Closing Date

Fund

Fund Type

Status

Amount

Sources

1/11/2022

Mesirow Financial Private Equity Fund VIII-B

$7M

1

4/30/2020

Mesirow Financial Real Estate Value Fund IV

$243.25M

1

6/28/2019

Mesirow Financial Private Equity Fund VII-A

Fund Of Funds

Open

$618.5M

2

2/23/2018

Mesirow Financial Real Estate Value Fund III LP

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$99M

10

5/22/2015

Mesirow Financial Private Equity Partnership Fund VI LP

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$99M

10

Closing Date

1/11/2022

4/30/2020

6/28/2019

2/23/2018

5/22/2015

Fund

Mesirow Financial Private Equity Fund VIII-B

Mesirow Financial Real Estate Value Fund IV

Mesirow Financial Private Equity Fund VII-A

Mesirow Financial Real Estate Value Fund III LP

Mesirow Financial Private Equity Partnership Fund VI LP

Fund Type

Fund Of Funds

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Status

Open

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Amount

$7M

$243.25M

$618.5M

$99M

$99M

Sources

1

1

2

10

10

Mesirow Financial Partners & Customers

10 Partners and customers

Mesirow Financial has 10 strategic partners and customers. Mesirow Financial recently partnered with Meggitt on September 9, 2019.

Date

Type

Business Partner

Country

News Snippet

Sources

9/12/2019

Client

United Kingdom

Mesirow Financial Advises Meggitt PLC in Connection with an Exclusive License Agreement with Ontic.

This follows the license agreement Ontic signed with Meggitt PLC. in December 2018 for engine pressure transmitters , fuel flow transmitters and fluid monitoring .

1

9/9/2019

Client

United States

Mesirow Financial Advises Heads Up Technologies, Inc., a Portfolio Company of Luther King Capital Management, on its Sale to JLL Partners.

Mesirow Financial 's experience and relationships within the aerospace industry allowed us to pair Heads Up with a strong partner that is committed to growing and investing in the Company 's future . ''

2

7/30/2019

Client

United Kingdom

Mesirow Financial Advises Meggitt PLC in Connection with an Exclusive License Agreement with Ontic.

This follows the license agreement Ontic signed with Meggitt PLC. in December 2018 for engine pressure transmitters , fuel flow transmitters and fluid monitoring .

1

7/24/2015

Client

United States

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10

1/29/2015

Partner

United States

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10

Date

9/12/2019

9/9/2019

7/30/2019

7/24/2015

1/29/2015

Type

Client

Client

Client

Client

Partner

Business Partner

Country

United Kingdom

United States

United Kingdom

United States

United States

News Snippet

Mesirow Financial Advises Meggitt PLC in Connection with an Exclusive License Agreement with Ontic.

This follows the license agreement Ontic signed with Meggitt PLC. in December 2018 for engine pressure transmitters , fuel flow transmitters and fluid monitoring .

Mesirow Financial Advises Heads Up Technologies, Inc., a Portfolio Company of Luther King Capital Management, on its Sale to JLL Partners.

Mesirow Financial 's experience and relationships within the aerospace industry allowed us to pair Heads Up with a strong partner that is committed to growing and investing in the Company 's future . ''

Mesirow Financial Advises Meggitt PLC in Connection with an Exclusive License Agreement with Ontic.

This follows the license agreement Ontic signed with Meggitt PLC. in December 2018 for engine pressure transmitters , fuel flow transmitters and fluid monitoring .

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Sources

1

2

1

10

10

Mesirow Financial Service Providers

1 Service Provider

Mesirow Financial has 1 service provider relationship

Service Provider

Associated Rounds

Provider Type

Service Type

Counsel

General Counsel

Service Provider

Associated Rounds

Provider Type

Counsel

Service Type

General Counsel

Partnership data by VentureSource

Mesirow Financial Team

19 Team Members

Mesirow Financial has 19 team members, including current Executive Vice President, Lester Coney.

Name

Work History

Title

Status

Lester Coney

Executive Vice President

Current

Jim Mann CSP

Senior Vice President, Managing Director

Current

Jim Nesci

Senior Vice President

Current

Jordan Williamson CFA

Senior Vice President

Current

Chris Skryd

Managing Director

Current

Name

Lester Coney

Jim Mann CSP

Jim Nesci

Jordan Williamson CFA

Chris Skryd

Work History

Title

Executive Vice President

Senior Vice President, Managing Director

Senior Vice President

Senior Vice President

Managing Director

Status

Current

Current

Current

Current

Current

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