We are builder capitalists who are deeply committed to growing the next generation of middle-market companies. We generate alpha returns by funding the overperformance in overlooked entrepreneurs with mezzanine debt.
We find companies that have established a solid market position and are ready to execute a strategy for scaling. We work closely with borrowers to use the power of financial and operational leverage to accelerate growth and generate value. We structure debt to fit the needs of the company’s business plan, with flexibility and without ownership dilution or prescribed exits. We share in the value creation through a success fee model.
Fund Focus
Target Company Profile
The Mezzanine Fund targets businesses headquartered in the U.S. with:
$2-5 million
in annual EBITDA
$5-20 million
in annual revenues
$2-10 million
in loan need
Transaction Types
Organic Growth
Acquisitive Growth
Franchise Expansion
Management Buyouts
Ownership Transitions
Opportunity Criteria
Stable revenue streams
Defensible market position
Seasoned management teams
Historical profitability and positive cash flows
Target Sectors
Healthcare
Business Services
Multi-location Retail
Specialty Manufacturing
Fund Evolution: I am a business founder, funder, operator and coach across many industries and through multiple economic cycles. Navigating countless restructurings, bankruptcies and liquidations as a distressed bank debt portfolio manager, I have expansive risk assessment skills and an eye for creative capital structures. I consistently realize value where others do not. And so, I created The Mezzanine Fund to support overperforming, overlooked entrepreneurs and expand the landscape of the middle market. Let’s go.
Founder Anne Richie
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