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.

Location

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

EBITDA

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

Industry

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).

Transactions

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

Investment

$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

Terms

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.