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
$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
3 to 5 years expected holding period
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.