ORIX

ORIX provides mezzanine debt and/or equity capital to lower middle market and middle market companies throughout the United States.  Investments are made from $5-25 million in a wide variety of businesses, transactions, and geographic areas.

Investment Types

• Subordinated debt
• Equity Co-Investments
  • Preferred Stock
  • Common Stock

Transaction Types

• Buyouts and acquisitions
• Recapitalizations and refinancings
• Growth opportunities
• Sponsored or management led transactions

Investment Criteria/Profile

• $5 – 25 million invested per transaction
• EBITDA of $5 million and up
• Variety of industries, businesses and geographic areas
• Proven management teams
• Profitable and stable cash flows
• Favorable market and industry positions

The ORIX Advantage

• Depth of investment experience across industries and market cycles
• Flexible junior capital approach to investments
• Strong partners with co-investors and management teams
• Patient capital with the ability to provide substantial additional capital
• Large and stable financial partner