Investment Criteria

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.

 

Our general investment criteria include:

INVESTMENT TYPE:

  • Mezzanine or Subordinated debt

  • Senior note

  • Preferred equity

  • Common equity

INVESTMENT CRITERIA:​

  • At least EBITDA of $5 million

  • Experienced management team

  • Defensible market position

  • Diverse customer base

  • US based companies

USE OF FUNDS:

  • Growth Capital

  • Acquisition Capital

  • Refinancing/Recapitalization

  • Management/Leveraged Buyouts

  • Special Situation Financing

INDUSTRY EXPERIENCES:

We invest in all industries​:

  • Consumer Products

  • TMT

  • Healthcare

  • Business Service

  • Manufacturing

  • Software

  • Financial Services

  • Logistics

FINANCING FOCUS:

  • Sponsored

  • Non-Sponsored

© Copia Mezzanine Capital | All Rights Reserved

California's Loans made or arranged pursuant to a California Finance Lenders Law license

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