Merion Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Merion Investment Partners has invested in 5 companies.

Merion Investment Partners’ most common sectors for investment arebusiness services (15%) and healthcare services (13%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (48%) and growth capital (30%). In total, Merion Investment Partners has invested in 18 US states.

In the last 3 years, Merion Investment Partners has exited 5 companies. The Firm’s most common exit type is trade sale (35%). Merion Investment Partners’ largest (disclosed) exit occurred in 2010 when it sold ReSearch Pharmaceutical Services for $227M.

Join Mergr to view Merion Investment Partners’ full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity66
    • M&A Buy Activity40
    • M&A Sell Activity26
  • Total Sectors Invested 21
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 41

Merion Investment Partners

435 Devon Park Drive, Building 700,
Wayne, Pennsylvania 19087
United States
(610) 992-5880
www.merionpartners.com
info@merionpartners.com

Merion Investment Partners is a mezzanine finance firm that provides subordinated debt to middle-market growth Companies generating at least $10 million in sales and at least $2 million in EBITDA. Merion focuses on opportunities in business services, specialty manufacturing, and healthcare services and products. Merion's invests in the range of $4 and $20 million per transaction. Merion Investment Partners was formed in 2003 and is based in King of Prussia, Pennsylvania.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Products, Distribution, Education, Electronics, Healthcare Services, Life Science, Manufacturing, Medical Products, Safety/Security, Software, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Growth Capital, Stake Purchase, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 2 -
Investment Size 4 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 33 2 3 - - 2 40
Sell (1.2/yr) # 20 1 1 1 2 1 26
vol $227M $227M
  66

Most Recent M&A

Company Date Value Type
TouchMath LLC 2024-02-29 - Secondary Sale
Colorado Springs, Colorado · www.touchmath.com
TopFire Media 2024-01-17 - Growth Capital
Homewood, Illinois · www.topfiremedia.com
iFranchise Group, Inc. 2024-01-17 - Growth Capital
Munster, Indiana · www.ifranchisegroup.com
Aspekt Solutions 2023-09-26 - Trade Sale
Greenbelt, Maryland · www.aspektsolutions.com
Salt River Extraction LLC 2023-02-08 - Trade Sale
Phoenix, Arizona · www.sretransport.com
Amazing Care Home Health Services, Inc. 2022-05-03 - Recapitalization
Aurora, Colorado · www.amazingcare.com
Salt River Extraction LLC 2021-09-20 - Growth Capital
Phoenix, Arizona · www.sretransport.com
Nelbud Services Group, Inc. 2021-08-17 - Trade Sale
Indianapolis, Indiana · www.nelbud.com
CRU Data Security Group LLC 2021-03-09 - Growth Capital
Vancouver, Washington · www.cru-inc.com
The Eye Health Group 2021-03-03 - Growth Capital
East Brunswick, New Jersey · www.eyehealthgroupllc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (15%) - 6 (15%) -
Healthcare Services 2 (15%) - 5 (13%) -
Manufacturing 2 (15%) - 5 (13%) -
Information Technology - - 3 (8%) -
Consumer Products 1 (8%) - 2 (5%) -
Digital Media 1 (8%) - 2 (5%) -
Marketing 2 (15%) - 2 (5%) -
Software 1 (8%) - 2 (5%) -
Automotive - - 1 (3%) -
Defense - - 1 (3%) -
Distribution - - 1 (3%) -
Education 1 (8%) - 1 (3%) -
Environmental - - 1 (3%) -
Information Services - - 1 (3%) -
Internet Software and Services - - 1 (3%) -
Life Science - - 1 (3%) -
Packaging - - 1 (3%) -
Publishing - - 1 (3%) -
Staffing - - 1 (3%) -
Technology Hardware 1 (8%) - 1 (3%) -
Transportation - - 1 (3%) -
Total 13 - 40 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 40 (100%) -
  Pennsylvania 1 (8%) - 6 (15%) -
  New Jersey 1 (8%) - 4 (10%) -
  Maryland 1 (8%) - 3 (8%) -
  Indiana 1 (8%) - 3 (8%) -
  Colorado 1 (8%) - 3 (8%) -
  Arizona 1 (8%) - 3 (8%) -
  New York - - 3 (8%) -
  Washington 1 (8%) - 2 (5%) -
  Kentucky 1 (8%) - 2 (5%) -
  California 1 (8%) - 2 (5%) -
  Ohio - - 2 (5%) -
  Texas 1 (8%) - 1 (3%) -
  North Dakota 1 (8%) - 1 (3%) -
  North Carolina 1 (8%) - 1 (3%) -
  Illinois 1 (8%) - 1 (3%) -
  Virginia - - 1 (3%) -
  Utah - - 1 (3%) -
  Michigan - - 1 (3%) -
Total 13 - 40 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 5 (38%) - 19 (48%) -
Growth Capital 5 (38%) - 12 (30%) -
Secondary Buyout 1 (8%) - 2 (5%) -
Venture - - 2 (5%) -
Acquisition Financing - - 1 (3%) -
Consolidation - - 1 (3%) -
Going Private 1 (8%) - 1 (3%) -
Recapitalization - - 1 (3%) -
Stake Purchase 1 (8%) - 1 (3%) -
Total 13 - 40 -

Exits by Deal Type

Type Total # Value
Secondary Sale 9 (35%) 227M (100%)
Trade Sale 6 (23%) -
Recapitalization 4 (15%) -
Trade Sale - Public Company 4 (15%) -
Merger 1 (4%) -
Stake Sale 1 (4%) -
Unknown 1 (4%) -
Total 26 $227M

Deal Values

sell # Total
$100M to $1B 1 $227M
TOTAL $227M
Largest ReSearch Pharmaceutical Services, Inc.
$227M (2010-12-28)

M&A Connections

Deals
Acquired from
Investor(s)
5%
2 (5%)
Exited to
Investor(s)
42%
11 (42%)
Strategic(s)
38%
10 (38%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

425M USD

Established

2003

Specialist/Generalist

Generalist

Leadership

William Means

Co-Founder & Managing Partner

Anthony Caringi

Co-Founder & Partner

Gayle Hughes

Co-Founder & Partner

Alex Rohr

Principal

Mark Rafalovich

Vice President

FAQ

When was Merion Investment Partners founded?

Merion Investment Partners was founded in 2003.

What type of investor is Merion Investment Partners?

Merion Investment Partners is a mezzanine finance firm.

Where is Merion Investment Partners headquartered?

Merion Investment Partners is headquartered in Wayne, Pennsylvania.

How much capital does Merion Investment Partners have under management?

Merion Investment Partners has 425M USD under management.

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