Investment Criteria

 
We Invest in Lower Middle-Market U.S. Companies
 

We believe the lower middle-market is relatively underserved by lenders and private equity investors.

Transaction Types

Common or Structured Equity
Control/Minority Stakes

Investment Size

$10 - 30 Million

Target Company Size

$15 - 200 Million Revenue
$3 - 15 Million Normalized EBITDA

Click here to download a 1-page overview of our firm

SCOTTIE MILLER

ASSOCIATE

Prior to Mereo, Scottie was an Investment Banking Analyst in the Global Healthcare Group at Jefferies, where he executed on various mergers and acquisitions and capital raising initiatives. Notably, his deal experience includes the sale of Dental Care Alliance, a leading multi-specialty dental support organization, to Mubadala Investment Company.
Scottie graduated summa cum laude from Bucknell University with his BS in Accounting and Finance.

JOHN MATTHEWS

SENIOR ASSOCIATE

John worked most recently at Hamilton Lane as a Direct Investment Analyst, evaluating equity and credit co-investment opportunities. John previously interned for Susquehanna Private Capital and LMZ Partners. John received his BBA from Temple University.

ADAM BOWIE

PRINCIPAL

Prior to Mereo, Adam worked for L2 Capital Partners executing control investments across a variety of industries in the lower middle-market and supporting portfolio companies on high-impact strategic initiatives. Previously, Adam was an investment banker covering diversified industrial companies in Citigoup’s Global Industrials Group. Before transitioning to a career in finance, Adam served as a Ground Intelligence Officer in the United States Marine Corps. Adam earned his MBA in finance and management from NYU Stern and his BBA from Temple University.

GIORGIO BOERO

CHIEF FINANCIAL OFFICER

Giorgio most recently served as CFO of Silver Star Opportunity Partners and as a consultant for Financial Advisers Partnership. Previously, he worked at Silvermine Capital Management as the firm’s CFO. Prior to Silvermine, Giorgio was the CFO of TCW Advisors, Inc. Private Equity Fund, specializing in Latin American middle-market companies. Giorgio received his Master’s in Professional Accountancy from the University of Buenos Aires.

JOHN O'HARE

CO-FOUNDER, PARTNER

Prior to Mereo, John was a senior professional at Tortola Advisors, where he provided operational turnaround services to middle-market companies. Previously, John was Co-Portfolio Manager at Saybrook Corporate Opportunity Funds. While at Saybrook, he served on the boards of directors of six portfolio companies. John received his BA from the University of Illinois and his MBA from Vanderbilt University.

RICH KURTH

CO-FOUNDER, MANAGING PARTNER

Rich most recently served as Co-Head of the Man Group’s Leveraged Credit strategy. Rich previously sold Silvermine Capital Management, a credit hedge fund he co-founded, to the Man Group. Prior to founding Silvermine, Rich was founding member, portfolio manager, and head trader of TCW’s Senior Loan and Bank Debt Group. Rich received his BS in Business Administration from The Citidel, The Military College of South Carolina.

LEO HELMERS

CO-FOUNDER, MANAGING PARTNER

Leo is the founder of three investment strategies: Susquehanna Private Capital, a middle-market buyout fund; LMZ Partners, a family office focused on lower middle-market control buyouts; and Carlyle Mezzanine Partners, the mezzanine funds of The Carlyle Group. Previously, he worked at Crescent Capital, the Mezzanine investment platform of TCW. Leo has recently served on the boards of several portfolio companies, including McNally Ind., SPC Dermatology, Sunrise Transportation, LeverPoint Management and Long Island Veterinary Specialists. Also, Leo was recruited to chair the board of Plews, Inc. in a successful turnaround.