7250 Dallas Parkway, Suite 800

7250 Dallas Parkway, Suite 800

Strong debt and equity expertise across different industries

DIGITAL
MARKETING

TRI DIGITAL
POLVORA

INFORMATION
TECHNOLOGY

GLASSHIVE
MICROINFO INC
ARCTIC IT
ZODIAC SOLUTIONS

FRANCHISE

RENT-A-CENTER
2.0 TACO & TEQUILA BAR
BAHN SHOP

HEALTHCARE

RESILIENT HEALTHCARE
RESILIENT HOME HEALTH
POST-ACUTE REHAB SOLUTIONS
NCD NEUROLOGY

FOOD &
BEVERAGE

SOUTHWEST SPIRITS

E-COMMERCE

TOTAL CARE PPE
FUTURE COMMERCE
MOTOR HEAD HAT CO.

SPORTS

DALLAS SIDEKICKS
PUERTO RICE BLUE KNIGHTS
RAJASTHAN ROYALS
BARBADOS ROYALS

BANKS

BTH BANK
ENCORE BANK

ENERGY

SALT & LIGHT ENERGY EQUIPMENT

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: $18 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