Forrest Mertens
Profile
Mr. Mertens joined MVC Capital in January of 2003 and is responsible for sourcing, executing and monitoring of investments.
He has worked closely with the boards of ten companies ranging from early-stage to mature businesses, and also served as a Director of Phoenix Coal (TSX: PHC).
Before joining MVC Capital, Mr. Mertens worked at Next Level Communications, a telecommunications solutions provider, where he managed the firm’s Enclosures and Backplanes product line, which generated approximately $20 million in annual revenue.
Previously, he worked as a Research Analyst for Beacon Investment Management, an asset management firm in Boston.
Mr. Mertens earned a Bachelors of Science in Business Administration from Boston University, where he graduated summa cum laude, and is currently pursuing a Masters of Business Administration at The Kellogg School of Management.
Former positions of Forrest Mertens
| Companies | Position | End |
|---|---|---|
Beacon Wealthcare, Inc.
 Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Analyst-Equity | 31/12/2002 |
| MVC CAPITAL, INC. | Chief Operating Officer | - |
Training of Forrest Mertens
| Boston University | Undergraduate Degree |
Experiences
Positions held
Linked companies
| Private companies | 2 |
|---|---|
MVC Capital, Inc.
 MVC Capital, Inc. Investment ManagersFinance MVC Capital, Inc is private Equity fund invest in equity and debt investment capital to fund growth, acquisitions, and recapitalizations of small and middle-market companies located in the United States. company operates through the MVC and MVCFS segments. The MVC segment consists of MVC Cayman and MVC Turf. The MVCFS segment refers to its subsidiary which provides advisory, administrative, and other services to the company and its portfolio companies. It participates in senior and subordinated loans, common and preferred stock, and warrants or rights to acquire equity interests, or convertible securities requirements. | Finance |
Beacon Wealthcare, Inc.
Beacon Wealthcare, Inc. Investment ManagersFinance Beacon Investment Management, Inc. is an independent, SEC-registered investment advisor headquartered in Raleigh, North Carolina. The firm was founded by Samuel Bass, Jr. in 1998 and they provides portfolio management services to individuals, high net-worth individuals, trusts, estates, pension and profit-sharing and defined-contribution retirement plans, business entities, charitable institutions, endowments and foundations. | Finance |
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