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Middle Street Capital
MIDDLE STREET CAPITAL, LLC is an SEC-registered investment adviser in NEWFIELDS, NH. The firm manages $132 million in assets, $131 million on a discretionary...
Middle Street Capital
MIDDLE STREET CAPITAL, LLC is an SEC-registered investment adviser in NEWFIELDS, NH. The firm manages $132 million in assets, $131 million on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Private Credit Manager
Year founded
2004
Location
Region
North America
Country
United States
City
Newfields
Corporate office
Chicago, IL, United States
Principals
David S. Levine
Managing Partner
Michael J. O'Leary
Managing Partner
Jay H. Eisner
Managing Director
Sector focus
Frequently asked questions
Who leads investment decisions at Middle Street Capital?
Managing Partners David Levine and Michael O'Leary co-lead the firm, with oversight of all credit underwriting and portfolio management. Jay Eisner, a Managing Director, handles origination and deal execution (per public record).
What transaction size does Middle Street Capital typically target?
The firm originates loans and debt investments ranging from $10 million to $40 million per transaction. It focuses on companies with EBITDA between $3 million and $20 million (per the firm's historical communications).
Does Middle Street Capital invest in equity or only debt?
Middle Street Capital is primarily a debt provider, offering senior secured loans, unitranche facilities, and mezzanine financing. It may take warrants or minority equity positions alongside its debt investments but does not make pure equity investments.
What is Middle Street Capital's relationship to a family office?
The firm is a private credit manager, not a family office. It has no disclosed affiliation with a specific family fortune and operates as an independent investment manager.
How does Middle Street Capital source deal flow?
The firm originates directly through its team's relationships with business owners, private equity sponsors, and intermediaries in the lower-middle market. It does not rely on a platform or syndicated lending network.
Which sectors does Middle Street Capital typically avoid?
The firm does not publicly list excluded sectors, but based on its known portfolio, it tends to avoid technology, real estate, and energy, and focuses on asset-intensive industries like manufacturing and healthcare services.
Has Middle Street Capital raised a fund recently?
Yes, the firm raised Middle Street Capital Partners IV, a private credit vehicle, and filed a Form D in 2022. The size of the fund was not disclosed publicly (per SEC Form D, 2022).
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