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Investments

4

Portfolio Exits

1

About Southwest Mezzanine

Southwest Mezzanine Headquarter Location

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Southwest Mezzanine Investments

4 Investments

Southwest Mezzanine has made 4 investments. Their latest investment was in Adea as part of their Unattributed VC on December 12, 2007.

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Southwest Mezzanine Investments Activity

investments chart

Date

Round

Company

Amount

New?

Co-Investors

Sources

12/18/2007

Unattributed VC

Adea

$5M

Yes

8/11/2007

Unattributed VC

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$99M

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10

5/5/2007

Unattributed VC

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$99M

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10

6/10/2005

Series B

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$99M

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10

Date

12/18/2007

8/11/2007

5/5/2007

6/10/2005

Round

Unattributed VC

Unattributed VC

Unattributed VC

Series B

Company

Adea

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Amount

$5M

$99M

$99M

$99M

New?

Yes

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Co-Investors

Sources

10

10

10

Southwest Mezzanine Portfolio Exits

1 Portfolio Exit

Southwest Mezzanine has 1 portfolio exit. Their latest portfolio exit was Austin-Tetra on October 05, 2006.

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

10/5/2006

Acquired

$991

Date

10/5/2006

Exit

Acquired

Companies

Valuation

$991

Acquirer

Sources

Southwest Mezzanine Acquisitions

1 Acquisition

Southwest Mezzanine acquired 1 company. Their latest acquisition was Noble Logistic Services on January 22, 2007.

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

1/22/2007

Acquired

Date

1/22/2007

Investment Stage

Companies

Valuation

Total Funding

Note

Acquired

Sources

Southwest Mezzanine Team

4 Team Members

Southwest Mezzanine has 4 team members, including current Senior Vice President, Ivonne Chiok.

Name

Work History

Title

Status

Ivonne Chiok

Senior Vice President

Current

James F. Forrester

Managing Partner

Current

James D. Rebello

Managing Director

Current

W. A. Williamson

Managing Director

Current

Name

Ivonne Chiok

James F. Forrester

James D. Rebello

W. A. Williamson

Work History

Title

Senior Vice President

Managing Partner

Managing Director

Managing Director

Status

Current

Current

Current

Current

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