Merion Investment Partners

Founded in 2003, Merion Investment Partners is investing from its third fund. Currently managing over $425MM of capital, Merion is a licensed SBIC and a leading provider of mezzanine and equity capital to the lower middle market. Merion invests mezzanine debt and equity in companies to support organic growth, acquisitions, buyouts and internal transfer of ownership. The fund will invest alongside private equity sponsors as well as directly with entrepreneurs. We look for companies that have strong growth potential, proven management teams, a strategic competitive advantage and/or are operating in sectors of the economy that are poised to exhibit growth. We have found that the value for all parties involved in the deal can be enhanced by utilizing the combined experience, the strategic vision and the deep network of the Merion team. When Merion makes an investment, we are committing not only our capital but also the collective resources of the firm and its partners. Merion has a long history of providing creative structural solutions in private transactions in the lower middle market. Our approach has resulted in a portfolio with average revenue growth of over 115% during Merion’s partnership and reflects our commitment to be more than just debt.

Anthony R. Caringi

Partner&Co-Founder

Gayle Hughes

Partner&Co-Founder

William Means

Managing Partner and Co-Founder

Rohr, Alex P.

Principal

31 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 is a consumer good company that manufactures grilling accessories and marine products. The company was founded in 1976 and is based in Lakewood, CA.

Zentech Manufacturing

Private Equity Round in 2020
Zentech Manufacturing is an electronics contract manufacturing company offering PCB Assembly, PCB Testing, and PCB design services. Additional certifications include IPC-A-610 QML, IPC WHMA-A-620 QML, AS9100, ITAR Registered, and Clean Room certification. Zentech operates two facilities in the Mid-Atlantic region, Baltimore (headquarters) and Fredericksburg. Both are ISO:9001 certified and house equipment and controls to handle the latest printed circuit board (PCB) assembly technology. Their equipment, systems, and processes are optimized for flexibility in building complex products that have medium-volume/high mix requirements. They thrive when their customers thrive, so they make every effort to help ensure the success of their customers. They provide their customers with a level of production/manufacturing engineering support that is second to none. Their customers provide the product and market expertise while they provide production expertise. Zentech offers high speed, precision assembly of printed circuit boards. They provide a full range of PCB Design, Assembly, and Testing Services. Their Fredericksburg location, in addition to printed circuit boards, also builds cable assemblies, wire harnesses, over-molded cables, and mechanical box build. Zentech’s primary markets are defense and aerospace (75%), medical (20%), and commercial (5%).

Kalisher

Private Equity Round in 2019
Kalisher provides art consultancy and manufacturing services. They also provide printers for multiple canvas types, enabling luxury hotels, resorts, healthcare facilities and commercial interior designers to install art that fits their taste and budget.

Amazing Care Home Health Services

Private Equity Round in 2018
At Amazing Care we believe every child deserves to be healthy and safe.

BVA

Private Equity Round in 2018
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 2018BVA -- bvac​ommerce.com -- We're in the relentless pursuit of profit for our clients.

Tru Fit Athletic Clubs

Private Equity Round in 2017
Tru Fit Athletic Clubs is a fitness center that gives both individuals and groups access to a full range of physical fitness training programs and activities. The service enables clients to join inexpensive fitness clubs by providing elite programming, group exercise, and specialized sporting facilities.

Energage

Venture Round in 2016
Clued-in leaders know that the best workplace culture wins. They prioritize culture day in and day out, and they use it as a competitive advantage. But these Top Workplaces are standouts. More often, organizations try to win in spite of their culture. For the past 13 years, Energage has researched what separates Top Workplaces from the rest. They have studied more than 17 million employee survey responses from over 50,000 organizations. They have figured out what great looks like, and know how to win with culture. The Energage platform combines research, neuroscience principles, and expert guidance to help organizations unleash performance and realize the full potential of the workforce — both at speed and scale. Using the Energage suite, organizations are reducing turnover costs, raising productivity, improving teamwork, and increasing ROI by as much as 30 percent.

IAFD

Debt Financing in 2016
IAFD 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 national healthcare data analytics firm headquartered in Virginia specializing in maximizing governmental program reimbursements for healthcare clients. Naveos focuses on the federally-funded Medicare DSH / Uncompensated Care and 340B Drug Pricing Programs, and is continually developing new solutions to help providers keep the dollars they deserve. The company has developed technology and data analytics tools that help find providers additional reimbursements dollars, seeking to uncover “hidden eligibility” others cannot.

Midwest Automotive Designs

Private Equity Round in 2014
Midwest Automotive Designs manufactures custom, luxury Mercedes-Benz Sprinter conversion vans, limousines, Sprinter RV Camper Vans, Mobility Vans, and Golf Vans under the Mercedes-Benz, Dodge, and Freightliner marquees.

Gogotech

Debt Financing in 2013
Gogotech provides customers with an online purchasing experience, removing advertisements and other discomforts to smoothly streamline the buying process. Customers may easily find the exact things they're looking for using this model while also learning about recent offerings from their brands. They provide a range of pocket-friendly company solutions for the SMB community as an extension of their B2C e-commerce strategy.

Linden Care

Private Equity Round in 2013
Linden Care, headquartered in Woodbury, NY, is a leading provider of specialty pharmacy services to the pain management industry. The Company is licensed in 48 states and services the needs of patients and physicians in the highly regulated pain industry. Linden Care works closely with leading pain pharmaceutical manufacturers and pain management physicians to formulate patient management programs to facilitate prior authorization and best-in-class compliance to optimize treatment outcomes for patients in the $25 billion chronic pain industry.

TLC Companies

Private Equity Round in 2012
TLC Companies is a trusted transportation specific Professional Employer Organization (PEO) in the United States.

Shades of Light

Private Equity Round in 2012
Shades of Light operates as a retailer of lighting and other home decoration products such as wall lights, rugs, fans, furniture, outdoor lights, lamps, and ceiling lights. They provide unique home decoration products to their customers through their curated catalog, e-commerce website, and hospitality sales.

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.

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 was founded to make IT work for their clients. Today, that means solutions that take clients’ technology beyond concepts like Private or Public Clouds. Instead, it requires an approach that enables a clients’ existing environment to work seamlessly with emerging capabilities like Cloud. Stratos offers a suite of solutions focused on building and managing these “Hybrid IT” environments.

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 Corporation

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 has rapidly become an industry leader in document management and document conversion services with eight state-of-the-art production centers nationwide. DataBank is a national full service provider of document management solutions and document scanning services. They provide a comprehensive range of imaging services, document management software, web-based document hosting, and end-to-end vertical industry Enterprise Content Management (ECM) and department-level solutions for companies and organizations that want to improve their document imaging and information management processes. As an Industry leader, DataBank understands its customers’ business environments and is delivering value-added application solutions and services to thousands of clients throughout the United States. DataBank enjoys industry partnerships with document management and technology organizations from around the world, and has routinely received national recognitions for its performance and quality by Hyland, Fujitsu, Datacap, Kodak, and Digitech Systems. DataBank also understands the importance of protecting vital information belonging to its clients with SOC2 Type II certification. The company assists their clients in complying with HIPPA, FERPA, and other government and internal regulations and compliance requirements.

Nelbud Services

Private Equity Round in 2011
Nelbud Services is a leading provider of commercial kitchen fire prevention and related maintenance services, including exhaust and ventilation system cleaning and inspection. Nelbud’s services represent essential fire prevention and inspection measures that are legally mandated by local, state, and national fire codes by cleaning accumulated grease build-up in kitchen hood duct systems, which acts as fuel to a fire.

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) / Business Process Management (BPM) services integrated with Enterprise Content Management (ECM) and workflow solutions and customer experience processes to meet our clients' goals and objectives. We service a variety of industries through our global network of PCI Level 1 / Version 3 certified, SOC / AT 101 Type II / AT 101 (formerly known as SAS70 Type II) and HIPAA compliant processing centers, employing over 800 employees worldwide.

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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