Based on 9 reviews
Assurance Mezzanine Fund is a private debt fund headquartered in Orlando, Florida, that provides customized growth solutions to profitable, lower-middle-market companies. They offer financing ranging from $3 million to $20 million per transaction, utilizing structures like mezzanine debt or preferred equity investments. The firm targets experienced management teams with effective financial controls and a history of profitability, operating within the United States.
The firm offers a variety of transaction types including growth capital, acquisition financing, management buyouts, shareholder liquidity transactions, corporate divestitures, and both non-sponsored and sponsored led transactions. They also provide financing for transactions to provide shareholder liquidity and corporate divestitures.
The expected holding period for investments is between 3 to 5 years. During this time, the financing structure generally involves interest-only payments for a period followed by flexible amortization. The firm aims to respond to requests within two business days.
Reviewers consistently praise the team's responsiveness, professionalism, and helpfulness throughout the funding process. Many users noted that the team was supportive, understanding of client needs, and provided excellent customer service. Some reviewers also appreciated the smooth and straightforward nature of the process.
The fund has a Trustburn rating of 3.8 out of 5 stars based on 9 reviews. The rating split includes several 5-star reviews praising the service, alongside 3-star reviews citing mixed experiences with interest rates and process feel. The most recent review was posted in November 2023.
The firm states on its website that it invests in a variety of industries with the exception of real estate or oil and gas exploration. They specifically mention that oil and gas service companies are welcome. The fund operates primarily within the United States.
The firm's investment criteria require companies to have EBITDA between $1 and $10 million. They also look for effective financial controls and a history of profitability. The fund is looking to invest with companies that have these specific financial metrics.
The firm offers a range of financing structures including mezzanine debt and preferred equity investments. They provide customized growth capital per transaction, with the ability to syndicate larger financing. The terms generally involve interest-only periods followed by flexible amortization.
The firm's goal is to respond to requests within two business days. If a request does not meet their investment criteria, they make a concerted effort to refer clients to other sources of capital known to them. This approach ensures that even if a company is not a perfect fit, they still provide guidance.
The firm's portfolio team includes Assurance Mezzanine, Assurance Growth Partners, and Assurance Capital LLC. They operate under the Assurance Capital LLC umbrella. The website also mentions a privacy policy and news section.
Florida Mezzanine Fund is located at 20 N Orange Ave, Orlando, Florida.
You can reach Florida Mezzanine Fund by phone at 4076485097.
The official website of Florida Mezzanine Fund is floridamezz.com.
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My experience with Florida Mezzanine Fund was overall positive. They were prompt in responding to my queries and the whole process was smooth. I felt confident throughout the funding process. I would definitely recommend them to others.
I had a mixed experience with Florida Mezzanine Fund. Although their services were satisfactory, I expected more competitive interest rates. Nonetheless, the team was helpful and responsive to my queries.
My experience with Florida Mezzanine Fund was average. They provided me with the funds I needed, but the overall process felt somewhat impersonal. However, I appreciate their professionalism and responsiveness.
👍 Florida Mezzanine Fund provided excellent financial services. They understood my unique needs and offered tailored solutions. I highly recommend them for anyone looking for funding.
💯 Florida Mezzanine Fund is an excellent choice for funding. Their team is supportive and understanding of clients' needs. I am grateful for their assistance.
I had a mixed experience with Florida Mezzanine Fund. They provided excellent customer service and were very responsive to my inquiries. However, their interest rates were higher than I expected. Overall, it was an average experience.
Working with Florida Mezzanine Fund was a great experience. They provided the necessary funds for my project and the team was helpful throughout the process. I highly recommend their services.
I recently worked with a mezzanine fund and had a great experience. My funding was approved quickly, and the entire process was smooth. The team at Florida Mezzanine Fund was professional and helpful throughout.
I recently worked with a mezzanine fund and had a great experience. The process was straightforward, and the team at Florida Mezzanine Fund was professional and helpful throughout the process.
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