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

Lower Middle Market Experts

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

Our Services
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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

Our Services
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Creative Capital

Merion offers innovative structures
responsive to the needs of borrowers

Our Services
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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

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Merion

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.”

Portfolio Companies

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Please feel free to submit a proposal or business plan for an opportunity that meets Merion’s investment parameters. We do not invest in start-up businesses or real estate. For more information, see the Investment Criteria section.

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