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Merion Exits its Investment in ShelterLogic, LLC

Matrix Announces Ninth Transaction Closing for 2011, The Acquisition of ShelterLogic, LLC by RFE Investment Partners and Charter Oak Equity, LP

9/6/2011
Matrix Press Release

RICHMOND, VA – September 6, 2011 – Matrix Capital Markets Group, Inc. announced today the sale of ShelterLogic, LLC and its subsidiaries to a private equity investor group led by RFE Investment Partners and Charter Oak Equity, LP in conjunction with management. Financing for the transaction was provided solely by Connecticut sources, with Smith Whiley & Co. providing the subordinated debt and an equity co-investment and TD Bank, NA providing the senior debt. The Company was previously owned primarily by institutional investors Albion Investors, LLC and Montauk Capital. Read more

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Merion Exits its Investment in AFS Technologies, Inc.

AFS Completes Equity and Debt Recapitalization to Fund Strategic Acquisitions

9/1/2011
Company Press Release

PHOENIX, AZ – September 1, 2011 – AFS Technologies, Inc. (“AFS”), a leading provider of software solutions to the food and beverage industry, announced today that it has concluded an equity financing led by Goldman, Sachs & Co. In addition, AFS has arranged for senior debt financing from TPG Specialty Lending and Wells Fargo Capital Finance, part of Wells Fargo & Company. Read more