Meriturn Partners manages the Meriturn Fund, L.P. and invests in control-oriented stakes in middle-market companies experiencing financial or operational challenges. In addition we pursue minority investments in undercapitalized financial institutions.

The Fund focuses on the lower middle-market which is perpetually underserved by institutional capital. Meriturn builds close partnerships with management teams and always aligns compensation and equity incentives with performance. We reward management excellence with the compensation it deserves, and structure our investments to share an increasing proportion of upside with management teams that surpass our return criteria.

We invest in companies in basic industries that can create defendable competencies exhibit positive economic value performance, low technology and obsolescence risk, rational pricing, and potential for long-term value appreciation. Our professionals have extensive experience in numerous industries such as following:

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 3 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:

Current and past investments in cooperation with their management teams include the following: