Mezzanine & Private Equity
ORIX Mezzanine & Private Equity expands alternatives for lower-mid to middle-market companies throughout North America by offering standalone equity investments (control and non-control), flexible mezzanine capital, or a combination of the two strategies. Investments are predominantly with independent sponsors and also include investments with funded equity sponsors, family offices, and directly with entrepreneurs and management teams. With typical investments in the $10 million to $30 million range, we have both the stability and agility to evolve our solutions to keep up with your success.
THE ORIX ADVANTAGE
At ORIX Mezzanine & Private Equity, our belief in strong relationships is every bit as solid as our trust in strong balance sheets. We recognize the value of patient capital, and we’re proud to bring our financial stability, deep capital resources and extensive experience to established companies across a variety of industries and market cycles. ORIX Mezzanine & Private Equity is uniquely positioned to offer flexible, customized financing for a variety of transactions, including:
- Buyouts and Acquisitions
- Recapitalization and Refinancing
- Growth Financing
- Sponsored or Management-Led Transactions
OUR INVESTMENT PROFILE
From subordinated and convertible debt to common, preferred and convertible preferred equity, we tap into a wide range of investment types. However, we typically participate in investments with the following profile:
- $10 million to $30 million initial commitment
- EBITDA of $5 million or greater
- Engaged in growth initiatives, regardless of industry
- Emphasis on North American operations
- Proven management team
- Defensible market position
Mezzanine & Private Equity NEWSROOM
ORIX Mezzanine & Private Equity's Jeff Sangalis Talks...
Apr 17 2018
Last week, Jeff Sangalis—Head of ORIX Mezzanine & Private Equity (OMPE)—was a guest on Northstar’s “Private Equity Fast Pitch” Podcast, hosted by Jeff Henningsen...
Zoltan Berty Joins ORIX Mezzanine & Private Equity...
Feb 21 2018
ORIX Mezzanine & Private Equity (OMPE), a business unit of Dallas-based ORIX USA, announced today the addition of Zoltan Berty to its team...
ORIX USA Acquires Boston Financial Investment Management LP...
Jul 11 2016
ORIX USA today announced the acquisition of Boston Financial Investment Management LP (“Boston Financial”). ORIX USA signed a definitive agreement to acquire Boston...