PE  Merion Investment Partners

     Office Locations:

555 East Lancaster Avenue, Suite 500
Radnor, PA 19087
Phone: 610-992-5880
Fax: 610-945-1654



  • Middle Market



  • Business Services
  • Information Technology
  • Life Sciences & Healthcare
  • Manufacturing & Industrial



    Founded in 2003, Merion Investment Partners is a mezzanine capital fund licensed by the Small Business Administration as a Small Business Investment Company. Merion Investment Partners focuses on growing, middle market firms in the Mid-Atlantic region with at least $10 million in revenue, a strong cash flow, and a minimum EBITDA of $1.5 million. The firm's target investment size is between $3 and $10 million. The core of the Fund's management team formerly founded and managed a mezzanine lending unit within Mellon Bank. Merion targets the following industries: Business services,Specialty manufacturing, Providers of products and services to the healthcare industry, and Profitable technology companies with proven products and markets.

    Investment Firm Key

       VC = Venture Capital
       PE = Private Equity
       A = Angel
       I = Incubator
       MB = Merchant Bank
       VD = Venture Debt
       FI = Family Investment Office
       FOF = Fund of Funds
       ED = Economic Development Office   
       TT = Technology Transfer Office
       CVC = Corporate Venture Capital
       SEC = Secondary Purchaser
       HF = Hedge Fund/Mutual Fund
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    Expansion Stage
    (also called Late-stage)
    $7M and greater
    Private Equity
    Lower Middle Market$10M-$249M
    Middle Market$250M-$499M
    Upper Middle Market$500M-$1B
    Large Cap>$1B

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Alex P. Rohr Vice President
    Anthony R. Caringi Partner
    Gayle G. Hughes Partner
    Mark D. Rafalovich Associate
    Michael J. Kelley Director


    Portfolio companies include:

      Crestcom International
        web link

      Databank IMX
        web link

        web link

      Linden Care
        web link

      Midwest Automotive Designs
        web link

        web link

        web link

        web link

      Strategic Marketing
        web link

      TLC Companies
        web link

      Workplace Dynamics
        web link


    Recent News: