Merion Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Merion Investment Partners has acquired 2 companies. It has also invested in 4 others.

Merion Investment Partners’ most common sectors for investment aremanufacturing (14%) and business services (14%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (52%) and growth capital (28%). In total, Merion Investment Partners has invested in 17 US states.

In the last 3 years, Merion Investment Partners has exited 3 companies. The Firm’s most common exit type is secondary buyout (35%). 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 Activity60
    • M&A Buy Activity37
    • M&A Sell Activity23
  • Total Sectors Invested 21
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 38

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.6/yr) # 24 7 1 2 3 - 37
Sell (0.6/yr) # 20 - - 1 1 1 23
vol $227M $227M
  60

Most Recent M&A

Company Date Value Type
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 - Add-on Acquisition
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
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Aspekt Solutions 2017-06-26 Landauer’s Therapy Physics Business 2022-10-17 3
Greenbelt, Maryland · www.aspektsolutions.com Glenwood, Illinois
Brand Value Accelerator LLC 2018-08-01 WebLinc Corp. 2021-02-10 1
San Diego, California · www.bvaccel.com Philadelphia, Pennsylvania · www.weblinc.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (6%) - 5 (14%) -
Manufacturing 2 (12%) - 5 (14%) -
Healthcare Services 2 (12%) - 4 (11%) -
Information Technology - - 3 (8%) -
Consumer Products 1 (6%) - 2 (5%) -
Digital Media 2 (12%) - 2 (5%) -
Software 1 (6%) - 2 (5%) -
Automotive - - 1 (3%) -
Defense 1 (6%) - 1 (3%) -
Distribution - - 1 (3%) -
Education 1 (6%) - 1 (3%) -
Environmental 1 (6%) - 1 (3%) -
Information Services 1 (6%) - 1 (3%) -
Internet Software and Services - - 1 (3%) -
Life Science - - 1 (3%) -
Marketing 1 (6%) - 1 (3%) -
Packaging - - 1 (3%) -
Publishing 1 (6%) - 1 (3%) -
Staffing 1 (6%) - 1 (3%) -
Technology Hardware 1 (6%) - 1 (3%) -
Transportation - - 1 (3%) -
Total 17 - 37 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (100%) - 37 (100%) -
  Pennsylvania 1 (6%) - 6 (16%) -
  New Jersey 2 (12%) - 4 (11%) -
  Maryland 2 (12%) - 3 (8%) -
  Colorado 2 (12%) - 3 (8%) -
  New York - - 3 (8%) -
  California 2 (12%) - 2 (5%) -
  Ohio 1 (6%) - 2 (5%) -
  Kentucky 1 (6%) - 2 (5%) -
  Arizona 1 (6%) - 2 (5%) -
  Washington 1 (6%) - 2 (5%) -
  Indiana - - 2 (5%) -
  Texas 1 (6%) - 1 (3%) -
  North Dakota 1 (6%) - 1 (3%) -
  North Carolina 1 (6%) - 1 (3%) -
  Michigan 1 (6%) - 1 (3%) -
  Utah - - 1 (3%) -
  Virginia - - 1 (3%) -
Total 17 - 37 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 10 (59%) - 19 (51%) -
Growth Capital 4 (24%) - 10 (27%) -
Secondary Buyout 1 (6%) - 2 (5%) -
Venture - - 2 (5%) -
Acquisition Financing 1 (6%) - 1 (3%) -
Consolidation - - 1 (3%) -
Going Private 1 (6%) - 1 (3%) -
Recapitalization - - 1 (3%) -
Total 17 - 37 -

Exits by Deal Type

Type Total # Value
Secondary Sale 8 (35%) 227M (100%)
Recapitalization 4 (17%) -
Trade Sale 4 (17%) -
Trade Sale - Public Company 4 (17%) -
Merger 1 (4%) -
Stake Sale 1 (4%) -
Unknown 1 (4%) -
Total 23 $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)
43%
10 (43%)
Strategic(s)
35%
8 (35%)

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

Samuel Brewer

Partner

Alex Rohr

Director

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