Sba Form 2182 Exhibts 2

---

Overview

Cover
Sample
"Portfolio 1"
"Portfolio 2"

---

Sheet 1: Cover

									OMB Approval No. 3245-0062
									Expiration Date: MM/DD/YYYY
				409 3rd St., SW • Washington, DC 20416 • (202) 205-6510
				The SBIC Program
				Form 2182: Exhibit E2
This form is used to collect detailed information about each applicant's investment track record. Please use this form to present investment experience that is not eligible for presentation using "Form 2182: Exhibit E1." The eligibility criteria are outlined in the "SBIC Program Application Instructions," which should be read prior to completing this exhibit.
SBA Form 2182 (07-13) Previous editions obsolete

---

Sheet 2: Sample

Small Business Investors, LP

Principals (Initials):

Teddy Rooselvelt (TR), John Adams (JA)

Total Fund Size:

$24.0 M

Valuation Date:

6/30/2012

Name of Company

Industry

Stage

Security Type

Date of Inv.

Date of Exit

Invested Capital

Realized Value

Unrealized Value

Cash Multiple

IRR

Inv/Credit Committee (Initials)

Led/Co-led Deal (Initials)

Washington Widgets

Manufacturing

Later Stage

Sub-Debt

Dec-05

Jun-09

$2.5 M

$3.1 M

$0.0 M

1.24x

15.4%

TR, JA

TR

Lincoln Group

Business Services

Change of Control

Sub-Debt

Mar-06

Oct-10

$1.8 M

$2.4 M

$0.0 M

1.33x

14.2%

TR, JA

Jefferson Trucks

Trucking

Growth Stage

Equity

Apr-06

Jun-07

$5.3 M

$3.5 M

$0.0 M

0.66x

(15.0%)

TR, JA

JA

Kennedy Textiles

Textiles

Later Stage

Sub-Debt

Jun-06

$1.5 M

$0.8 M

$2.0 M

1.87x

21.0%

TR, JA

JA

VanBuren Windows

Manufacturing

Later Stage

Second Lien

Feb-07

$2.4 M

$1.0 M

$1.5 M

1.04x

8.0%

TR, JA

TR

Cleveland Communications

Communications

Later Stage

Sub-Debt w/Warrants

Aug-07

$3.1 M

$2.1 M

$1.8 M

1.26x

16.0%

TR, JA

Wilson Components

Electronics

Later Stage

Senior Debt

Aug-07

$2.0 M

$1.8 M

$0.5 M

1.15x

6.0%

TR, JA

TR

(Note: If you need to insert additional rows, please do so above the last line)

TOTAL:

$18.6 M

$14.7 M

$5.8 M

1.10x

7.5%

<-- Gross IRR

2.5%

<-- Net IRR (Gross IRR net of fees)

Description

Please describe the investment experience presented above and why it is relevant to the SBIC proposal

Small Business Investors, LP made lower middle market investments in the same industries and company stages as those to be targeted by the SBIC.

Please describe your role in making the investments described above.

This group of transactions reflects deals on which Teddy Roosevelt and John Adams worked as Associates at Small Business Investors, LP. They conducted due diligence, assisted with the structuring of the investments, attended negotiations and assisted with the presentation of the transactions to the Small Business Investors investment committee. However, they did not lead these transactions or serve as members of the investment committee.

Footnotes:

Include any footnotes below.

---

Sheet 3: "Portfolio 1"

[Fund Name 1]

Principals (Initials):

[Names of Principals (Initials)]

Total Fund Size:

[Total Fund Size - Enter Full Dollar Amount]

Valuation Date:

[Enter the day, month, or quarter this portfolio was valued]

Name of Company

Industry

Stage

Security Type

Date of Inv.

Date of Exit

Invested Capital

Realized Value

Unrealized Value

Cash Multiple

IRR

Inv/Credit Committee (Initials)

Led/Co-led Deal (Initials)

(Note: If you need to insert additional rows, please do so above the last line)

TOTAL:

$0.0 M

$0.0 M

$0.0 M

#DIV/0!

<-- Gross IRR

<-- Net IRR (Gross IRR net of fees)

Description

Please describe the investment experience presented above and why it is relevant to the SBIC proposal

Please describe your role in making the investments described above.

Footnotes:

Include any footnotes below.

---

Sheet 4: "Portfolio 2"

[Fund Name 2]

Principals (Initials):

[Names of Principals (Initials)]

Total Fund Size:

[Total Fund Size - Enter Full Dollar Amount]

Valuation Date:

[Enter the day, month, or quarter this portfolio was valued]

Name of Company

Industry

Stage

Security Type

Date of Inv.

Date of Exit

Invested Capital

Realized Value

Unrealized Value

Cash Multiple

IRR

Inv/Credit Committee (Initials)

Led/Co-led Deal (Initials)

(Note: If you need to insert additional rows, please do so above the last line)

TOTAL:

$0.0 M

$0.0 M

$0.0 M

#DIV/0!

<-- Gross IRR

<-- Net IRR (Gross IRR net of fees)

Description

Please describe the investment experience presented above and why it is relevant to the SBIC proposal

Please describe your role in making the investments described above.

Footnotes:

Include any footnotes below.