What We Look For

Penn Mezzanine invests mezzanine debt and on occasion equity capital. While we focus on investments in the Mid-Atlantic states, our scope is nationwide.

Our investment criteria include the follow parameters:

Portfolio Company Profile

• EBITDA of at Least $1M
• Proven History of Profitability
• Sustainable Competitive Position
• Quality Management Team
• Diversified Revenue Sources
• Reasonable Leverage Profile

Geographic Focus

• PA and Mid-Atlantic States
• U.S. Nationwide and Canada

Broad Industry / Sector Targets

• Manufacturers
• Value-Added Distributors
• Consumer and Business Service Companies
• Other Broad and Specialty Companies

Avoiding: Restaurants, Retailers, Hotels, Finance Companies, Real Estate, Oil / Gas Properties