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Merion Investment Partners

North America, Pennsylvania, United States, Radnor

Description

Merion Investment Partners is a private investment firm based in Radnor, Pennsylvania, specializing in providing mezzanine debt and equity co-investments to middle-market companies. Established in 2005, the firm focuses on businesses with strong growth potential, offering flexible capital solutions to support various strategic initiatives such as leveraged buyouts, recapitalizations, growth capital, and acquisitions. Merion's investment philosophy centers on partnering with management teams and private equity sponsors to facilitate long-term value creation.

The firm targets companies across a diverse range of industries, including business services, manufacturing, consumer products, healthcare, and technology. Merion typically invests in companies with enterprise values ranging from $25 million to $250 million. Their typical first cheque size for a single transaction falls between $5 million and $20 million, providing significant capital to support the growth objectives of their portfolio companies.

Merion Investment Partners is currently deploying capital from its fourth fund, Merion Investment Partners IV, L.P., which closed at $310 million. Since its inception, the firm has demonstrated a robust track record, having invested over $700 million across more than 50 companies. This extensive experience underscores their commitment to the middle market and their capability to provide tailored financing solutions that align with the unique needs of growing businesses. Their strategic approach combines financial expertise with a collaborative partnership model, aiming to drive sustainable success for their portfolio.

Investor Profile

Merion Investment Partners has backed more than 32 startups, with 0 new investments in the last 12 months alone. The firm has led 13 rounds, about 41% of its total and boasts 16 exits across its portfolio.

Investment Focus Highlights

  • Concentrates on Private Equity, Debt Financing, Series Unknown rounds (top funding stages).
  • Majority of deals are located in United States.
  • Strong thematic focus on Manufacturing, Health Care, Software.
  • Typical check size: $5M – $20M.

Stage Focus

  • Private Equity (53%)
  • Debt Financing (38%)
  • Series Unknown (9%)

Country Focus

  • United States (100%)

Industry Focus

  • Manufacturing
  • Health Care
  • Software
  • Information Technology
  • Consulting
  • Enterprise Software
  • Saas
  • Transportation
  • E-commerce
  • Retail
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FAQ

Frequently Asked Questions

Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.

Who does Merion Investment Partners frequently co-invest with?

Beverly Capital
North America, California, United States, Los Angeles
Co-Investments: 1
Arctaris Capital Partners
North America, Massachusetts, United States, Boston
Co-Investments: 1
Fifth Third Bank
North America, Ohio, United States, Cincinnati
Co-Investments: 1
Cohesive Capital Partners
North America, New York, United States, New York
Co-Investments: 1
First Bank
North America, New Jersey, United States, Robbinsville
Co-Investments: 1
L2Capital
North America, Pennsylvania, United States, Devon
Co-Investments: 1
Svoboda Capital
North America, Illinois, United States, Chicago
Co-Investments: 1
Salem Investment Partners
North America, North Carolina, United States, Greensboro
Co-Investments: 2
Everside Capital Partners
North America, New York, United States, New York
Co-Investments: 1
High Street Capital
North America, Illinois, United States, Chicago
Co-Investments: 1

What are some of recent deals done by Merion Investment Partners?

iFranchise Group

Homewood, Illinois, United States

iFranchise Group is a management consulting franchise in Illinois.

ConsultingInformation Technology
Debt FinancingJan 15, 2024
iFranchise Group

Homewood, Illinois, United States

iFranchise Group is a management consulting franchise in Illinois.

ConsultingInformation Technology
Private EquityJan 15, 2024
CRU Data Security Group

Vancouver, Washington, United States

CRU Data Security Group is a provider of data security and data mobility products.

ComputerData StorageSecurity
Debt FinancingMar 8, 2021
The Eye Health Group

Eatontown, New Jersey, United States

The Eye Health Group is a medical optometric service provider.

EyewearHealth Care
Private EquityFeb 12, 2021
American Holoptics

Clawson, Michigan, United States

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

Military
Private EquitySep 1, 2020
Magma Products

Lakewood, California, United States

Magma Products is a consumer good company that manufactures grilling accessories and marine products.

Consumer GoodsHardwareManufacturing
Private EquityApr 24, 2020
Zentech Manufacturing

Baltimore, Maryland, United States

Zentech Manufacturing is an electronics contract manufacturing company offering PCB Assembly, PCB Testing, and PCB design services.

Application Specific Integrated Circuit (ASIC)ElectronicsIndustrial ManufacturingManufacturingRFID
Private EquityJan 15, 2020
Kalisher

Durham, North Carolina, United States

Kalisher is a fine arts company providing art creation, curation, and manufacturing services.

Manufacturing
Private EquityNov 21, 2019
Amazing Care Home Health Services

Aurora, Colorado, United States

At Amazing Care we believe every child deserves to be healthy and safe.

Health CareHospital
Private EquityNov 2, 2018
BVA

San Diego, California, United States

BVA is the largest and fastest growing Shopify Plus agency in the world.

AdvertisingE-CommerceMarketingWeb Design
Private EquityAug 1, 2018