Our Firm
Mezzanine Investment Parameters
Ownership
  • Family, entrepreneur, or operator-owned
  • Actively support private equity groups and independent sponsors
Investment Size
  • $3 to $12 million
Target Company Profile
  • $10 million+ of Revenue
  • $2 million+ of EBITDA
  • Headquartered in the U.S.
Industry Focus
  • Broad range of industries including manufacturing, distribution, consumer products, business and industrial services and healthcare
Investment Structure
  • Subordinated debt and non-control equity
Transaction Type
  • Support growth opportunities, balance sheet recapitalizations and/or ownership transfers
Business Characteristics
  • Ability to generate FCF sufficient to service pro forma debt structure
  • Strong management team and sponsorship
  • Defensible market niche and demonstrated competitive advantage