
Fidus Investment Corp
FDUS · NASDAQ · Financial Services / Asset Management
Price History
Full chartMarket Stats
About
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 $30 million per transaction in companies with annual revenues between $10 million and $150 million and an annual EBITDA between $5 million and $30 million, but it can occasionally invest in larger or smaller companies. The fund typically invests between $5 million and $15 million in debt investment. It seeks to acquire minority equity stakes and board observation rights in conjunction with its investments.
Company Details
- SectorFinancial Services
- IndustryAsset Management
- CEOMr. Edward H. Ross
- Employees0
- Headquarters1603 Orrington Avenue, Evanston, IL, United States, 60201, USA
- Websitehttps://www.fdus.com
Leadership
- Mr. Edward H. RossChairman of the Board & CEO · b. 1966
- Mr. Thomas C. LauerPresident, MD & Director · b. 1968
- Mr. Michael J. MillerMD & Head of Business Development
- Mr. Robert G. Lesley Jr., C.F.A.Managing Director
- Mr. J. Connor HoesleyManaging Director
- Mr. Matthew CulbertsonManaging Director
- Mr. Will Brown CPA, CPAManaging Director
- Ms. Shelby Elizabeth Sherard CPACFO, Chief Compliance Officer & Corporate Secretary · b. 1970
- Ms. Amanda ArmstrongAccounting Manager
- Ms. Jody BurfeningInvestor Relations Contact
Financials
Income Statement
Balance Sheet
Cash Flow
Earnings
Key Statistics & Ratios
Analyst Ratings
- Strong Buy2
- Buy1
- Hold1
Ownership Breakdown
- Institutions
- 24.92%
- Insiders
- 0.81%
- Retail / Other
- 74.27%
Top Institutional Holders
- Van Eck Associates Corporation713.06K1.88%
- Cetera Investment Advisers542.32K1.43%
- UBS Group AG422.89K1.11%
- Baird Financial Group, Inc.406.43K1.07%
- Muzinich & Co Inc368.30K0.97%
- Morgan Stanley - Brokerage Accounts294.17K0.78%
- Legal & General Group PLC284.46K0.75%
- Sumitomo Mitsui Trust Group Inc230.11K0.61%
- Novare Capital Management LLC219.07K0.58%
- PFG Advisors205.09K0.54%
- Two Sigma Investments LLC194.90K0.51%
- Franklin Templeton Inc152.28K0.40%
- LPL Financial Corp151.75K0.40%
- BlackRock Inc141.34K0.37%
- Ethos Financial Group LLC131.00K0.35%
- Plan Group Financial, LLC125.52K0.33%
- Advisors Asset Management118.05K0.31%
Top Fund Holders
- VanEck BDC Income ETF745.92K1.97%
- Putnam BDC Income ETF219.72K0.58%
- iShares Listed Private Eq ETF USD Dist137.25K0.36%