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Santa Monica, CA 90401
858-449-4791

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Wayne, PA 19087
610-992-5880

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Greenwood Village CO, 80111
484-919-7900

Lower Middle Market Experts

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

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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

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Creative Capital

Merion offers innovative structures
responsive to the needs of borrowers

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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

Joseph Cardonna, CRS Companies, CEO

“We sourced and closed this deal in the heart of the pandemic. Many lenders were hesitant to invest, but Merion recognized the opportunity and provided capital and active participation that was critical to closing the transaction.”

Joseph Cardonna, CEO, CRS Companies

Merion
2021-07-09T19:13:51+00:00

Joseph Cardonna, CEO, CRS Companies

“We sourced and closed this deal in the heart of the pandemic. Many lenders were hesitant to invest, but Merion recognized the opportunity and provided capital and active participation that was critical to closing the transaction.”

Randal Barber, CDSG, President & CEO

“When an opportunity to join forces with Digistor, a leading manufacturer of solid-state drives and secure storage solutions, arose, CDSG sought a financing partner. Merion quickly understood the benefits and transformative nature of this corporate combination and quickly provided a complete financing solution in conjunction with one of their senior lending partners. I appreciate their diligence and support and look forward to working with the Merion team as we implement our growth plans.”

Randal Barber, President & CEO, CDSG

Merion
2021-07-06T14:08:43+00:00

Randal Barber, President & CEO, CDSG

“When an opportunity to join forces with Digistor, a leading manufacturer of solid-state drives and secure storage solutions, arose, CDSG sought a financing partner. Merion quickly understood the benefits and transformative nature of this corporate combination and quickly provided a complete financing solution in conjunction with one of their senior lending partners. I appreciate their diligence and support and look forward to working with the Merion team as we implement our growth plans.”

Daniel Rudyak – Beverly Capital, CEO

“From the outset, Merion understood our strategy and the opportunity for growth in the clinical optometry vertical. Closing complex transactions can be challenging, especially during a pandemic. Merion didn’t miss a beat and was a supportive partner throughout the whole process. As such, they were actively involved as a sounding board as we instituted operational changes and tapped their network to provide unique capital structure solutions, both on the debt and equity side of our transaction. Merion went above and beyond the call to action, perhaps a common trait for a partner, but certainly much less common in our interactions with lenders. We look forward to working with the Merion team on many more deals and are grateful for their continued support.”

Daniel Rudyak - Beverly Capital, CEO

Merion
2021-06-17T16:19:54+00:00

Daniel Rudyak - Beverly Capital, CEO

“From the outset, Merion understood our strategy and the opportunity for growth in the clinical optometry vertical. Closing complex transactions can be challenging, especially during a pandemic. Merion didn’t miss a beat and was a supportive partner throughout the whole process. As such, they were actively involved as a sounding board as we instituted operational changes and tapped their network to provide unique capital structure solutions, both on the debt and equity side of our transaction. Merion went above and beyond the call to action, perhaps a common trait for a partner, but certainly much less common in our interactions with lenders. We look forward to working with the Merion team on many more deals and are grateful for their continued support.”

Hemanth Parasuram – Virgo Capital, CEO

"Merion worked through a very complicated situation, recognized value in the company, and quickly provided a solution which allowed us to move to closing quickly and efficiently. They understood the potential and provided a capital structure that allowed flexibility for the company to achieve its goals."

Hemanth Parasuram - Virgo Capital, CEO

Merion
2021-06-17T16:07:31+00:00

Hemanth Parasuram - Virgo Capital, CEO

"Merion worked through a very complicated situation, recognized value in the company, and quickly provided a solution which allowed us to move to closing quickly and efficiently. They understood the potential and provided a capital structure that allowed flexibility for the company to achieve its goals."

Austin Ramos – Brand Velocity Partners, CEO

“Merion’s persistence, responsiveness, and solution-orientation made them a perfect financing partner for BVP in its purchase of Magma. Not only did Merion share our vision for growth, but also their team has since proved to be an invaluable partner as we manage unprecedented growth amidst the challenging pandemic environment. We continue to value Merion's insights and contributions as we execute on our growth plan.”

Austin Ramos - Brand Velocity Partners, CEO

Merion
2021-06-17T16:02:51+00:00

Austin Ramos - Brand Velocity Partners, CEO

“Merion’s persistence, responsiveness, and solution-orientation made them a perfect financing partner for BVP in its purchase of Magma. Not only did Merion share our vision for growth, but also their team has since proved to be an invaluable partner as we manage unprecedented growth amidst the challenging pandemic environment. We continue to value Merion's insights and contributions as we execute on our growth plan.”

Scott Brickel – 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.

Scott Brickel – CEO of Olympia Chimney Supply, Inc.

Merion
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.

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.

Eerik Giles — Navigation Capital

Merion
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.

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.

Brian Gale — I.D. Images, CEO

Merion
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.

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 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

Merion
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 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.

Doug Claffey – Energage, CEO

Merion immediately recognized the opportunity in our company. Merion provided a term sheet and proposed a solution within hours of our first meeting, allowing us to acquire control of the company. Their flexibility, support and advice along the way also assisted in our growth and success.

Doug Claffey - Energage, CEO

Merion
2018-10-15T19:55:44+00:00

Doug Claffey - Energage, CEO

Merion immediately recognized the opportunity in our company. Merion provided a term sheet and proposed a solution within hours of our first meeting, allowing us to acquire control of the company. Their flexibility, support and advice along the way also assisted in our growth and success.

Perry Steiner – Chairman of CIS

Timing was critical and Merion delivered on every promise. A fast, efficient and reliable partner.

Perry Steiner - CIS, Chairman

Merion
2018-12-19T13:55:27+00:00

Perry Steiner - CIS, Chairman

Timing was critical and Merion delivered on every promise. A fast, efficient and reliable partner.
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