Company Performance Metrics
- Julie Persily: Independent DirectorPast Role: Bankers Trust, Managing Director
CM Finance is an externally-managed, closed-end, non-diversified management investment company that has elected to be regulated as a business development company under the Investment Company Act of 1940. The company’s investment objective is to maximize the total return to its stockholders in the form of current income and capital appreciation
through debt and related equity investments by targeting investment opportunities with favorable risk-adjusted returns.
CM Finance seeks to invest primarily in middle-market companies that have annual revenues of at least $50 million and earnings before interest, taxes, depreciation, and amortization of at least $20 million. The company’s investment activities are managed by its investment adviser, CM Investment Partners LLC.