Merion Investment Partners

Merion Investment Partners is a lower middle-market investment firm founded in 2003, operating as a family of funds licensed by the Small Business Administration as Small Business Investment Companies. It has offices in Berwyn, Pennsylvania, Santa Monica, California, and Greenwood Village, Colorado. The firm targets U.S. companies with strong management and proprietary products or market positions. Portfolio companies generally have revenue above $10 million and EBITDA above $2 million, and investments range from $4 million to $20 million. It does not invest in start-ups or real estate. Merion focuses on business services, specialty manufacturing, healthcare, eCommerce, and profitable technology companies with proven products and markets. Portfolio companies include CDSG, a secure storage and solid-state drive maker, and Magma. Its transaction types include acquisitions, management buyouts, generational transfers, buyouts of partners or shareholders, and growth capital. The firm works with companies, management teams, independent sponsors, and private equity firms, using innovative structures tailored to each situation.