Private Equity & Mezzanine Finance

Promerita Capital Partners, the corporate investment division of Promerita Group, invests private equity and mezzanine capital in small and medium sized companies.

Our team is comprised of successful entrepreneurs and finance professionals who have founded, operated and built substantial businesses. We are a creative and connected group of investors seeking business partners who, like us, are values driven and want to create long term success for our people, enjoying the experience along the way.

Private Equity

We can offer business owners flexible succession options, where we purchase a minority or majority stake, and opportunities for continued involvement in the company. Unlike most private equity funds, we have a buy, grow and hold strategy. We wish to own businesses for the long term, ideally forever, with business partners who share a similar philosophy. 

We are looking for equity investments with these criteria:

  • Succession driven or growth opportunities.
  • Understandable businesses with strong cash flow.
  • Durable competitive advantages.
  • Honest, hardworking and capable management.
  • Clear, compelling growth opportunities.
  • A reasonable valuation.
  • Typically, EBITDA of $1 million to $7 million, revenues between $5 million and $50 million, though we are flexible for the right opportunities.
  • Our core industry focus includes industrial manufacturing, consumer products, warehousing/distribution, real estate and financial services. However, we are open to opportunities in other industries. We do not invest in resource driven or high technology businesses that we cannot understand. 

Mezzanine Finance

Our mezzanine financing is geared towards growing companies, succession events and opportunistic situations:

  • Funding requirements above $2 million.
  • True mezzanine terms where we share the risks and rewards with the business owners, including flexible repayment and structure, in return for interest, deferred or equity returns.
  • Particularly interested in opportunities where we can help grow the business.
  • We will consider all industries except resources and high technology, and do not invest in venture stage companies.