Investment Criteria Disciplined Strategy

Meriturn invests where our capital, financial restructuring, and operating initiatives can return a company to a balance of revenue growth and profitability. Recognizing that every distressed situation is unique and complex, core tenets of our strategy include strongly re-capitalizing the entity to facilitate necessary capital upgrades and/or to weather future market downturns, strict cost reduction and control (including restructuring key contracts where necessary), promoting management excellence, and reinvigorating sales and marketing programs. We are control-oriented investors, as we believe nimble decision-making becomes even more essential in distressed situations.

Meriturn targets companies in the lower middle-market and financial institutions that require a financial restructuring and/or operational turnaround. Meriturn has the ability to invest both debt and equity, and close transactions very quickly to preserve going-concern value. Meriturn prefers to build long-term relationships with management teams who are willing to co-invest. We typically invest for 4 to 7 years, and are willing to invest over time for growth, add-on acquisitions, capex, etc. Some of the criteria we look for are as follows: