Assurance Mezzanine Fund

About The Fund

Assurance Mezzanine Fund is a specialized private equity fund located at 509 W Colonial Drive #100, Orlando, Florida. They provide tailored financial solutions ranging from $3 to $20 million, primarily targeting profitable lower-middle-market companies across the United States, except for those in real estate or oil and gas exploration. They are experienced in deploying capital for various purposes such as expansion, management buyouts (MBO), leveraged buyouts (LBO), acquisitions, recapitalizations, and corporate divestitures. With a focus on equity and mezzanine investments, their goal is to foster growth and assist businesses in achieving their strategic objectives. They seek out companies with a solid track record of profitability and competent management teams that operate within a broad spectrum of industries, ensuring a diverse portfolio. Their investment approach is evidenced by their interest in financing transactions like growth capital, acquisition financing, management buyouts, transactions providing shareholder liquidity, corporate divestitures, as well as both non-sponsored and sponsored led transactions. Their investment structure typically involves mezzanine debt or preferred equity investments, with terms generally featuring initial interest-only periods followed by flexible amortization schedules. The expected holding period for their investments is 3 to 5 years. Assurance Mezzanine Fund's operational model includes the ability to syndicate larger financings when necessary and a commitment to responding to inquiries within two business days, offering referrals to alternative capital sources when opportunities do not meet their criteria. By offering customized growth solutions and displaying a commitment to swift and collaborative engagement with potential investees, Assurance Mezzanine Fund strives to be a partner of choice for growth-oriented companies seeking flexible capital solutions.