Merion Investment Partners

Merion Investment Partners is a private equity firm founded in 2003, headquartered in Radnor, Pennsylvania, with an additional office in Santa Monica, California. The firm specializes in equity and mezzanine investments in lower middle market companies across the United States, focusing on sectors such as business services, specialty manufacturing, e-commerce, healthcare, and information technology. Merion does not engage in early-stage ventures, undeveloped technologies, or real estate investments. The firm provides financial support for acquisitions, buyouts, and organic growth, typically investing between $3 million and $10 million per transaction, with a preference for companies that have revenues between $10 million and $100 million and operating income between $1 million and $12 million. Merion seeks to exit investments within four to seven years, often taking board observation rights and co-investing alongside other private equity sponsors. The firm is committed to leveraging its capital and resources to enhance the value of its investments, which have historically demonstrated significant revenue growth during its partnership.

Anthony Caringi

Partner

J. David Harper

Principal

Gayle G. Hughes

Partner

Bill Means

Managing Partner

Mark D. Rafalovich

Director

Alex P. Rohr

Principal

30 past transactions

CRU Data Security Group

Debt Financing in 2021
CRU-DataPort, founded in 1986, is a pioneer in data security and data mobility devices. The company's DataPort® and Data Express® brands of removable hard drive enclosures are the de facto standard for physical data security and safe data transporting in government, education and business markets. CRU-DataPort products are also widely used in media rich data environments including audio/video production, digital cinema, video security capture, and disk-to-disk backup and archiving applications. Backed by the industry's leading warranties and connector ratings, CRU-DataPort products are available through major distributors, PC manufacturers and resellers throughout the US and abroad.

The Eye Health Group

Private Equity Round in 2021
The Eye Health Group is a medical optometric service provider. The Eye Health Group provides a full suite of medical eye care services, from diagnosis and management of eye diseases to pathology, lab testing, and pre-and post-operative care for surgical patients, as well as prescribing and dispensing contact lenses and vision corrective glasses.

American Holoptics

Private Equity Round in 2020
American Holoptics is a privately-held U.S. company providing high-quality products to the global weapons accessory market.

Magma Products

Private Equity Round in 2020
Magma Products, Inc. is a manufacturer of cookware and grilling accessories designed for marine and outdoor environments. Established in 1976 and headquartered in Lakewood, California, with an additional office in Europe, the company specializes in a diverse range of products including grills, induction and non-induction nesting cookware, boat and dock mounted tables, kayak and stand-up paddleboard racks, rail mounted boat umbrellas, and boat stabilizers. In addition to its main product offerings, Magma Products provides spare and replacement parts for its cookware and grilling equipment. The company caters to the marine, camping, and residential markets, ensuring its products meet the demands of quality, durability, and functionality in challenging environments.

Zentech Manufacturing

Private Equity Round in 2020
Zentech Manufacturing is an electronics contract manufacturing company based in Baltimore, Maryland, with an additional facility in Fredericksburg, Virginia. The company specializes in providing a range of services, including printed circuit board (PCB) assembly, PCB testing, and PCB design, primarily serving the defense, aerospace, and medical sectors. With a strong focus on quality, Zentech holds various industry certifications such as IPC-A-610, IPC WHMA-A-620, AS9100, and is ITAR registered. The company is equipped with advanced technology and processes that enable flexibility in producing complex products tailored to medium-volume and high-mix requirements. Zentech's Fredericksburg facility also manufactures cable assemblies, wire harnesses, over-molded cables, and mechanical box builds, further enhancing its capabilities in the electronics manufacturing landscape. By collaborating closely with its clients, Zentech aims to provide exceptional production and engineering support, ensuring the success of their customers in mission-critical tasks.

Kalisher

Private Equity Round in 2019
Kalisher USA provides hospitality art services. It creates, curates, and commissions custom art for the hospitality and healthcare industries. The company was founded in 1999 and is based in Carrboro, North Carolina.

Amazing Care Home Health Services

Private Equity Round in 2018
Amazing Care Home Health Services is dedicated to providing comprehensive home health care tailored to the needs of both adult and pediatric patients. The company offers a range of services, including private duty nursing, skilled nursing, therapy, and certified nursing assistant (CNA) services. By delivering these essential healthcare services in the comfort of patients' homes, Amazing Care aims to ensure that every child and adult receives the support they need to maintain their health and safety.

BVA

Private Equity Round in 2018
Brand Value Accelerator (BVA) is the largest and fastest growing Shopify Plus agency in the world. We’re strategically aligned with the best platforms in eCommerce, like Shopify Plus, Optimizely, and Google, allowing our clients to benefit from the most sophisticated tech stack in the ecosystem. Our mission is in the relentless pursuit of profit for our clients and we are laser-focused on what we call the 3 pillars of eCommerce - acquisition, conversion, and retention. We've helped transform hundreds of brands including Kylie Cosmetics, Chubbies, Daymond John, Red Bull, P&G, MVMT Watches, Big Heart Pet Brands,​ Hallmark,​ Boll & Branch, Mizzen & Main, Tony Robbins, Frame Denim, Tommy John, Rebecca Minkoff, and many more. BVA has six offices located in New York City, Columbus, Tijuana, Los Angeles, Melbourne, and the heart of San Diego's business district. Our 100+ person agency takes pride in being a certified Great Place to Work and having the world’s top talent on our team, some who hail directly from renowned organizations such as Google, Magento, and Amazon. - SDBJ #9 Fastest Growing Companies Award 2017 - SDBJ Best Places to Work 2017 - Great Place to Work Certified - Yotpo Agency of the Year 2017 -- SDBJ CFO of the Year Finalist 2018 BVA -- bvac​ommerce.com -- We're in the relentless pursuit of profit for our clients.

Tru Fit Athletic Clubs

Private Equity Round in 2017
Operator of a fitness club chain across Rio Grande Valley and San Antonio. The company offers elite programming, group fitness and customized athletic facilities, enabling customers with low-cost fitness clubs.

Energage

Venture Round in 2016
Energage, LLC operates an employee engagement platform designed to help organizations unlock their employees' potential. Founded in 2006 and headquartered in Exton, Pennsylvania, the company, originally known as WorkPlaceDynamics, changed its name in 2017. Energage provides a suite of tools that includes employee surveying, performance improvement solutions, and coaching. By analyzing survey insights and developing actionable strategies, Energage supports organizations in enhancing workplace culture, which has been shown to be a competitive advantage. Over the past 13 years, the company has studied more than 17 million employee survey responses from over 50,000 organizations to identify the characteristics of successful workplaces. The platform integrates research and expert guidance to promote collaboration, reduce turnover costs, and improve productivity, ultimately helping businesses achieve better results and increased ROI.

IAFD

Debt Financing in 2016
Industrial Air Flow Dynamics supplies expansion joints and provides related services to the power generation industry worldwide. Its expansion joints include gas turbine expansion joints, such as filter houses, CT outlets, HRSG inlets, penetration seals, and stacks; and coal-fired expansion joints. The company also provides IR plant wide surveys. In addition, it offers HRSG penetration seals and HRSG liner repairs. Industrial Air Flow Dynamics, Inc. was formerly known as CCI Services. The company was founded in 2001 and is based in Glastonbury, Connecticut with satellite locations in Kentucky, Florida, and Texas.

NAVEOS

Debt Financing in 2014
Naveos is a healthcare data analytics company based in Sterling, Virginia, that specializes in maximizing government reimbursement streams for hospitals and other healthcare organizations across the United States. Established in 2005 and formerly known as DSH Management Solutions, Naveos provides a range of services including federal disproportionate share revenue management, SSI Ratio Management, 340B program eligibility and compliance, and Medicaid member management. The firm also offers support for uncompensated care reporting, Medicare cost report review, and Medicaid managed care claims payment management. By leveraging advanced technology and data analytics, Naveos aims to help healthcare providers identify additional reimbursement opportunities and uncover hidden eligibility that may otherwise be overlooked. As of 2018, Naveos operates as a subsidiary of Revint Solutions.

Midwest Automotive Designs

Private Equity Round in 2014
Midwest Automotive Designs, LLC specializes in the development and manufacturing of luxury vehicles, including motorhomes, shuttle vans, limousines, and customized executive transportation. Based in Elkhart, Indiana, the company custom-builds vehicles primarily on the Mercedes-Benz Sprinter and Dodge ProMaster chassis. Its product offerings encompass a variety of luxury options, such as signature custom conversion sprinter vans, luxury mobile office vans, and specialized models for athletes and mobility needs. Additionally, the company produces various camper vans designed for different purposes, including Daycruiser and weekender models. Serving both domestic and international customers, Midwest Automotive Designs distributes its vehicles through a network of dealers and has been operational since its founding in 2003.

GogoTech

Debt Financing in 2013
Gogotech, Inc., an e-commerce solutions company, designs, hosts, supports, and markets Websites. It offers hosting, IT support, content management, and Website development services. The company also provides marketing and public relation services that include Internet marketing services, such as campaign creation and management, shopping comparison feed creation and management, search engine optimization, and analytics services; and order fulfillment services. In addition, it offers research and development services, as well as online copywriting and press release services. The company was founded in 2002 and is based in New York, New York.

Linden Care

Private Equity Round in 2013
Linden Care LLC, based in Woodbury, New York, provides specialized concierge pharmacy services primarily focused on the pain management sector. The company is licensed in 48 states and caters to the needs of patients and physicians within the highly regulated pain management industry. Linden Care offers a wide range of products, including medical and athletic pharmaceutical supplies, chronic disease management items, and various retail pharmacy products. Its services include custom compounding solutions for dermatological issues, hormone replacement therapies, and pediatric formulations, along with a variety of support services such as worker's compensation assistance and infusion supplies. The company collaborates closely with pain pharmaceutical manufacturers and healthcare professionals to develop patient management programs aimed at optimizing treatment outcomes in the chronic pain market. Established in 2006, Linden Care distinguishes itself by prioritizing compliance and effective communication between patients and providers.

Shades of Light

Private Equity Round in 2012
Shades of Light is a multi-channel retailer and manufacturer specializing in lighting products and home furnishings. The company offers a diverse range of items, including lamp shades, rugs, mirrors, accent furniture, wall decor, pillows, and wall clocks. Catering to both residential and commercial customers, Shades of Light emphasizes design and quality across its product lines, providing a comprehensive selection of decorative and functional elements for various spaces.

ITelagen

Debt Financing in 2012
ITelagen Brings “Fortune 500” type IT solutions to healthcare, financial services and small/medium sized businesses. We leverage enterprise-grade IT management tools to proactively monitor, manage, host and support your entire IT infrastructure.

Stratos Management Systems

Debt Financing in 2012
Stratos Management Systems, Inc. provides information technology infrastructure and hybrid cloud services primarily in the Midwest United States. Founded in 2012 and based in El Segundo, California, the company specializes in hybrid IT solutions that integrate consulting, system integration, technical services, and managed services. These offerings support the interoperability of traditional data center environments with private and public clouds, encompassing services such as virtualization, data storage, and networking. Stratos also delivers enterprise data center solutions and services, focusing on areas like virtual infrastructure, cloud/client computing, business continuity, and data storage management. The company operates subsidiary offices in Minneapolis, Michigan, and Florida, aiming to enhance clients' technology environments by enabling seamless integration with emerging cloud capabilities.

Abutec

Private Equity Round in 2012
Abutec burner technology complies with EPA regulatory standards (QuadO), producing up to 99.9+ percent destruction and removal efficiency of harmful emissions.

Strategic Marketing Services

Private Equity Round in 2012
[Strategic Marketing Services](http://www.strategicservices.com/) aims to deliver multi-channel data-driven marketing solutions for b2b companies employing business intelligence and analytics that helps your business grow and maximize your ROI. We are the successful partners of a myriad industry verticals delivering ground-breaking solutions and bringing new ideas to life: maximizing brand values, envisaging new market opportunities, providing solutions that are product market-fit. Our business philosophy is to maximize data-driven marketing tactics to optimize your budget and deliver the highest satisfaction through our services to our chosen clients. For More Information Call Us(Toll Free): 888 828 8052 Email Us: [marketing@strategicservices.com](mailto:marketing@strategicservices.com) Website: [http://www.strategicservices.com](http://www.strategicservices.com)

Amtech Corp

Debt Financing in 2011
Amtech is a diverse manufacturer of composite-based products and parts. With expertise in design, engineering, and research and development, Amtech’s products are distributed in both military and commercial markets. Established in 1987, Amtech employs a workforce of skilled technicians, working in two specialized plants in the State of Washington. The company’s capabilities include fiberglass, resin transfer molding (RTM), vacuum assist RTM (VARTM), large and small vacuum-form plastics capabilities, finishing, value-added assembly, and custom packaging.

DataBank IMX

Private Equity Round in 2011
Databank IMX, LLC specializes in providing comprehensive business process solutions, particularly in document management and document conversion services. Founded in 1991 and based in King of Prussia, Pennsylvania, the company operates multiple production centers across the United States. Its offerings include accounts payable and receivable, human resources, contract management, and procurement, as well as enterprise solutions such as business process outsourcing. Databank IMX also delivers professional services, including consulting, design, and implementation, alongside document scanning, microfilm services, and cloud document management solutions. The company serves diverse industries, including government, healthcare, finance, and education, ensuring compliance with regulations such as HIPAA and FERPA. With a focus on enhancing clients' operational efficiency and data security, Databank IMX holds SOC2 Type II certification and is recognized nationally for its quality and performance in the document management sector.

Nelbud Services

Private Equity Round in 2011
Nelbud Services is a prominent provider based in Indianapolis, Indiana, specializing in commercial kitchen fire prevention and maintenance services. The company focuses on essential tasks such as cleaning, inspecting, and maintaining exhaust and ventilation systems, which are critical for fire safety. By removing accumulated grease from kitchen hood duct systems, Nelbud helps mitigate fire risks, adhering to local, state, and national fire codes. In addition to these services, the company also offers maintenance, repair, and installation of fire extinguishers and exit lighting systems, ensuring comprehensive fire protection for its clients.

TransForce

Debt Financing in 2008
Established in 1991, TransForce is the nation’s leading specialty staffing firm devoted exclusively to the transportation industry. We provide commercial truck drivers to motor carriers through our nationwide offices. TransForce understands Federal Motor Carrier Safety Regulations and knows how to recruit, screen and retain the best drivers. Safety is a shared commitment among our drivers, our customers and ourselves. We take great pride in our drivers’ record of safe driving as reflected in our very low DOT reportable accident rate.

AFS Technologies

Venture Round in 2007
AFS Technologies, Inc., doing business as Advanced FoodSystems, provides food and beverage enterprise software solutions in North America and the Caribbean. Its solutions include distribution and financials, warehouse management, replenishment, business intelligence, Web order management, mobile sales automation, mobile delivery automation, and processing. The company also provides implementation, professional, support, and training services. It serves industries, such as grocery and foodservice, meat and poultry, fish and seafood, candy and tobacco, refrigerated and frozen, produce, and wine and spirits. The company was founded in 1985 and is headquartered in Phoenix, Arizona.

MetaSource

Debt Financing in 2007
MetaSource is a technology-driven provider of Business Process Outsourcing (BPO) and Business Process Management (BPM) services, focusing on Enterprise Content Management (ECM) and workflow solutions. The company serves a diverse range of industries, including financial services, government, healthcare, retail, and transportation, with the aim of enhancing organizational efficiency and managing compliance risks. MetaSource operates a global network of processing centers that adhere to stringent security and compliance standards, including PCI Level 1, SOC/AT 101 Type II, and HIPAA regulations. With a workforce of over 800 employees, the company is dedicated to delivering tailored solutions that align with clients' goals and objectives.

AFS Technologies

Venture Round in 2006
AFS Technologies, Inc., doing business as Advanced FoodSystems, provides food and beverage enterprise software solutions in North America and the Caribbean. Its solutions include distribution and financials, warehouse management, replenishment, business intelligence, Web order management, mobile sales automation, mobile delivery automation, and processing. The company also provides implementation, professional, support, and training services. It serves industries, such as grocery and foodservice, meat and poultry, fish and seafood, candy and tobacco, refrigerated and frozen, produce, and wine and spirits. The company was founded in 1985 and is headquartered in Phoenix, Arizona.

ShelterLogic

Debt Financing in 2005
ShelterLogic has a unique history of strategically partnering with customers to meet and exceed their unique outdoor product requirements. Driving innovation since 1991, ShelterLogic is evolving into a leader in design, manufacturing, and distribution of high quality outdoor products. Headquartered in Watertown, Connecticut, ShelterLogic owns and operates manufacturing in the United States and China.

Keystone Ranger Holdings

Seed Round in 2003
Keystone Helicopter Holdings, Inc. provides full-service engineering, completion, and technical support for commercial helicopters.

ReSearch Pharmaceutical Services

Debt Financing in 2003
Research Pharmaceutical Services, Inc., through its subsidiaries, provides integrated clinical development solutions and services to the bio-pharmaceutical industry. The company's solutions include clinical trial project management, site management and study monitoring, patient enrollment, data collection and management, statistical analysis and report writing, quality assurance, and regulatory and medical affairs services. Its services support the design, initiation, and management of its clients' clinical trial programs. The company provides services in connection with trials in various therapeutic areas, including cardiovascular, oncology, infectious diseases, neurology, allergy/immunology, endocrinology/metabolism, gastroenterology, obstetrics/gynecology, orthopedics, pediatrics, and psychiatry. It has operations in North America, Latin America, Europe, and Asia. The company was founded in 1994 and is headquartered in Fort Washington, Pennsylvania.
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