Annie Li

Annie Li is a Managing Director and co-founder of Mizzen Capital, a New York-based investment firm. Here are key details about her background and career:

Professional Experience

Annie Li has over 19 years of experience in finance and investment management. Her career progression includes:

• Managing Director at Mizzen Capital (March 2019 - Present)

  • Co-founded the firm, which focuses on debt investments in lower middle market U.S. companies
  • Leads strategic initiatives and investment decisions

• Senior Associate at Medley SBIC, LP (April 2013 - March 2019)

  • Managed various aspects of the Medley SBIC Fund, including deal screening and asset management

• Lead Analyst at Sunrise Equity Partners (April 2007 - April 2013)

  • Worked on investment activities and reporting for this private equity SBIC fund

• Equity Research Associate Analyst at Rodman & Renshaw (May 2005 - April 2007)

  • Worked at this boutique healthcare investment bank in New York City

Education

• MBA in Finance and Management from Columbia Business School
• BA from China Agricultural University

Investment Focus

At Mizzen Capital, Annie Li focuses on:

• Debt investments in U.S.-based lower middle market companies
• Industries including manufacturing, industrial, business & healthcare services, IT, software, and alternative energy

Annie Li has built a strong network in the finance industry, with over 100 connections on LinkedIn. Her extensive experience in SBIC funds and investment management has positioned her as a key figure in the lower middle market investment space.123