Access to Capital Directory

Published February 18, 2013

Northern Trust

526 E. Wisconsin Ave.

Milwaukee, WI 53202

www.northerntrust.com

Key Contact:

Jamie Reeve
James Kuehn
Julia Fiul

Phone: (414) 905-7800

Fax: N/A

Year Founded: 1889

General Business Description: Middle market banking, credit and depository offerings in addition to wealth and investment management capabilities.

Two most common transaction sizes:

$2.6 mil - $4.9 mil

$1 mil - $2.5 mil

Top three industries in which transactions have been conducted:

Business Services

Social Services/ Nonprofit

Business Services

Access to Capital Services : Lines of Credit
Loans - General
Revolving Credit Facilities

Banks/Credit Unions

Total Assets: Over $50 bil

Number of SBA loans in the past 18 months: Under 5

Number of full-service locations in SE Wisconsin: 1

Number of commercial lending professionals located in SE Wisconsin: Under 5

Investment Banking & M&A Firms

Private Equity Groups

Accounting, Legal & Valuation Firms

Other Organizations: Social Services/ Nonprofits, Government Programs. Venture Capital, Leasing & Real Estate Companies