Assurance Mezzanine

Assurance Mezzanine Fund is a private debt fund providing $3 to $20 million of customized growth solutions to profitable, lower-middle-market companies.

Our Investment Criteria

We’re seeking experienced and committed management teams and a company that has effective financial controls with a history of profitability.


We’re looking to invest with private and public companies headquartered within the United States.


Your earnings before interest, taxes, depreciation, and amortization (EBITDA) should be between $1 and $10 million.


We invest in a variety of industries, with the exception of real estate or oil and gas exploration (however, oil and gas service companies are welcome).


We establish investment transactions that include:

  • Growth Capital
  • Acquisition Financing
  • Management Buyouts
  • Transactions to Provide Shareholder Liquidity
  • Corporate Divestitures
  • Non-sponsored Transactions
  • Sponsored Led Transactions

Financing Structure


$3 million and $20 million of customized growth capital per transaction, with the ability to syndicate larger financing

Type of Financing

Mezzanine debt or preferred equity investments


Generally interest only for a period and then flexible amortization

Holding Period

3 to 5 years expected holding period

Let's Connect

Our goal is to respond to your request within two business days. If your request does not meet our investment criteria, we will make a concerted effort to refer you to other sources of capital known to us that may be a fit.