7250 Dallas Parkway, Suite 800

7250 Dallas Parkway, Suite 800

M

MEZAS
CAPITAL gRoup

YOUR ABSOLUTE CAPITAL SOLUTION

MEZAS
CAPITAL gRoup

YOUR ABSOLUTE CAPITAL SOLUTION

INNOVATIVE FINANCIAL STRATEGIES

Mezas Capital Group is an investment and advisory firm that started operations in 2013. We aim to improve the performance of small and medium size enterprises, while bringing strong returns to its investors.

FULL SCOPE INTERVENTION IN ALL STEPS OF THE INVESTMENT PROCESS

TRANSACTION SOURCING
CAPITAL RAISE
PORTFOLIO MANAGEMENT

COMPREHENSIVE SERVICES TO SUPPORT BUSINESSES’ GROWTH AND EXPANSION

corporatE stratEgy
mErgErs and Aquisitions
frActionAl cfo

90+years of combined experience in the financial services industry.

BY LEVERAGING THE TEAM’S 90+ YEARS OF COMBINED EXPERIENCE IN THE FINANCIAL SERVICES INDUSTRY, MEZAS HAS THE FOLLOWING DIFFERENTIATING FACTORS:

Careful sourcing and diligent advising of clients, achieved through the relationships developed over many years, and the proven experience of the team in this industry

Complete alignment of interests between Mezas and its investors, supported by the fact that the group invests a substantial amount of its own capital in every equity transaction it undertakes

Holistic approach to investing, through a continuous commitment of actively supporting the growth of its companies, with either capital or expertise

Mezas’ excellent track record, with over $180 million provided in debt and equity funding to small and medium size businesses

Strong debt and equity expertise across different industries

Information Technology

Microinfo Inc

Zimat IT

Zodiac Solutions

Digital Marketing

Polovora

SOFTWARE

Glasshive

Dataken

Validsoft

Artic Health

Franchise

Rent-a-Center

2.0 Taco & Tequila Bar

Blue Mesa Tacos

Alive Yoga

Banks

Origin Bank

Encore Bank

BTH Bank

E-Commerce

Total Care PPE

Future Commerce

Motorhead Hat Co

Food & Beverage

Southwest Spirits

Nowitzki Restaurant

Turco 35 Brews & Bites

PHARMACEUTICAL

Strut Health

Sports

Dallas Sidekicks

Rajasthan Royals

Barbados Royals

Puerto Rico Blue Knights

Full scope intervention in all steps of the investment process

TRANSACTION SOURCING

Mezas has an appetite for debt deals. Mezas has a track record of successful investments and strong network relationships with both financial institutions & the business community

Given its experience and track record, a large numbers of potential deals are presented to the group, both from financial institutions and directly from potential clients

The end result is the ability to select only the most solid investment opportunities, which in turn will deliver strong results to investors and create lasting partnerships with our clients and financial institutions

CAPITAL RAISE

With more than 90 years of experience, and an excellent investment track record, the team at Mezas has developed a large business network and earned the trust of investors

Additionally, a considerable part of the funds raised in each transaction is applied by Mezas using its own funds

This complete alignment of interests between Mezas and its investors is one of the key factors that explains its superior capital raise capabilities

PORTFOLIO MANAGEMENT

Mezas provides active guidance to its investee companies stimulating their growth while maximizing returns for investors

For some companies the Mezas team will take an oversight and general guidance role by having a presence in the executive board

In other cases, the Mezas team will have a more active role in the company’s day to day operations, either by taking a full time management role, or by providing some of its advisory services, such as Fractional CFO

Comprehensive services to support businesses’ growth and expansion

CORPORATE STRATEGY

Mezas framework can help companies evaluate their potential liquidity. We put a unique model together to meet our clients needs

Using its vast expertise and the relationships and ownership Mezas has established with lenders and investors, Mezas is able to support companies in obtaining strategic capital advantages in different areas

Services can include a range of strategic areas, such as structuring of financing packages for acquisitions, finding providers of growth capital to businesses, and restructuring of existing debt

MERGERS & AQUISITIONS

The group is able to complete end-to-end deals, supporting both buyers and sellers with services that include valuation, target/buyer sourcing, due diligence and integration planning

Mezas mitigates challenges faced by companies when it comes to sourcing and optimizing the allocation of both debt and equity capital

Mezas provides advisory services for mergers and acquisitions, either to accelerate growth, take advantage of synergies, or to reduce competition in the market

FRACTIONAL CFO

Mezas provides exceptional financial expertise to small and medium sized companies that wish to grow their business but cannot afford the cost of hiring a full time CFO

With its Fractional CFO services, Mezas provides clients with a seasoned CFO with the necessary skills and expertise on a part time basis

The main areas of support are financial planning and analysis, guidance and oversight of financial budgeting and reporting, and leadership of the clients’ finance and accounting teams

Debt Placements Overview

Sector Expertise

Thanks to an extensive network of relationships developed with regional banks and lenders, Mezas Capital Group is able to provide its clients with varied debt solutions and the most competitive terms.

The group is sector agnostic in its debt placement activities with a wide variety of industries.

Debt Instruments and Uses

Debt placement is structured as term loans and revolving lines of credit, with the provided capital being used for:

  • Working Capital Financing
  • Financing of Partner Buyouts
  • Company Acquisitions
  • Real Estate Acquisitions
  • Inventory Purchases
  • Refinancing Existing Debt

Equity Investments Overview

Investment Structure

Unlike what is usually seen in the alternative investments sector, the group does not have a fund with committed capital to invest at its own discretion. Mezas’ transactions usually observe the following guidelines:

The group is sector agnostic in its debt placement activities with a wide variety of industries.

Management Strategy

Depending on the type of transaction and the capabilities required, Mezas will have one of the following approaches:

  • Oversight and general guidance, by assuming a non-executive seat in the board
  • Assuming an executive position, with control of day-to-day operations, by replacing or complementing the management team
  • Providing additional capabilities through the offering of its advisory services, such as Fractional CFO

DEBT PLACEMENT CRITERIA

Debt Funded: $163 MIL

For its debt placements, Mezas looks for opportunities that fall within the following criteria:

  • Companies that show operational excellence
  • Companies operating in markets with high expected growth and good opportunities for expansion
  • At least 2 quarters of positive EBITDA
  • Companies with revenues between $5 and $100 million, and EBITDA between $1 and $10 million

EQUITY PLACEMENT CRITERIA

Equity Funded: $21 MIL

Mezas looks for investments that meet the following criteria:

  • Equity investment up to $5 million
  • Controlling and non-controlling acquisitions
  • Capital raises compliant with the SEC’s Regulation D
  • Companies with high growth potential, that require either financial capital or business expertise
  • Companies with at least 2 years of operations, revenues between $2 and $15 million, and EBITDA between $500k and $3 million

Active Company Investments

The Mezas Team

The Mezas Team

Simon Bozas

Imran Memon

Rob Schoendienst

eduardo NájeRa

Tina Rincon

Wes Wolfe

hektor Garza

Mezas Insights

Finance • 11th Aug, 23

Frisco Lands A 'Suite' Deal Exclusive Boutique Resort with Private Golf Hitting Bays and TaylorMade® Custom Fitting Center To Break Ground in Spring 2025

FRISCO, Texas, Aug. 10, 2023 / PRNewswire

A select group of investors is swinging big with the launch of a 7-star, premium golf destination called…

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Finance • 10th Aug, 23

'Nowitzki' bar and restaurant now open in DFW Airport

WFAA, Paul Livengood, August 8, 2023

DALLAS — A new Dirk Nowitzki-themed bar and restaurant has officially opened in Terminal C of DFW Airport,…

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Finance • 9th May, 23

Resilient Healthcare raises $10M through angel investors, buys out Mezas Capital Group

From Home Healthcare News: Joyce Famakinwa

Resilient Healthcare has raised $10 million in funding. In tandem, it bought out Mezas Capital…

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Mezas Insights • 21st Feb, 22

Resilient Healthcare lands another major partner In hospital-at-home arena

The home-based care provider Resilient Healthcare has partnered with the Dallas-based White Rock Medical Center (WRMC) on transitional care and hospital-at-home programs.

Resilient…

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