About Us

Providing Mezzanine Financing to Stable and Growing Lower Middle-Market Companies

Our Story

Founded in 2012, Spell Capital Mezzanine provides subordinated debt and non-control equity co-investments to lower middle-market companies throughout the United States. We finance leveraged acquisitions backed by lower middle-market private equity sponsors, management and family driven ownership transitions, add-on acquisitions, recapitalizations and growth initiatives.

Our strategy targets businesses with EBITDA of $2 million and above. We invest in a variety of industries in companies with high-quality management, adequate revenue diversification, stable and growing end-market demand, defensible market positions and sustainable free cash flow.

Our principals have decades of experience working together both at Spell Capital and prior firms. They bring a combined track record of more than 200 mezzanine transactions totaling $900 million of invested capital.

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Mezzanine Investments
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Active Funds
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Years Since Inception
BENEFITS OF

Partnering with Spell Capital

WHY US ?

Experience

Spell’s investment professionals have long track records of successfully investing in lower middle market companies across a wide range of economic cycles.

WHY US ?

Responsiveness

Working directly with Spell’s decision makers ensures open communication and timely feedback, both before a transaction closes and throughout the life of the investment.

WHY US ?

Responsiveness

Working directly with Spell’s decision makers ensures open communication and timely feedback, both before a transaction closes and throughout the life of the investment.

WHY US?

Creativity

We bring a flexible approach to structuring transactions to best meet the needs of our partners.