555 East Lancaster Avenue

Suite 500
Radnor, PA 19087

555 East Lancaster Avenue

Suite 500
Radnor, PA 19087
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Lower Middle Market Experts

Founded in 2003, Merion is comprised of experienced
professionals with decades of experience investing
in growing businesses

Our Services
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Reliable Partners

We work with companies, management teams,
independent sponsors and private equity firms
to take businesses to the next level

Our Services
Contact Us Today
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Creative Capital

Merion offers innovative structures
responsive to the needs of borrowers

Our Services
Contact Us Today

Sponsors

Merion knows what it takes to make a transaction successful. We also know what it takes to make the experience a positive one for sponsors.

Independent Sponsors

Having invested with many independent sponsors, Merion is familiar with the unique benefits of the model.

Entrepreneurs

Need capital to fund future growth, launch a new product or complete an acquisition?

Intermediaries

Talk to us before your client raises equity. Merion can provide mezzanine debt as an alternative to equity.

Limited Partners

Merion is supported by world class investors.  For access to the Limited Partner Portal click here.

About Us

Founded in 2003, Merion Investment Partners is a family of mezzanine capital funds, currently or previously licensed by the Small Business Administration (“SBA”) as Small Business Investment Companies (“SBIC”). Merion invests mezzanine debt with equity features in companies that have strong growth potential, proven management teams, a strategic competitive advantage and/or is operating in sectors of the economy that are poised to exhibit growth. Read More

What is Mezzanine Debt?

Mezzanine debt, often referred to as subordinated debt or junior capital, is a layer of capital that effectively bridges the gap between senior/bank debt and equity. Mezzanine debt is an effective tool for cash flow positive companies whose needs exceed their bank’s ability or willingness to lend. Examples of such situations include: buyouts, financing internal growth, financing an acquisition, financing a management buyout or generational transfer. In these situations, mezzanine debt often proves less costly than equity. In addition, mezzanine debt is a more effective choice than equity when companies have cash flow, but no significant history, collateral or size to attract senior debt. Subordinated debt can also be a more effective financing tool than senior debt when companies need access to a large piece of long term debt, but lack collateral to do so.

Helping Small Businesses just like yours

50+

Companies Financed as a Team

115

% Average Revenue Growth by Merion Companies

120

Years of Experience

Testimonials

Here’s what just some of our clients have said

Merion supported I.D. Images with capital, strategic advice, and sourcing potential acquisition opportunities. Everyone talks about being a partner, but few live the true meaning of the term. Merion is a true partner.

Brian Gale — I.D. Images, CEO

2016-05-26T14:14:13+00:00

Brian Gale — I.D. Images, CEO

Merion supported I.D. Images with capital, strategic advice, and sourcing potential acquisition opportunities. Everyone talks about being a partner, but few live the true meaning of the term. Merion is a true partner.
When AFS started on its strategy to grow through acquisitions, the company had no track record of historical earnings, but based on the management vision, Merion was the only one that understood the value proposition and provided the capital needed at a critical time for AFS. Their support of management in continuing the growth strategy by providing additional funding and counsel when needed, resulted in AFS being one of the most successful software company roll-ups of the last decade and Merion was a pivotal part of that success.

Kurien Jacob — Anju Software Inc., CEO

2016-05-26T14:21:28+00:00

Kurien Jacob — Anju Software Inc., CEO

When AFS started on its strategy to grow through acquisitions, the company had no track record of historical earnings, but based on the management vision, Merion was the only one that understood the value proposition and provided the capital needed at a critical time for AFS. Their support of management in continuing the growth strategy View Full →
Merion is responsive and decisive. With Merion’s assistance, we closed two add on acquisitions for our platform in a very timely and seamless fashion. Their speed, professionalism and willingness to pose solutions helped our company to grow both organically and through consolidation of competitors and product lines.

Eerik Giles — Navigation Capital

2016-05-26T14:23:10+00:00

Eerik Giles — Navigation Capital

Merion is responsive and decisive. With Merion’s assistance, we closed two add on acquisitions for our platform in a very timely and seamless fashion. Their speed, professionalism and willingness to pose solutions helped our company to grow both organically and through consolidation of competitors and product lines.
“Merion was a great partner for Olympia. From the start of the investment all the way through to a successful exit, they were supportive of our management team and clear in their goal of value creation over the long term. The Merion team played an important role in driving growth and positioning Olympia for success.”

Scott Brickel – CEO of Olympia Chimney Supply, Inc.

2016-05-26T15:26:11+00:00

Scott Brickel – CEO of Olympia Chimney Supply, Inc.

“Merion was a great partner for Olympia. From the start of the investment all the way through to a successful exit, they were supportive of our management team and clear in their goal of value creation over the long term. The Merion team played an important role in driving growth and positioning Olympia for success.”

Portfolio Companies

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Please feel free to submit a proposal or business plan for an opportunity that meets Merion’s investment parameters. We do not invest in start-up businesses or real estate. For more information, see the Investment Criteria section.

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