image
Fidus Investment Corporation FDUS
Financial Services - Asset Management - NASDAQ - US
Watchlist
$ 21.7
0.37 %
$ 736 M
Market Cap
7.67
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one FDUS stock under the worst case scenario is HIDDEN Compared to the current market price of 21.7 USD, Fidus Investment Corporation is HIDDEN

FDUS Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one FDUS stock under the base case scenario is HIDDEN Compared to the current market price of 21.7 USD, Fidus Investment Corporation is HIDDEN

FDUS Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 18, 2025.

The intrinsic value of one FDUS stock under the best case scenario is HIDDEN Compared to the current market price of 21.7 USD, Fidus Investment Corporation is HIDDEN

FDUS Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart FDUS

image
1M 7.0%
6M 17%
1Y 25%
3Y 78%
5Y 160%
All
FINANCIALS
154 M REVENUE
191.18%
Growth Rates
1Year 191.18%
3Years 56.83%
5Years 22.80%
7Years 18.79%
10Years 17.38%
103 M OPERATING INCOME
54.73%
Growth Rates
1Year 54.73%
3Years 46.45%
5Years 16.20%
7Years 20.99%
10Years 18.04%
77.1 M NET INCOME
115.32%
Growth Rates
1Year 115.32%
3Years 35.18%
5Years 9.30%
7Years 9.23%
10Years 10.98%
-29.5 M OPERATING CASH FLOW
72.09%
Growth Rates
1Year 72.09%
3Years -15.14%
5Years -35.78%
7Years 1.87%
10Years -30.28%
0 INVESTING CASH FLOW
100.00%
Growth Rates
1Year 100.00%
3Years 0.00%
5Years 14.87%
7Years 10.41%
10Years 7.18%
86.2 M FINANCING CASH FLOW
5736.47%
Growth Rates
1Year 5736.47%
3Years 17.37%
5Years 67.52%
7Years 5.56%
10Years 37.90%
31.9 M REVENUE
-31.41%
Growth Rates
1Year 191.18%
3Years 56.83%
5Years 22.80%
7Years 18.79%
10Years 17.38%
23.1 M OPERATING INCOME
-27.62%
Growth Rates
1Year 54.73%
3Years 46.45%
5Years 16.20%
7Years 20.99%
10Years 18.04%
-44.2 M NET INCOME
-183.50%
Growth Rates
1Year 115.32%
3Years 35.18%
5Years 9.30%
7Years 9.23%
10Years 10.98%
19.8 M OPERATING CASH FLOW
18.74%
Growth Rates
1Year 72.09%
3Years -15.14%
5Years -35.78%
7Years 1.87%
10Years -30.28%
-15.1 M INVESTING CASH FLOW
21.85%
Growth Rates
1Year 100.00%
3Years 0.00%
5Years 14.87%
7Years 10.41%
10Years 7.18%
1.44 M FINANCING CASH FLOW
-93.97%
Growth Rates
1Year 5736.47%
3Years 17.37%
5Years 67.52%
7Years 5.56%
10Years 37.90%
Balance Sheet Fidus Investment Corporation
image
Current Assets 133 M
Cash & Short-Term Investments 119 M
Receivables 12 M
Other Current Assets 1.9 M
Non-Current Assets 958 M
Long-Term Investments 958 M
PP&E 0
Other Non-Current Assets 1
Current Liabilities 34.9 M
Accounts Payable 6.66 M
Short-Term Debt 0
Other Current Liabilities 28.2 M
Non-Current Liabilities 467 M
Long-Term Debt 467 M
Other Non-Current Liabilities 0
EFFICIENCY
Earnings Waterfall Fidus Investment Corporation
image
Revenue 154 M
Cost Of Revenue 37.3 M
Gross Profit 117 M
Operating Expenses 41.2 M
Operating Income 103 M
Other Expenses 25.5 M
Net Income 77.1 M
RATIOS
75.82% GROSS MARGIN
75.82%
Averages
1Year 75.82%
3Years 65.56%
5Years 59.41%
7Years 65.30%
10Years 68.98%
66.54% OPERATING MARGIN
66.54%
Averages
1Year 66.54%
3Years 95.01%
5Years 91.55%
7Years 87.53%
10Years 85.84%
50.03% NET MARGIN
50.03%
Averages
1Year 50.03%
3Years 69.64%
5Years 75.38%
7Years 79.09%
10Years 81.04%
13.09% ROE
13.09%
Averages
1Year 13.09%
3Years 14.78%
5Years 12.74%
7Years 12.45%
10Years 11.74%
7.07% ROA
7.07%
Averages
1Year 7.07%
3Years 7.95%
5Years 6.71%
7Years 6.78%
10Years 6.44%
9.39% ROIC
9.39%
Averages
1Year 9.39%
3Years 9.53%
5Years 7.71%
7Years 7.23%
10Years 6.63%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Fidus Investment Corporation
image
Net Income 77.1 M
Depreciation & Amortization -88.9 M
Capital Expenditures 0
Stock-Based Compensation 0
Change in Working Capital -11.2 M
Others -104 M
Free Cash Flow -29.5 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Fidus Investment Corporation
image
FDUS has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
2.84% DIVIDEND YIELD
0.61 USD DIVIDEND PER SHARE
5. COMPETITION

Golub Capital BDC, Inc. (GBDC) is a business development company and operates as an externally managed closed-end non-diversified management investment company.

image
19.6 USD
GBDC
Undervalued 27.23%

BlackRock TCP Capital Corp. is a business development company specializing in direct equity and debt investments in middle-market, debt securities, senior secured loans, junior loans, originated loans, mezzanine, senior debt instruments, bonds, and secondary-market investments.

image
10.5 USD
TCPC
Undervalued 16.88%

TCG BDC, Inc. is business development company specializing in first lien debt, senior secured loans, second lien senior secured loan unsecured debt, mezzanine debt and investments in equities.

image
61.7 USD
CGBD
Undervalued 234.39%

Sixth Street Specialty Lending, Inc. (NYSE: TSLX) is a business development company. The fund provides senior secured loans (first-lien, second-lien, and unitranche), unsecured loans, mezzanine debt, and investments in corporate bonds and equity securities and structured products, non-control structured equity, and common equity with a focus on co-investments for organic growth, acquisitions, market or product expansion, restructuring initiatives, recapitalizations, and refinancing.

image
-62.1 USD
TSLX
Overvalued 386.89%

New Mountain Finance Corporation (Nasdaq: NMFC), a business development company is a private equity / buyouts and loan fund specializes in directly investing and lending to middle market companies in defensive growth industries.

image
38.4 USD
NMFC
Undervalued 241.06%

TriplePoint Venture Growth BDC Corp. is a business development company specializing investments in venture capital-backed companies at the growth stage investments.

image
379 USD
TPVG
Undervalued 4877.79%

OFS Capital Corporation is a business development company specializing in direct and fund investments as well as add-on acquisitions. It provides flexible capital solutions primarily through debt capital and to a lesser extent, minority equity investments serving the needs of U.S.-based middle-market companies across a broad array of industries.

image
88.2 USD
OFS
Undervalued 996.27%

Stellus Capital Investment Corporation is a business development company specializing in investments in private middle-market companies. It invests through first lien, second lien, unitranche, and mezzanine debt financing, often with a corresponding equity investment.

image
-31.6 USD
SCM
Overvalued 320.67%

Monroe Capital Corporation is a business development company specializing in customized financing solutions in senior, unitranche and junior secured debt, subordinated debt financing and to a lesser extent, unsecured debt and equity, including equity co-investments in preferred and common stock and warrants.

image
28.4 USD
MRCC
Undervalued 235.30%
6. Ownership
Insider Ownership Fidus Investment Corporation
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
4 years ago
Mar 12, 2020
Bought 28.3 K USD
Tune Edward X.
Director
+ 3000
 9.43 USD
4 years ago
Mar 13, 2020
Bought 19.7 K USD
HYMAN CHARLES D
Director
+ 2000
 9.84 USD
4 years ago
Mar 11, 2020
Bought 22.9 K USD
Lauer Thomas Charles
President
+ 2000
 11.45 USD
4 years ago
Mar 11, 2020
Bought 71.7 K USD
Anstiss Raymond L. Jr.
Director
+ 6150
 11.66 USD
4 years ago
Mar 12, 2020
Bought 13.5 K USD
Anstiss Raymond L. Jr.
Director
+ 1500
 9 USD
4 years ago
Mar 12, 2020
Bought 37.2 K USD
ROSS EDWARD H
See Remarks
+ 4000
 9.31 USD
4 years ago
Mar 12, 2020
Bought 46.8 K USD
Sherard Shelby E
See Remarks
+ 5000
 9.36 USD
4 years ago
Mar 10, 2020
Bought 23.6 K USD
ROSS EDWARD H
See Remarks
+ 2000
 11.81 USD
4 years ago
Mar 09, 2020
Bought 25.2 K USD
Sherard Shelby E
See Remarks
+ 2100
 11.99 USD
4 years ago
Mar 09, 2020
Bought 50 K USD
Sherard Shelby E
See Remarks
+ 3850
 12.99 USD
4 years ago
Mar 09, 2020
Bought 62 K USD
Lauer Thomas Charles
President
+ 5000
 12.4 USD
5 years ago
Aug 08, 2019
Bought 24.9 K USD
Sherard Shelby E
See Remarks
+ 1750
 14.25 USD
5 years ago
Aug 07, 2019
Bought 19.4 K USD
Sherard Shelby E
See Remarks
+ 1350
 14.4 USD
5 years ago
Aug 06, 2019
Bought 14.6 K USD
Anstiss Raymond L. Jr.
Director
+ 1000
 14.65 USD
5 years ago
Jun 03, 2019
Bought 27.7 K USD
Anstiss Raymond L. Jr.
Director
+ 1740
 15.93 USD
5 years ago
Jun 03, 2019
Bought 16 K USD
Anstiss Raymond L. Jr.
Director
+ 1000
 15.97 USD
5 years ago
May 13, 2019
Bought 8 K USD
Anstiss Raymond L. Jr.
Director
+ 500
 15.99 USD
5 years ago
May 13, 2019
Bought 28 K USD
Anstiss Raymond L. Jr.
Director
+ 1750
 16 USD
6 years ago
Dec 06, 2018
Bought 50 K USD
Sherard Shelby E
See Remarks
+ 3675
 13.6 USD
6 years ago
Mar 07, 2018
Bought 46.1 K USD
ROSS EDWARD H
See Remarks
+ 3500
 13.18 USD
6 years ago
Mar 08, 2018
Bought 19.2 K USD
HYMAN CHARLES D
Director
+ 1500
 12.7949 USD
6 years ago
Mar 08, 2018
Bought 51.2 K USD
Lauer Thomas Charles
President
+ 4000
 12.8 USD
6 years ago
Mar 09, 2018
Bought 27.9 K USD
Sherard Shelby E
See Remarks
+ 2186
 12.75 USD
6 years ago
Mar 08, 2018
Bought 16.8 K USD
Sherard Shelby E
See Remarks
+ 1314
 12.75 USD
6 years ago
Mar 07, 2018
Bought 91.7 K USD
Sherard Shelby E
See Remarks
+ 7000
 13.1 USD
9 years ago
Aug 24, 2015
Bought 749 USD
Lauer Thomas Charles
Director
+ 100
 7.49 USD
9 years ago
Aug 21, 2015
Bought 49.8 K USD
Sherard Shelby E
Chief Financial Officer
+ 3435
 14.5 USD
10 years ago
Dec 04, 2014
Bought 25.7 K USD
HYMAN CHARLES D
Director
+ 1700
 15.1059 USD
10 years ago
Dec 01, 2014
Bought 24.2 K USD
Lauer Thomas Charles
Director
+ 1500
 16.11 USD
10 years ago
Nov 24, 2014
Bought 60.6 K USD
Mazzarino John A.
Director
+ 3658
 16.5795 USD
10 years ago
Nov 24, 2014
Bought 92.8 K USD
Mazzarino John A.
Director
+ 5600
 16.579 USD
10 years ago
Nov 24, 2014
Bought 12.2 K USD
Mazzarino John A.
Director
+ 742
 16.5 USD
10 years ago
May 14, 2014
Bought 34 K USD
HYMAN CHARLES D
Director
+ 2000
 16.99 USD
11 years ago
Aug 16, 2013
Bought 40 K USD
Schaefer Cary L
CFO, CCO & Secretary
+ 2110
 18.95 USD
12 years ago
Nov 09, 2012
Bought 18.4 K USD
Lauer Thomas Charles
Director
+ 1202
 15.3 USD
12 years ago
Nov 08, 2012
Bought 30.9 K USD
Schaefer Cary L
CFO, CCO & Secretary
+ 2000
 15.43 USD
12 years ago
Nov 08, 2012
Bought 30.8 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 2000
 15.39 USD
12 years ago
Aug 08, 2012
Bought 23 K USD
HYMAN CHARLES D
Director
+ 1495
 15.36 USD
12 years ago
May 10, 2012
Bought 24.6 K USD
Anstiss Raymond L. Jr.
Director
+ 1800
 13.66 USD
12 years ago
May 10, 2012
Bought 20.5 K USD
Anstiss Raymond L. Jr.
Director
+ 1500
 13.64 USD
12 years ago
May 10, 2012
Bought 17.2 K USD
Anstiss Raymond L. Jr.
Director
+ 1250
 13.79 USD
12 years ago
May 10, 2012
Bought 17.1 K USD
Anstiss Raymond L. Jr.
Director
+ 1250
 13.67 USD
12 years ago
Mar 15, 2012
Bought 20.2 K USD
Lauer Thomas Charles
Director
+ 1500
 13.5 USD
12 years ago
Mar 14, 2012
Bought 27.6 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 2000
 13.79 USD
12 years ago
Mar 14, 2012
Bought 20.6 K USD
Schaefer Cary L
CFO, CCO & Secretary
+ 1500
 13.74 USD
12 years ago
Mar 12, 2012
Bought 20.7 K USD
HYMAN CHARLES D
Director
+ 1500
 13.8 USD
13 years ago
Jan 09, 2012
Sell 271 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 19945
 13.57 USD
13 years ago
Jan 10, 2012
Sell 407 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 30016
 13.56 USD
13 years ago
Jan 18, 2012
Sell 41.7 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 3076
 13.56 USD
13 years ago
Jan 19, 2012
Sell 190 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 14017
 13.56 USD
13 years ago
Jan 20, 2012
Sell 353 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 25819
 13.67 USD
13 years ago
Jan 23, 2012
Sell 175 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 12681
 13.83 USD
12 years ago
Jan 24, 2012
Sell 295 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 21168
 13.92 USD
12 years ago
Jan 25, 2012
Sell 269 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 19287
 13.94 USD
12 years ago
Jan 26, 2012
Sell 61.5 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 4432
 13.87 USD
12 years ago
Jan 27, 2012
Sell 112 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 7970
 14 USD
12 years ago
Jan 30, 2012
Sell 49 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 3599
 13.61 USD
12 years ago
Jan 31, 2012
Sell 208 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 15244
 13.64 USD
12 years ago
Feb 01, 2012
Sell 300 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 22116
 13.56 USD
12 years ago
Feb 02, 2012
Sell 46 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 3382
 13.6 USD
12 years ago
Feb 03, 2012
Sell 78.3 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 5705
 13.73 USD
12 years ago
Feb 06, 2012
Sell 60.1 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 4400
 13.65 USD
12 years ago
Feb 07, 2012
Sell 105 K USD
PineBridge Secondary Partners II Holdings, L.P.
10 percent owner
- 7700
 13.7 USD
13 years ago
Nov 22, 2011
Bought 21.7 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 1800
 12.04 USD
13 years ago
Nov 21, 2011
Bought 2.39 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 200
 11.95 USD
13 years ago
Nov 22, 2011
Bought 6 K USD
Lauer Thomas Charles
Director
+ 500
 12 USD
13 years ago
Nov 21, 2011
Bought 7.53 K USD
Lauer Thomas Charles
Director
+ 632
 11.92 USD
13 years ago
Nov 22, 2011
Bought 24.1 K USD
HYMAN CHARLES D
Director
+ 2000
 12.04 USD
13 years ago
Nov 22, 2011
Bought 21.7 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 1800
 12.04 USD
13 years ago
Nov 21, 2011
Bought 2.39 K USD
ROSS EDWARD H
Chairman of the Board and CEO
+ 200
 11.95 USD
13 years ago
Nov 22, 2011
Bought 6 K USD
Lauer Thomas Charles
Director
+ 500
 12 USD
13 years ago
Nov 21, 2011
Bought 7.53 K USD
Lauer Thomas Charles
Director
+ 632
 11.92 USD
13 years ago
Nov 22, 2011
Bought 24.1 K USD
HYMAN CHARLES D
Director
+ 2000
 12.04 USD
13 years ago
Nov 10, 2011
Bought 12.3 K USD
Anstiss Raymond L. Jr.
Director
+ 1000
 12.2587 USD
7. News
My Top 10 BDCs For 2025 Despite expected interest rate declines, BDCs are poised for strong performance in 2025 due to potential rate hikes and inflation uncertainties. BDCs provide capital to small businesses, have high yields, and are sensitive to interest rate changes, making them attractive for dividend-focused investors. Top BDCs like Ares Capital, Main Street Capital, and Blackstone Secured Lending show strong fundamentals, conservative management, and solid balance sheets. seekingalpha.com - 2 weeks ago
My 9.5% Income Portfolio: Better With Less, But Better Risk is the probability of a negative event in the future. An abstract concept that is not measurable; otherwise it would not be risk. Ascertaining value is the first step in controlling risk, that is, in reducing the possibility of incurring losses that cannot be predicted in advance. My choice to invest in securities with positive NAV performance over time is a way to try to control risk. seekingalpha.com - 2 weeks ago
My Dividend Growth Cocktail Of 2025: 1 MLP, 1 BDC And 1 ETF Investing for high yields and for income growth requires different strategies. Yet, sometimes it is possible to find a middle ground by locking in decent yields and growing distributions. In the article I share my three favorite picks for capturing income growth in 2025. seekingalpha.com - 3 weeks ago
Very Bad News For BDCs, But There Is A Solution BDCs are currently exposed to multiple structural headwinds. It is very difficult to substantiate a bullish case for the BDC sector. In my view, to achieve alpha, one would have to go far out on the risk curve. seekingalpha.com - 3 weeks ago
Fidus Investment: Who's Buying This 8.4% Yielding BDC? Fidus Investment offers an attractive 8.4% forward yield with supplemental dividends, making it a solid choice for income-focused investors despite lacking upside catalysts. The BDC's portfolio value crossed $1 billion, showing impressive growth and strong first-lien debt exposure, ensuring portfolio quality and safety. FDUS has maintained dividend safety with lower leverage, ample liquidity, and spillover income, despite a challenging economic backdrop and declining interest rates. seekingalpha.com - 4 weeks ago
5 BDCs With High Dividend Resistance To Falling Interest Rates The financial outlook for many BDCs is not promising. Already lower base rates will continue to depress results in Q4 reports. The trajectory for SOFR is not great either. seekingalpha.com - 1 month ago
Dividend Cut Alert: 2 BDCs With Likely Lower Dividends In 2025 BDCs offer attractive opportunities for income investors to enhance their portfolio yields. Yet, since the yields are so enticing, the chances are high for getting caught in value traps. In the article I elaborate on two BDCs that are very close to cutting their dividends with a high probability of making the announcements in 2025. seekingalpha.com - 1 month ago
Invest In $95,000 BDC Portfolio For $10,000 Annual Income And Durable Compounding Private credit/BDC investments offer exposure to structural growth and a significant portfolio yield enhancement. Yet, we have to be extra careful of not falling into value traps and investing in unsustainable yields, which are abundant in the inherently risky sector. In this article, I share a BDC portfolio that has ~10.5% yield, healthier fundamentals than the average in the space, and, importantly, meaningful price appreciation potential. seekingalpha.com - 1 month ago
Main Street Vs. Fidus Investment: Both Are Top Class, One Is At Better Price Main Street Capital and Fidus Investment have been my top BDC picks since late 2023. So far, both have outperformed the index, which might raise the question of potential overvaluation. I compare FDUS and MAIN side by side to determine whether they still present an attractive case, and if so, then which one offers a more enticing entry point. seekingalpha.com - 1 month ago
Fidus Investment: A Solid Q3 With An Efficient Income Profile We provide a Q3 update of the business development company Fidus Investment. Fidus Investment trades at a 12.2% dividend yield and shows consistent outperformance at a modest valuation. Q3 adjusted net income rose by 7% to $0.61, driven by higher dividends and fees, with a total Q3 dividend of $0.61. seekingalpha.com - 1 month ago
Investing In BDCs For 10%+ Yields? This Is What Matters Now When investing for 10%+ BDC yields, investors have to pay extra attention to leverage, dividend coverage, and portfolio quality. Going into Q3, 2024 earnings season, my expectation was that we would see elevated volatility levels and falling NII results. While the actual results have been mostly positive for high-quality BDCs (and even for some speculative picks), many risks remain open. seekingalpha.com - 1 month ago
My 9.5% Income Portfolio CEFs And Classic Cars Closed-end funds are special income vehicles, with many positive aspects and just as many weaknesses that take time to be properly understood and evaluated. I discovered their existence about ten years ago, and over time, I became convinced of their worth by developing a personal method of selection based mainly on NAV performance. This is an analytical, data-driven approach which I then extended to other types of securities in my portfolio, namely ETFs and BDCs. seekingalpha.com - 2 months ago
8. Profile Summary

Fidus Investment Corporation FDUS

image
COUNTRY US
INDUSTRY Asset Management
MARKET CAP $ 736 M
Dividend Yield 2.84%
Description Fidus Investment Corporation is a business development company. It specializing in leveraged buyouts, refinancings, change of ownership transactions, recapitalizations, strategic acquisitions, mezzanine, growth capital, business expansion, lower middle market investments, debt investments, subordinated and second lien loans, senior secured and unitranche debt, preferred equity, warrants, subordinated debt, senior subordinated notes, junior secured loans, and unitranche loans. It does not invest in turnarounds or distressed situations. The fund prefers to invest in aerospace and defense, business services, consumer products and services including retail, food, and beverage, healthcare products and services, industrial products and services, information technology services, niche manufacturing, transportation and logistics, and value-added distribution sectors. It seeks to invest in companies based in United States. The fund typically invests between $5 million and $15 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $3 million and $20 million, but it can occasionally invest in larger or smaller companies. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
Contact 1603 Orrington Avenue, Evanston, IL, 60201 https://www.fdus.com
IPO Date June 21, 2011
Employees None
Officers Mr. Edward H. Ross Chairman of the Board & Chief Executive Officer Ms. Amanda Armstrong Accounting Manager Mr. Thomas J. Steiglehner Managing Director Ms. Shelby Elizabeth Sherard CPA Chief Financial Officer, Chief Compliance Officer & Corporate Secretary Ms. Jody Burfening Investor Relations Contact Mr. John Joseph Ross II Managing Director Mr. Matthew G. Shehorn Managing Director Mr. Thomas C. Lauer President, MD & Director Mr. William Andrew Worth Managing Director Mr. Craig J. Petrusha Managing Director