Investment Criteria

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At Copia Mezzanine Capital, we customize our mezzanine capital investment to fit the unique requirements of each transaction for our partners in all industries.

 

We invest $10 million to $100 million per transaction in all industries in the US.

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Our investment criteria include:

Investments

INVESTMENT TYPE:

  • Unitranche

  • Second Lien/Sub debt

  • Convertible/Structured Note

  • Preferred/Common equity

Company criteria

INVESTMENT CRITERIA:​

  • At least EBITDA of $2 million

  • Experienced management team

  • Defensible market position

  • Diverse customer base

  • US based companies

Financing types

USE OF FUNDS:

  • Growth Capital

  • Acquisition Capital

  • Recapitalization

  • Management/Leveraged Buyouts

  • Special Situation Financing

Industry experience

INDUSTRY EXPERIENCES:

We invest in all industries​:

  • Consumer Products

  • TMT

  • Healthcare

  • Business Service

  • Manufacturing

  • Software

  • Financial Services

  • Logistics

Financing focus

FINANCING FOCUS:

  • Sponsored

  • Non-Sponsored