# Mesirow Financial: portfolio, investments and team > Mesirow Financial is a private equity based in United States. 20 investments on record, latest Feb 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/mesirow-financial (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # Mesirow Financial Last cheque observed Feb 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Quiet New fund $22M, May 2013 Private equity Seed Series A Series B Collaboration Tools Software Productivity Tools Cheques on record **0%** of best year **0** **cheques in 12 months**, 20 on record Since the last cheque **4261** days **00** hrs **00** min **00** sec Median round **$18M** Rounds led **0 of 20** Exits **3 from the portfolio** Mostly in **United States, 100%** Pitch Mesirow Financial ## Mesirow Financial highlights - 01 20 rounds on record - 02 Mostly Series E and Venture: 53% of its rounds - 03 3 exits from the portfolio ## What they do - **Type:** Private equity (from a list, unverified) - **Cheque size:** Not stated - **Stages:** Seed Series A Series B Growth Pre-IPO - **Sectors:** Collaboration Tools Software Productivity Tools - **Based in:** CHICAGO, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **20 appearances** - **2015** 2 rounds - **Feb** **[CENX](https://millionrounds.com/company/cenx)** US **Undisclosed** With 5 others - **Feb** **[Pivot3](https://millionrounds.com/company/pivot3)** Growth · US **$45M** With 4 others - **2014** 2 rounds - **Oct** **[Pivot3](https://millionrounds.com/company/pivot3)** Series E · US **$2.0M** With 4 others - **Aug** **[Pivot3](https://millionrounds.com/company/pivot3)** Series E · US **$12M** With 7 others - **2013** 1 round - **Oct** **[Pivot3](https://millionrounds.com/company/pivot3)** Growth · US · finsmes.com **$14M** With 7 others - **2012** 2 rounds - **Jun** **[CENX](https://millionrounds.com/company/cenx)** Venture · US · finsmes.com **$9.5M** With 2 others - **Feb** **[Pivot3](https://millionrounds.com/company/pivot3)** Growth · US · techcrunch.com **$23M** With 6 others - **2011** 1 round - **Sept** **[GrubHub](https://millionrounds.com/company/grubhub)** Series E · US · techcrunch.com **$50M** With 4 others - **2010** 2 rounds - **Jun** **[Serious Energy](https://millionrounds.com/company/serious-energy)** Series D · US · deals.venturebeat.com **$20M** With 9 others - **Feb** **[Pivot3](https://millionrounds.com/company/pivot3)** Series D · US · texastechpulse.com **$25M** With 4 others - **2009** 2 rounds - **Nov** **[Pivot3](https://millionrounds.com/company/pivot3)** Venture · US **$2.0M** With 2 others - **Sept** **[Serious Energy](https://millionrounds.com/company/serious-energy)** Series C · US · greentechmedia.com **$60M** With 5 others - **2008** 2 rounds - **Oct** **[Accompany-ME Technology](https://millionrounds.com/company/accompany-me-technology)** Venture · US · marketwatch.com **$22M** With 5 others - **Jan** **[Pivot3](https://millionrounds.com/company/pivot3)** Series C · US · texastechpulse.com **$24M** With 3 others - **2007** 3 rounds - **Sept** **[Pivot3](https://millionrounds.com/company/pivot3)** Venture · US · sec.gov **$5.0M** With 2 others - **Jun** **[Coradiant](https://millionrounds.com/company/coradiant)** Series E · US **$15M** With 2 others - **Feb** **[Accompany-ME Technology](https://millionrounds.com/company/accompany-me-technology)** Series E · US · thealarmclock.com **$36M** With 5 others - **2006** 2 rounds - **Mar** **[Inteliquent](https://millionrounds.com/company/inteliquent)** Series C · US **$12M** With 3 others - **Feb** **[Accompany-ME Technology](https://millionrounds.com/company/accompany-me-technology)** Series D · US · redherring.com **$18M** With 4 others - **2005** 1 round - **Sept** **[Vendavo](https://millionrounds.com/company/vendavo)** Series E · US · thefreelibrary.com **$15M** With 4 others An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor. ## The team Named by the firm itself, on a filing, its Form ADV or its company registration **24 named** AR **Alasdair Robert James Cripps** Chief Executive Officer & Co-Chief Investment Officer of the Real Estate Direct Investment Division i Form ADV BD **Brian D Cornell** Executive Officer i Filing they signed BD **Brian David Price** Head of Advisory Services i Form ADV CE **Chad Edward Brown** Svp, Sales Strategy i Form ADV CB **Christopher Bowring** Director i Filing they signed DM **Dallas Marie Villarreal** Svp, Operations & CCO i Form ADV ED **Eric D Siegel** Executive Officer i Filing they signed FS **Fred Stambaugh** Managing Director of Mesirow Financial Alternative Investments, LLC, manager i Filing they signed GC **Gary C. Klopfenstein** Authorized Person of Mesirow Financial Commodities Management, LLC, the Investment Manager and Sole Member of Mesirow Financial Commodities Fund I G.P., LLC, the General Partner and Promoter i Filing they signed GR **Geoff Ruddick** Director i Filing they signed GL **Geoffrey Lutz** Executive Officer, Director i Filing they signed GJ **Gregory J Robbins** Executive Officer i Filing they signed HM **Howard M Rossman** Executive Officer i Filing they signed JM **Jeffrey Michael Levine** Director i Form ADV JJ **Jesse Joseph Keig** Chief Financial Officer i Form ADV JJ **John Joseph Braden** Owner, Principal i Form ADV JB **Jon Brorson** Executive Officer, Director i Filing they signed JP **Joseph Patrick Hoffman** Currency Management Department, President i Form ADV KA **Kathryn Ann Vorisek** Senior Managing Director, Equity Management i Form ADV LM **Lee Michael Gordon** Wealth Management Department, Chairman i Form ADV MB **Martin B Kaplan** Executive Officer i Filing they signed MJ **Mary Jo Moon Hayes** Chief Compliance Officer i Form ADV MD **Matthew David Coen** CFO i Form ADV ME **Michael Edward Annin** Fiduciary Solutions Department, President i Form ADV We also hold **75** people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them. ## What the register says From the firm's own filings with the SEC, which it must file accurately by law **$85B** assets it manages, 5 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** Mesirow Financial Private Equity Advisors, Inc. - **SEC number:** CRD 309685 Funds on its Form ADV **31** private funds, **$9.4B** in gross assets · filed Dec 2024 Private equity **13** Real estate **8** Closed-end private credit fu **5** - Mesirow Financial Real Estate Value Fund IV, L.P. *Real estate* 32 investors $1.8B - Mesirow Financial Real Estate Value Fund III, L.P. *Real estate* 41 investors $1.6B - Mesirow Financial Private Equity Fund VII-B L.P. *Private equity* 62 investors $830M - Mesirow Financial Private Equity Fund VII-A, L.P. *Private equity* 53 investors $826M - Mesirow Financial Private Equity Partnership Fund VI, L.P. *Private equity* 48 investors $684M - Mesirow Financial Private Equity Fund VIII-A, L.P. *Private equity* 77 investors $537M - Mesirow Financial Real Estate Value Fund V, L.P. *Real estate* 18 investors $532M - Mesirow Financial Private Equity Fund VIII-B, L.P. *Private equity* 85 investors $497M - Mesirow Financial Private Equity Partnership Fund V, L.P. *Private equity* 50 investors $395M - Mesirow Financial Private Equity Special Fund B, L.P. *Private equity* 2 investors $314M And 21 more on the filing. ## Exits from the portfolio Companies it backed that were later bought or listed **3 in all** **[Vendavo](https://millionrounds.com/company/vendavo)** Bought by [Francisco Partners](https://millionrounds.com/fund/francisco-partners) **Undisclosed** Oct 2014 **[Coradiant](https://millionrounds.com/company/coradiant)** Bought by BMC Software **Undisclosed** Apr 2011 **[Accompany-ME Technology](https://millionrounds.com/company/accompany-me-technology)** Bought by Antenna Software **Undisclosed** Jun 2009 An exit counts when it came after the firm's first round in the company. From historical deal records. New fund on file **$22M** raised in May 2013 From its SEC filing, not a journalist: a firm that has just raised has money to deploy. ## The cheque Seed Series A Series B Median round joined **$18M** the round, not its cheque Led 0 of 20 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Feb 2015 - **Exits:** 3 from the portfolio Rounds by stage said on their site - Series E *6* - Venture *4* - Growth said *3* - Series C *3* - Series D *3* - Seed said *-* - Series A said *-* Cheques by year Led Joined 2005 2015 Often in the room with - [InterWest Partners](https://millionrounds.com/fund/interwest-partners) 8 - [Lightspeed Venture Partners](https://millionrounds.com/fund/lightspeed-venture-partners) 8 - [Silver Creek Ventures](https://millionrounds.com/fund/silver-creek-ventures) 7 - [DCM Ventures](https://millionrounds.com/fund/dcm-ventures) 5 - [New Enterprise Associates](https://millionrounds.com/fund/new-enterprise-associates) 5 - [Sigma Partners](https://millionrounds.com/fund/sigma-partners) 4 **Pitching Mesirow Financial?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## Who they invest alongside The investors most often in the same rounds as Mesirow Financial. A count of rooms they were both in, not a relationship either has claimed. [**InterWest Partners** VC firm **8** rounds together](https://millionrounds.com/fund/interwest-partners)[**Lightspeed Venture Partners** VC firm **8** rounds together](https://millionrounds.com/fund/lightspeed-venture-partners)[**Silver Creek Ventures** VC firm **7** rounds together](https://millionrounds.com/fund/silver-creek-ventures)[**DCM Ventures** Private equity **5** rounds together](https://millionrounds.com/fund/dcm-ventures)[**New Enterprise Associates** VC firm **5** rounds together](https://millionrounds.com/fund/new-enterprise-associates)[**Sigma Partners** VC firm **4** rounds together](https://millionrounds.com/fund/sigma-partners)[**Canaan** VC firm **3** rounds together](https://millionrounds.com/fund/canaan-partners)[**Focus Ventures** VC firm **3** rounds together](https://millionrounds.com/fund/focus-ventures)[**Intel Capital** Corporate VC **3** rounds together](https://millionrounds.com/fund/intel-capital)[**Motorola** Corporate VC **3** rounds together](https://millionrounds.com/fund/motorola)[**Northleaf Capital Partners** Private equity **3** rounds together](https://millionrounds.com/fund/northleaf-capital-partners)[**S3 Ventures** VC firm **3** rounds together](https://millionrounds.com/fund/s3-ventures) ## Mentioned on podcasts Episodes that name Mesirow Financial in their description, not their title. - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 20 Apr 2020 · 60 min [REPLAY] Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57) Mentions [Mesirow Financial](https://millionrounds.com/fund/mesirow-financial) Apple PodcastsShow page - [Capital Allocators](https://millionrounds.com/podcasts/capital-allocators) 18 Jun 2018 · 60 min Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57) Mentions [Mesirow Financial](https://millionrounds.com/fund/mesirow-financial) Apple PodcastsShow page ## Quick answers about Mesirow Financial ### What does Mesirow Financial invest in? Mesirow Financial invests most often at Series E and Venture (53% of the rounds on record), in sectors such as Collaboration Tools, Software and Productivity Tools. ### How active is Mesirow Financial? 20 investments on record, 0 of them in the last 12 months. The most recent was in Feb 2015. ### How big are Mesirow Financial's cheques? The median round it joins is $18M. ### Does Mesirow Financial lead rounds? Rarely, if at all: none of its 20 investments on record names it as the lead. ### Where does Mesirow Financial invest? Most of the companies it backs are in the United States (100%). ### Is Mesirow Financial investing now? No investments in the last 12 months; the latest was in Feb 2015. ### Who does Mesirow Financial invest alongside? Most often InterWest Partners (8 rounds together), Lightspeed Venture Partners (8 rounds together) and Silver Creek Ventures (7 rounds together). ### What kind of investor is Mesirow Financial? Mesirow Financial is a private equity firm based in CHICAGO, United States. ## Raising now? Find the investors who back rounds like yours, and keep every conversation on one fundraising board. Find similar investorsOpen your CRM Built from the rounds we watched, its filings and its own website, refreshed every night. [How we count](https://millionrounds.com/methodology) · [Report a correction](https://millionrounds.com/corrections?slug=mesirow-financial) · [Is this your firm? Claim it](https://millionrounds.com/claim?org=mesirow-financial)