Inclusion on 2023 list marks the sixth time Mesirow has received this recognition, Chosen as one of this year’s top firms based on employee surveys, Evaluation based on workplace policies practices philosophy and demographics, CHICAGO December 11 2023, – Mesirow an independent employee-owned financial services firm announced today that Pensions & Investments (P&I recognized the firm as a 2023 Best Places to Work in Money Management 1 This annual survey and recognition program is dedicated to identifying and recognizing the best employers in the money management industry This is Mesirow’s sixth time being recognized as a Best Places to…, $2614 billion in assets under supervision, comprising $560 billion in regulatory assets under management $573 billion in assets under advisement and $1481 billion in non-securities currency assets under management 2 “Mesirow is honored to be named as one of the 2023 Best Places to Work in Money Management” said, CEO, Natalie Brown, “As we continue to serve investors through traditional and alternative investment strategies we also look forward to sustaining our reputation as an employer of choice in each of the 19 cities where we operate and across our industry” P&I partnered with Best Companies Group a research firm specializing in identifying great places to work to conduct a two-part survey process of employers and…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Firm is named to list for third consecutive year, Barron’s, Top 100 RIA Firms annually showcases financial advisors across the country that prioritize advancement and raise the standards for other firms, CHICAGO October 5 2023, – Mesirow an independent employee-owned financial services firm today announced that the firm has once again been named to Barron’s Top 100 RIA Firms list 1 ranking #48 in 2023 Barron’s bases its annual ranking of independent advisory companies on assets managed by the firms technology spending staff diversity succession planning and other metrics  Each year Barron’s ranks the Top 100 RIA Firms…, Natalie Brown, CEO of Mesirow, As our founding capability Mesirow Wealth Management has an 86-year history of advising families entrepreneurs and non-profits on their most important financial goals Today our wealth advisors continue to seek competitive investment returns deliver a high level of personalized financial advice and provide deep client service Mesirow recently announced the acquisition of Front Barnett Associates…, Brian Price, Head of Mesirow Advisory Services, “We look forward to ongoing organic growth and continued momentum through potential future acquisitions in the wealth management space” Mesirow has $2566 billion in assets under supervision 2 and 86 years of market experience The firm has been named one of the Best Places to Work by Crain’s Chicago Business for five consecutive years and has received a top score of 100 in the Human Rights…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

  •    In-depth profile explores how Mesirow “stands out from the crowd” benefitting its clients people and communities, CHICAGO April 28 2022, – Mesirow an independent employee-owned financial services firm today announced that its President, Natalie A Brown, appears on the cover of the April 2022 issue of The CEO Magazine   In this article for the global business and C-suite executive media brand Brown discusses the firm’s independent entrepreneurial culture strategic set of diverse differentiated businesses and longstanding commitment to community engagement and workplace inclusion  In the profile Brown states •    “Mesirow’s culture is renowned –…, Richard S Price, shares what has kept him engaged at the firm – “the people and ability to bring great talent to the firm – people who want to be in an entrepreneurial environment and want to have their voices heard”  He also outlines key steps leaders can take to improve their focus on workplace inclusion  The full text of “In it Together President Natalie A Brown on the Winning Formula Behind Mesirow’s Success…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Erik Barefield Robert DeBolt Jesse Keig and Ketan Shah appointed to the Mesirow Board, New Directors bring diverse perspectives and wide-ranging skills from across Mesirow’s differentiated capabilities and corporate services teams, CHICAGO August 17 2022, – Mesirow an independent employee-owned financial services firm today announced the appointment of four new internal Directors to the firm’s Board of Directors (the “Board” Comprising a diverse group of business and industry executives the Mesirow Board shapes all facets of Mesirow’s corporate policy and strategy Joining the Mesirow Board effective immediately are , Erik Barefield Senior Managing Director Head of Traditional Investment Management, Erik is responsible for providing strategic oversight and leadership on all aspects of the traditional investment management platform including competitive positioning product development distribution and collaboration both within and between the businesses Erik serves as the Chair of the Investment Committee and is a member of the Executive Committee for Metropolitan Family Services He is also…, Robert M DeBolt Chief Investment Officer Private Equity, Bob leads the investment due diligence team is a member of the Private Equity Investment Committee and is involved in all aspects of the private equity investment process Bob participates on the limited partner advisory committees for a number of buyout and venture capital partnerships Prior to joining Mesirow in 2004 Bob was a Principal with Adams Street Partners where he was involved in all…, Jesse Keig Chief Financial Officer, Jesse leads Mesirow accounting operations business accounting financial reporting and tax and financial planning and analysis Prior to becoming CFO Jesse was the firm’s Financial Controller responsible for the firm’s annual financial statements and tax strategy Jesse has 18 years of experience in accounting and finance Jesse serves on the board for the Chicago Fire Department Foundation, Ketan Shah General Counsel, Ketan joined Mesirow in November 2012 and was named General Counsel of Mesirow in August 2021 Ketan leads Mesirow’s legal team and is responsible for overseeing Mesirow’s worldwide legal affairs including corporate and regulatory matters mergers and acquisitions litigation and other general legal matters He is also a member of the Investment Banking New Engagement Committee Prior to assuming the…, Richard S Price, Mesirow Executive Chairman and Chairman of the Board “I look forward to the contributions they will make as we begin the firm’s 85th year and continue to invest in our clients our communities and our workplace culture”  “We are pleased to welcome Erik Bob Jesse and Ketan to the Board and congratulate each on achieving this hallmark” said, Natalie A Brown, CEO of Mesirow “I am confident that each of these individuals will bring their unique skills and voice to the Board helping Mesirow continue to deliver value and differentiation to the marketplace as we act as a force for social good”, Mesirow Board of Directors, Richard S Price, Executive Chairman, Natalie A Brown, CEO, Erik Barefield, Senior Managing Director Head of Traditional Investment Management, Melissa L Bean, President Wealth Management, Ben Blakney, President Institutional Real Estate Direct Investments, Garry W Cohen, Senior Managing Director Sale-Leaseback Capital, Alasdair Cripps, CEO Co-Chief Investment Officer Institutional Real Estate Direct Investments, Robert M DeBolt, Chief Investment Officer Private Equity, Thomas F Hynes, Senior Managing Director Global Investment Management Distribution, Jesse Keig, Chief Financial Officer, Jeffrey M Levine, COO Institutional Sales & Trading, Brian D Price, President and COO Investment Banking, Larry D Richman, Director, Marc E Sacks, CEO Private Equity, Nathaniel Sager, Senior Managing Director CTL and Structured Debt Products, Ketan Shah, General Counsel, Kathryn A Vorisek, Senior Managing Director CIO Portfolio Manager Equity Management About Mesirow  Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management…

•    Richman brings a depth of experience spanning a successful 40-year career in c-suite roles at LaSalle Bank The PrivateBank and CIBC, CHICAGO July 21 2021, –, Mesirow Financial Holdings Inc (“Mesirow” or the “firm” an independent employee-owned financial services firm today announced the appointment of Larry D Richman to its Board of Directors Richman becomes the firm’s first outside director joining an experienced team of executives who shape all facets of Mesirow’s corporate policy and strategy “For more than 30 years Larry Richman has impressed me…, Richard S Price Chairman and CEO of Mesirow, “The addition of an external director of Larry’s caliber is value additive and will assist our board in assessing new strategic business growth opportunities as we build off the strength of one of the most successful fiscal years in our firm’s 84-year history On behalf of Mesirow I welcome Larry to the board I am confident we will benefit from his diverse business perspectives financial acumen…, Larry D Richman Director Mesirow, “The firm further distinguishes itself through the complementary nature of its differentiated specialized financial services offerings which create valuable synergies on behalf of the firm’s clients I look forward to helping the Mesirow board chart the pathways for growth”, Larry D Richman Bio, Richman is the past Chair US Region CIBC Bank USA a role in which he focused on developing client relationships fostering community engagement and mentoring team members He previously served as Senior Executive Vice President Group Head CIBC US Region and President and Chief Executive Officer CIBC Bank USA He joined CIBC following its June 2017 acquisition of The PrivateBank where he served as…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with locations around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what…

Will partner with CEO Board of Directors and Mesirow leadership on corporate strategy Focus on differentiated products and services that further enable clients to prosper over time  Commitment to the firm’s eight-decade history of corporate social responsibility, CHICAGO June 3 2021, – Mesirow Financial Holdings Inc (“Mesirow” or the “firm” an independent employee-owned financial services firm today announced the appointment of Natalie A Brown as President following a unanimous vote by the firm’s Board of Directors In her role as President Ms Brown will work closely with Richard S Price Mesirow’s Chairman and CEO on all facets of corporate strategy She joined Mesirow in 2018…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices around the world we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters…

Ben Blakney Garry W Cohen and Thomas F Hynes appointed to the Board New Directors bring wide-ranging skills from across Mesirow’s diverse differentiated capabilities Appointments follow Larry D Richman joining the Board in July 2021 as the first external Director, CHICAGO August 16 2021, - Mesirow an independent employee-owned financial services firm today announced the appointment of three new internal Directors to the firm’s Board of Directors (the “Board” Comprising a diverse group of business and industry executives the Mesirow Board shapes all facets of Mesirow’s corporate policy and strategy Joining the Mesirow Board effective immediately are, Ben Blakney, President Mesirow Institutional Real Estate Direct Investments Ben joined Mesirow in 2014 and has more than 30 years of investment industry experience as a senior executive in both the public and private sectors He is an active member of the Pension Real Estate Association the National Association of Securities Professionals and the Real Estate Executive Council and plays a key role in driving…, Thomas F Hynes, Senior Managing Director Global Investment Management Distribution Tom has been with Mesirow since 1997 and brings broad deep perspectives on global institutional investing across traditional and alternative asset classes He is a board member of LINK Unlimited Scholars and serves on the Finance Committee for CURE (Citizens United for Research in Epilepsy, Garry W Cohen, Senior Managing Director Mesirow Sale-Leaseback Capital Garry joined Mesirow in 1984 and today serves as an integral part of the day-to-day operations and strategy of the Sale-Leaseback Capital group He is also a member of Mesirow’s Capital Markets Board of Directors acts as the Supervising Broker on behalf of Mesirow real estate brokerage activities and is actively involved in all of the firm’s…, Richard S Price, Chairman and CEO of Mesirow “As we seek new ways to deliver value to our clients and strategic partners I believe the outlook for Mesirow has never been stronger” “Our new Directors will enhance our Board through their professional experiences and financial acumen” said, Natalie A Brown, President and Director of Mesirow “We congratulate Ben Garry and Tom for achieving this distinction of directorship and we look forward to their many future contributions” The addition of these seasoned professionals follows the July 2021 appointment of, Larry D Richman, as the firm’s first outside Board Director Richman brings experience spanning a successful 40-year career in c-suite roles at LaSalle Bank The PrivateBank and CIBC Mesirow Board of Directors Richard S Price CEO and Chairman Mesirow Natalie A Brown President Mesirow Melissa L Bean President Wealth Management Dennis B Black Senior Advisor to the Chairman Office of the Chairman Ben Blakney President…

CHICAGO April 18 2016, – Mesirow Financial announced that it successfully led the $197 million sale-leaseback for 143 Bob Evans restaurant properties across the Midwest Mid-Atlantic and Southeast Under the deal which closed April 14 2016 Mesirow Financial along with National Retail Properties Inc will separately own the 143 properties Led by Senior Managing Directors Garry Cohen and Douglas Barker Mesirow Financial’s…

$76MM Construction-to-Permanent Loan Transaction Represents One of the Largest Credit Tenant Lease Transactions on the Island over Past Two Years, CHICAGO April 18 2019,  – Mesirow announced that it has successfully structured and arranged Credit Tenant Lease (CTL construction-to-permanent financing in the amount of approximately $76777000 for the development of a soon to-be-built US Department of Veterans Affairs clinic in the Commonwealth of Puerto Rico The US Department of Veterans Affairs engaged in a public-private partnership (P3 with local developer AJM…, About Mesirow, Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 20 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…, About Arbona Group/AJM Management LLC, Arbona Group founded in 1979 is composed of several legal entities each one with a special purpose with a solid trajectory in the development and management of industrial and commercial properties in Puerto Rico AJM Management LLC is a division of the Arbona Group To learn more please visit  empresasarbonacom , About RiskOne Group, RiskOne Group is a multidisciplinary firm with services in Insurance & Risk Management Health & Benefits Commercial Real Estate and Human Resources Consulting RiskOnes boutique approach allows its customers to enjoy the personalized attention and detailed oriented services of a small firm Each of RiskOnes partners has over 20 years of experience in their respective fields with local/…

Transaction represents one of the first tax-exempt healthcare P3 financings in the US, CHICAGO August 31 2020,  –  Mesirow (the firm today announced that its Public Finance and Credit Tenant Lease (CTL and Structured Debt Products teams acted as the senior underwriter for one of the first tax-exempt healthcare public-private partnership (P3 financings in the United States Mesirow acted as the financing arm of the winning development team that was assembled by the Board of Trustees of the University of…, About Mesirow Public Finance, Mesirow Public Finance has a longstanding tradition of providing objective professional services to a diverse group of public sector clients The teams regional bankers located in four major cities across the US maintain the day-to-day relationships with clients and coordinate their specific financial needs Over the last two years the Public Finance team has acted as underwriter on over $38…, About Mesirow , Mesirow is an independent employee-owned financial services firm founded in 1937 Headquartered in Chicago with offices in 20 cities we serve clients through a personal custom approach to reaching financial goals and acting as a force for social good With capabilities spanning Global Investment Management Capital Markets & Investment Banking and Advisory Services we invest in what matters our…