Merion Investment Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Merion Investment Partners has acquired 8 companies. It has also invested in 3 others.

Merion Investment Partners’ most common sectors for investment are manufacturing (19%) and business services (16%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and growth capital (25%). In total, Merion Investment Partners has invested in 17 US states.

In the last 3 years, Merion Investment Partners has exited 4 companies. The Firm’s most common exit type is secondary buyout (39%). Merion Investment Partners’ largest (disclosed) exit occurred in 2010 when it sold ReSearch Pharmaceutical Services for $227M.

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M&A Summary

  • M&A Total Activity54
    • M&A Buy Activity33
    • M&A Sell Activity21
  • Total Sectors Invested 18
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 35

Merion Investment Partners LP

555 East Lancaster Avenue, Suite 500,
Randor, 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 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, 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.6/yr) # 20 2 1 7 1 2 33
Sell (0.8/yr) # 17 - 3 - - 1 21
vol $227M $227M
  54

Most Recent M&A

Company Date Value Type
American Holoptics LLC 2020-09-01 - Acquisition Financing
Clawson, Michigan · www.americanholoptics.com
CIS Credit Solutions 2020-08-20 - Stake Sale
Allamuchy, New Jersey · www.ciscredit.com
Magma Products, Inc. 2020-02-13 - Buyout (LBO, MBO, MBI)
Lakewood, California · www.magmaproducts.com
Zentech Manufacturing, Inc. 2019-05-13 - Secondary Buyout
Baltimore, Maryland · www.zentech.com
TouchMath 2018-11-02 - Buyout (LBO, MBO, MBI)
Colorado Springs, Colorado · www2.touchmath.com
Amazing Care Home Health Services, Inc. 2018-11-02 - Growth Capital
Aurora, Colorado · www.amazingcare.com
RMG Enterprise Solutions, Inc. 2018-10-23 - Going Private
Addison, Texas · www.korbyt.com
Brand Value Accelerator LLC 2018-08-01 - Buyout (LBO, MBO, MBI)
San Diego, California · www.bvaccel.com
Consolidated Information Services Solutions (CIS) 2018-03-30 - Buyout (LBO, MBO, MBI)
Allamuchy, New Jersey · www.cisinfo.net
Kalisher 2018-02-23 - Buyout (LBO, MBO, MBI)
Durham, North Carolina · www.kalisher.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Zentech Manufacturing, Inc. 2019-05-13 Trilogy Circuits LLC 2020-01-21 1
Baltimore, Maryland · www.zentech.com Richardson, Texas · www.trilogycircuits.com
Kalisher 2018-02-23 Soho Myriad 2019-11-21 1
Durham, North Carolina · www.kalisher.com Atlanta, Georgia · www.sohomyriad.com
Brand Value Accelerator LLC 2018-08-01 WebLinc Corp. 2019-04-10 1
San Diego, California · www.bvaccel.com Philadelphia, Pennsylvania · www.weblinc.com
Indigo Signworks, Inc. 2016-09-19 Sign Source, Inc. 2019-01-04 1
Fargo, North Dakota · www.indigosignworks.com Chanhassen, Minnesota · www.sign-source.com

M&A by Sector

Sector Current # Value All-time # Value
Manufacturing 2 (13%) - 6 (18%) -
Business Services 1 (7%) - 5 (15%) -
Information Technology - - 3 (9%) -
Consumer Products 1 (7%) - 2 (6%) -
Digital Media 2 (13%) - 2 (6%) -
Healthcare Services 1 (7%) - 2 (6%) -
Software 1 (7%) - 2 (6%) -
Automotive - - 1 (3%) -
Defense 1 (7%) - 1 (3%) -
Distribution - - 1 (3%) -
Education 1 (7%) - 1 (3%) -
Information Services 1 (7%) - 1 (3%) -
Life Science - - 1 (3%) -
Marketing 1 (7%) - 1 (3%) -
Publishing 1 (7%) - 1 (3%) -
Safety/Security 1 (7%) - 1 (3%) -
Staffing 1 (7%) - 1 (3%) -
Transportation - - 1 (3%) -
Total 15 - 33 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 33 (100%) -
  Pennsylvania 1 (7%) - 6 (18%) -
  Colorado 3 (20%) - 3 (9%) -
  New Jersey 1 (7%) - 3 (9%) -
  New York - - 3 (9%) -
  California 2 (13%) - 2 (6%) -
  Ohio 1 (7%) - 2 (6%) -
  Maryland 1 (7%) - 2 (6%) -
  Kentucky 1 (7%) - 2 (6%) -
  Indiana 1 (7%) - 2 (6%) -
  Texas 1 (7%) - 1 (3%) -
  North Dakota 1 (7%) - 1 (3%) -
  North Carolina 1 (7%) - 1 (3%) -
  Michigan 1 (7%) - 1 (3%) -
  Washington - - 1 (3%) -
  Virginia - - 1 (3%) -
  Utah - - 1 (3%) -
  Arizona - - 1 (3%) -
Total 15 - 33 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 9 (60%) - 17 (52%) -
Growth Capital 2 (13%) - 8 (24%) -
Secondary Buyout 2 (13%) - 2 (6%) -
Venture - - 2 (6%) -
Acquisition Financing 1 (7%) - 1 (3%) -
Consolidation - - 1 (3%) -
Going Private 1 (7%) - 1 (3%) -
Recapitalization - - 1 (3%) -
Total 15 - 33 -

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (38%) 227M (100%)
Trade Sale - Public Company 4 (19%) -
Recapitalization 3 (14%) -
Trade Sale 3 (14%) -
Merger 1 (5%) -
Stake Sale 1 (5%) -
Unknown 1 (5%) -
Total 21 $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
PE Firm(s)
100%
3 100%
Exited to
PE Firm(s)
68%
15 68%
Strategic(s)
32%
7 32%

Investor Summary

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

Samuel Brewer

Partner

Alex Rohr

Director

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