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

Work with Us

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: responsiveness, flexible and creative structuring, reliable partnership, and transparent decision-making. Merion works hard to be a resource for our partners. In addition to capital we are able to:

  • Arrange senior financing
  • Provide additional financing for add-on acquisitions
  • Recruit consultants, board members and financial officers
  • Design and execute exit strategies
  • Assist in developing turnaround strategies

Investments representative of working directly with Sponsors:

 

 

 

 

 

 

Independent Sponsors

Having invested with many independent sponsors, Merion is familiar with the unique benefits of the model. We offer solutions specifically designed to meet the needs of the wide variety of non-traditional sponsors. Our funding structure allows us to create flexible capital solutions to meet the needs of each transaction, including unitranche, subordinated debt and minority or majority equity investments. Our investment flexibility and ability to customize our debt and equity participation to the unique features of each transaction sets us apart in the lower middle market. The same flexibility can be seen in the pre- and post-closing role Merion takes in the oversight of the company.

Investments representative of working directly with Independent Sponsors:

 

 

 

 

 

Entrepreneurs

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

Don’t want expensive dilution associated with private equity investments?

Merion Investment Partners provides an alternative source of capital to small business owners who need capital. We have developed the knowledge to offer creative structures suited for your particular business and needs. Partnering with Merion allows you to maintain control of the company while receiving access to junior capital and institutional support to help your company achieve its goals for growth and success.

Investments representative of working directly with Entrepreneurs:

 

 

 

 

 

Intermediaries

Talk to us before your client raises equity. Merion can provide mezzanine debt as an alternative to equity. Often we find attractive opportunities for mezzanine as a solution for capital where intermediaries or advisors only think of equity to support growth. We are willing to step-in and support the growth on our own.

Merion also wants to see sale engagements. By offering debt and equity, we can solve your capital structuring needs while providing a fast and reliable close.

Merion has a deep network. Merion has built critical relationships throughout the lower middle market. In addition, Merion works actively with our network of private equity funds to introduce them to acquisition opportunities and are often a significant contributor of capital to the closing of those transactions, thereby accelerating time to close and reducing transaction costs.

Representative investments directly sourced by Intermediaries:

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