Manufacturing & Industrials
Businesses that transform raw materials into finished goods which drive economic growth and technological progress.
Small business debt solutions with flexible transaction structures
We are a licensed SBIC that partners with independent sponsors, private equity firms, and lower-middle market businesses.
Investment criteria
We understand that not all businesses will satisfy all criteria due to the dynamics and circumstances of small businesses.
$5M+ revenue
$2M+ EBITDA
$2–10Mcheck size
Lower-middle-market SBA-defined qualified small businesses
U.S.-based
operations
Growth potential with a clear and viable exit strategy
Participation by a sophisticated equity investor
Defensible market position with a defined niche
History of stable financial performance
Qualified and experienced management team
Industry focus
We focus on five core sectors but are industry-agnostic. We’re happy to discuss any opportunity that meets our investment criteria.
As a licensed SBIC, we are unable to invest in foreign-owned businesses, real estate, farmland, or project financing.
Business Services & Construction Related
Businesses that build, maintain, and manage essential infrastructure, industrial facilities, and large projects.
Healthcare & Public Safety
Businesses that deliver medical services, products, and innovations that improve patient health, as well as businesses that support the safety and well-being of the communities they serve.
Technology & Analytics
Businesses that create, manage, and innovate digital solutions, software, networks, and information systems.
Food & Consumer Products
Business that create, source, distribute, and sell goods and groceries to meet diverse consumer demands.
Franz Hofmeister, CEO Quaker Bakery BrandsCapital is readily available anywhere. Medallion’s expertise, trust, and true partnership are infinitely more valuable.
Investment structure
Our typical transaction structure is designed to help businesses take advantage of strategic growth opportunities.
$2M–$10M+ non-amortizing flexible subordinated debt
3–7 year note term
Often with a concurrent minority equity investment
Competitive
pricing
Current and deferred interest
Participation with other lenders
We support a wide range of transactions
Unlike traditional, transactional lenders, our investment approach is adaptable and based on long-term collaboration.
Sponsored buyouts
Management buyouts
Acquisition financing
Recapitalizations & expansions
Typical transaction partners
We enjoy partnering with small businesses and we’re passionate about supporting teams doing important work. We welcome all partnerships with investors whose strategies align with our own.