555 East Lancaster Avenue, Suite 500

Radnor, PA 19087
610-992-5880

100 Wilshire Blvd., Suite 1270

Santa Monica, CA 90401
858-449-4791

555 East Lancaster Avenue, Suite 500

Radnor, PA 19087
610-992-5880

100 Wilshire Blvd., Suite 1270

Santa Monica, CA 90401
858-449-4791

Management Team

Experienced and professional, the Merion team has over 120 years of collective experience in all aspects of lower middle market finance. Merion’s Founders have worked together as a team for more than twenty years, dating back to their time at Mellon Bank, where they set up Mellon’s subordinated debt group.

William M. Means

Managing Partner
Bill is the Managing Partner and Co-founder of Merion as well as the founder of its predecessor portfolio mezzanine group at Mellon Bank. He has been active in the leveraged finance and private equity industry for over 25 years, dating back to Fidelcorp Capital which was one of the earliest bank owned private equity subsidiaries. He has been involved in the structuring and underwriting of over 100 investments and has served in a board capacity on over 20 portfolio companies including many Inc. 500 high growth businesses with a particular focus on healthcare, tech enabled business services and human resource capital. He has served on the board and various committees of many Philadelphia industry groups including the GPVG and ACG.
Education: BA Case Western Reserve University; MBA/MS Temple University
Select Board Affiliations: ReSearch Pharma, AFS, Baran Institute of Technology, Shades of Light, NCO, Crothall Services, Response USA

 

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Anthony R. Caringi, CFA

Partner
Founding Partner of Merion Investment Partners and a member of the Mellon Growth Finance team. Anthony has been investing mezzanine debt and equity in private companies for buyouts, acquisitions and growth for over 20 years. He has served on multiple private company boards as well as several non-profit boards. Anthony is a member of the CFA Institute and was a former adjunct professor of Finance and Accounting at a local college and university.
Education: BA in Economics from Lycoming College; MBA in Finance and Investments from George Washington University.
Select Board Affiliations: MetaSource, The TLC Companies, Computex, Sayers Corporation, Workplace Dynamics.

Gayle G. Hughes

Partner
Gayle G. Hughes, Partner, Co-founder of Merion and a member of the MGF team. Gayle has over 30 years lending experience and has spent over half of her career working with entrepreneurial firms providing growth capital via leveraged cash flow and mezzanine. She also was an investment banker at Marine Midland raising debt and equity capital. She served on the Executive Committee and the Board of the Small Business Investor Alliance.
Education: AB Lafayette College
Select Board Affiliations: Cargo Airport Services, ID Images, Databank, Midwest, Strategic Marketing

Samuel S. Brewer

Principal
Sam is a Principal of Merion Investment Partners. His responsibilities cover a variety of deal functions including underwriting, portfolio management and deal sourcing. He joined the Merion team in 2004, shortly after the closing of the first Merion fund. Sam has served on the board of directors as an observer or director of numerous portfolio companies including: Olympia Chimney Supply, Healthcare Systems Holdings, GogoTech and NAVEOS. Prior to Merion, Sam spent four years in the investment banking division of Merrill Lynch with two years as an Associate in the Telecom Group and two years as an Analyst in the Real Estate Group. Sam has a BA, cum laude, from Brown University in Classics and a MBA from The Wharton School of Finance.
Select Board Affiliations: Olympia Chimney, InteliChart, ITelagen

Michael J. Kelley

Principal
Mike is a Principal with Merion Investment Partners which he joined in 2012. At Merion, Mike is responsible for sourcing and executing transactions as well as overseeing business development strategy. Mike has over 20 years of experience in the private equity field, most recently as the founder of the Angel Round Capital Funds, a New York based angel investment fund. He has served on numerous for-profit and not for profit boards. Mike received his BA from the University of Delaware magna cum laude.
Education: BA University of Delaware
Select Board Affiliations: Delaware Innovation Fund

Alex P. Rohr

Director
Alex is Director at Merion and has been active in the private equity industry for 7 years and the broader M&A industry for 15 years, dating back to his time with the USDOJ examining corporate mergers and acquisitions for anti-competitive effects. His primary responsibilities at Merion include new deal analysis, structuring and underwriting of investments and portfolio management, serving in a board capacity on several portfolio companies with a particular focus on healthcare and business services. Alex has a BA, cum laude, from University of San Diego in Sociology and Political Science and a MBA from Villanova University.
Education: BA University of San Diego; MBA Villanova University
Select Board Affiliations: ITelagen, Linden Care, Crestcom

Mark D. Rafalovich, CPA

Associate
Mark is an Associate with Merion Investment Partners. He is primarily responsible for assisting the underwriting team in new deal analysis, structuring and portfolio management. He previously worked in Ernst & Young’s Financial Services practice where he provided domestic and international tax and advisory solutions for leading global investment management firms. He is completing his CFA and currently holds the CPA designation through the AICPA. Mark completed his BA at San Diego State University and received his MBT from the University of Southern California.
Education: BA San Diego State University; MBT University of Southern California

Paul J. Haviland, CPA

Controller
Paul provides a full range of accounting services including A/P and payroll processing, maintenance of general ledgers and financial statement preparation, with a specialty in SBICs.
Education: BA Elon University
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