Mezzanine & Private Equity

Mezzanine

ORIX provides mezzanine debt and/or non-controlling 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
  • Convertible debt and convertible preferred equity
  • Preferred equity
  • Common equity

Transaction Types

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

Investment Criteria/Profile

  • $5 – 25 million investements in subordinated debt and/or equity
  • EBITDA of $5 million and up
  • Variety of industries; businesses with growth initiatives
  • Non-control investment focus
  • Continental United States

The ORIX Advantage

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