1541 Ocean Ave, Suite 200
Santa Monica, CA 90401
858-449-4791

435 Devon Park Drive, Building 700
Wayne, PA 19087
610-992-5880

5251 DTC Parkway Suite 975
Greenwood Village CO, 80111
484-919-7900

Investment Criteria

  • Merion seeks to invest in lower middle market companies with strong management and proprietary products or market position located in the United States.
  • A broad array of industries with a focus on:
    • Business Services
    • Specialty Manufacturing
    • Healthcare
    • Profitable technology companies with proven products and markets
    • eCommerce
  • Investment Size:
    • $4 Million to $20 Million
  • General attributes of all portfolio companies:
    • Revenues > $10 Million
    • EBITDA > $2 Million
  • Transaction Types:
    • Acquisitions
    • Management buyouts
    • Generational transfer
    • Buyout of partner or shareholder
    • Growth capital
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