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.

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Our investment criteria include:

Investments

INVESTMENT TYPE:

Second Lien
Sub debt
Convertible/Structured Note
Preferred/Common equity

Company criteria

INVESTMENT CRITERIA:

At least EBITDA of $3 million
Experienced management team
Defensible market position
Diverse customer base
US based companies

Financing types

USE OF FUNDS:

Growth Capital
Acquisition Capital
Refinancing/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