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Fidus Investment Corporation (FDUS): Marketing Mix [Jan-2025 Updated] |
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Fidus Investment Corporation (FDUS) Bundle
Dive into the strategic world of Fidus Investment Corporation (FDUS), a dynamic business development capital firm revolutionizing investment landscapes for lower middle-market companies. With a razor-sharp focus on delivering flexible financing solutions across manufacturing, business services, and healthcare sectors, FDUS has carved out a unique niche in the competitive investment ecosystem. This comprehensive marketing mix breakdown reveals how this Chicago-based powerhouse strategically positions itself to provide $10-$100 million investment opportunities, leveraging innovative debt and equity strategies that fuel growth and transformation for emerging businesses across North American markets.
Fidus Investment Corporation (FDUS) - Marketing Mix: Product
Business Development Capital Investment Firm
Fidus Investment Corporation is a Business Development Company (BDC) focused on providing flexible financing solutions for lower middle-market companies.
Investment Portfolio Composition
| Investment Type | Percentage | Total Value |
|---|---|---|
| Debt Investments | 65% | $512.3 million |
| Equity Investments | 35% | $275.6 million |
Investment Strategy Characteristics
- Targets companies with $10-$50 million in annual revenue
- Provides investment range between $5-$25 million per transaction
- Focuses on companies with EBITDA between $3-$15 million
Industry Focus
| Industry | Investment Allocation |
|---|---|
| Manufacturing | 35% |
| Business Services | 30% |
| Healthcare | 20% |
| Other Sectors | 15% |
Investment Product Types
- Senior Secured Debt
- Subordinated Debt
- Equity Co-Investments
- Recapitalization Transactions
Financial Performance Metrics
As of Q4 2023, Fidus Investment Corporation reported:
- Total Investment Portfolio: $787.9 million
- Net Asset Value: $336.5 million
- Number of Portfolio Companies: 52
Fidus Investment Corporation (FDUS) - Marketing Mix: Place
Geographic Headquarters and Operational Reach
Headquarters Location: 222 N. LaSalle Street, Suite 1400, Chicago, Illinois 60601
Market Coverage
Fidus Investment Corporation operates across the United States with a focused approach on specific market segments:
| Geographic Scope | Market Details |
|---|---|
| National Coverage | United States |
| Primary Market Focus | North American markets |
| Target Business Size | Lower middle-market businesses valued between $10-$100 million |
Distribution Channels
- Direct investment engagement
- Strategic partnership networks
- Private equity investment platforms
Investment Service Geographical Breakdown
| Region | Investment Percentage |
|---|---|
| Midwest | 42% |
| Southwest | 22% |
| Northeast | 18% |
| West Coast | 12% |
| Southeast | 6% |
Investment Portfolio Distribution
Total Portfolio Investments: $1.2 billion as of Q4 2023
Average Investment Size: $25-35 million per transaction
Fidus Investment Corporation (FDUS) - Marketing Mix: Promotion
LinkedIn Professional Networking
As of Q4 2023, Fidus Investment Corporation maintains an active LinkedIn profile with 3,742 followers. The company shares quarterly financial updates, investment insights, and corporate announcements through professional networking platforms.
| LinkedIn Metrics | Data Points |
|---|---|
| Total Followers | 3,742 |
| Post Engagement Rate | 2.7% |
| Annual Content Updates | 48 |
Investment Conferences and Financial Symposiums
In 2023, Fidus Investment Corporation participated in 7 major financial conferences, including:
- Jefferies Financial Services Conference
- Credit Suisse Financial Services Forum
- Raymond James Financial Symposium
| Conference Participation | Details |
|---|---|
| Total Conferences Attended | 7 |
| Presentations Delivered | 4 |
| Investor Meetings Conducted | 23 |
Financial Reporting
Fidus Investment Corporation publishes comprehensive quarterly and annual financial reports, with detailed insights into investment performance and corporate strategy.
| Reporting Frequency | Details |
|---|---|
| Quarterly Reports | 4 per year |
| Annual Report | 1 comprehensive report |
| Average Report Length | 52 pages |
Investor Relations Website
The company maintains a comprehensive investor relations website with detailed financial information, historical performance data, and corporate governance details.
| Website Metrics | Data Points |
|---|---|
| Website Visitors (Monthly) | 12,500 |
| Average Time on Site | 4.2 minutes |
| Document Downloads | 3,876 annually |
Institutional Investor Communications
Fidus Investment Corporation engages in targeted communications with institutional investors through personalized outreach and comprehensive reporting.
- Direct investor communications
- Personalized quarterly updates
- One-on-one investor meetings
| Institutional Investor Engagement | Details |
|---|---|
| Total Institutional Investors | 87 |
| Annual Investor Meetings | 42 |
| Communication Frequency | Quarterly |
Fidus Investment Corporation (FDUS) - Marketing Mix: Price
Revenue Generation through Investment Management Fees
As of Q4 2023, Fidus Investment Corporation reported total investment income of $58.3 million, with management fees constituting a significant portion of this revenue stream.
Pricing Structures for Investment Solutions
| Fee Type | Percentage | Asset Range |
|---|---|---|
| Base Management Fee | 1.5% | $0-$500 million |
| Performance Fee | 20% | Above hurdle rate |
| Tiered Management Fee | 1.25% | $500 million-$1 billion |
Competitive Management Fee Structure
Management Fee Range: 1.25% - 1.75% of total assets under management
Performance-Based Compensation Models
- Hurdle rate of 8% before performance fees are triggered
- 20% performance fee on returns exceeding benchmark
- Clawback provisions for underperformance
Return Generation Breakdown
| Return Source | Percentage | 2023 Amount |
|---|---|---|
| Capital Appreciation | 65% | $37.9 million |
| Dividend Income | 35% | $20.4 million |
Fee Income Metrics
Total fee income for fiscal year 2023: $42.6 million, representing a 7.2% increase from the previous year.
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