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 $25 million
EBITDA of at least $5 million
Characteristics Experienced management team
Strong cash flow
Established industry
Growing market share
Structure Subordinated debt with current yield and equity participation; preferred and common equity considered
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