Merit Capital Partners
INVESTMENT FOCUS
INVESTMENT CRITERIA
TRANSACTION TYPES
TRANSACTION SPECIALTIES

INVESTMENT CRITERIA
 
Merit seeks to invest in companies that demonstrate many of the following characteristics:
   
Transaction Types Management Buyouts, Recapitalizations, Acquisition Financings, Shareholder Liquidity Events, Growth Financings, and ESOPs
Investment Size At least $15 million
Industries Manufacturing, distribution, logistics and service businesses
Company Size Revenue of at least $20 million
EBITDA of at least $4 million
Characteristics Experienced management team
Strong cash flow
Established industry
Growing market share
Structure Combination of subordinated debt with both preferred and common equity. Merit is flexible in its deployment of junior capital, and can take either minority or majority ownership positions
Involvement Serve as board-level advisors rather than day-to-day managers or operators
Not Considered Start-ups, turnarounds, real estate financings, specialty retailers, oil and gas opportunities