Mark P. Gartner

RLH Equity Partners invests in lower middle market companies located in the United States and Canada with a revenue of USD 25 - 200 million and an EBITDA of USD 5 - 20 million. The firm invest in game-changing, competitive entrepreneurs leading tech-enabled service firms. It makes lead investments and provides financing for buyout, recapitalization and growth capital requirements with an investment size of USD 30 - 100 plus million.

Functions as a College/University

ClearLight Partners invest in middle market companies located in the United States and Canada with an EBITDA of $4 - 15 million and revenues of $25 - 250 million. The firm focuses on companies across a broad range of sectors and industries. It provides equity and mezzanine financing for buyout transactions with an investment size of $10 - 50 million and also makes co-investments. It acts as a lead investor and it takes a seat on the board of directors.

Morgan Keegan & Co. focuses on investments in established service and manufacturing companies. They do not invest in real estate, financial services or high-technology industries. The Morgan Keegan Mezzanine Fund provides mezzanine financing to small and mid-sized companies. Investments are used to finance buyouts, recapitalizations, strategic acquisitions and later stage growth and range from $1 million to $10 million. The Fund may make co-investments to complete larger transactions. Companies must have revenues of at least $10 million. The Fund focuses on established service and manufacturing companies and will not invest in real estate, financial services or high-technology industries. Preferred locations are the Southeast, Mid-Atlantic, Midwest and Southwest. The most common form of security used is subordinated debt with detachable warrants to purchase an equity ownership position. The Fund does not actively manage the businesses but does require a board seat or observation rights. Targeted maturity is 3 to 5 years.

American Infrastructure invests in located in the United States. The firm targets companies operating across a broad range of sectors and industries. It provides financing for growth stage capital requirements.