Caltius Mezzanine Realizes Investment in Mercer Advisors

October 31, 2013

Caltius Mezzanine (“Caltius”) is pleased to announce the successful realization of its investment in Mercer Advisors (“Mercer”).

In 2013, the company refinanced all of Caltius’ debt and equity with proceeds from a new debt facility and excess cash. In May 2008, Caltius provided $46.0 million of mezzanine debt and equity to help finance the buyout of the company by Lovell Minnick Partners. Headquartered in Scottsdale, AZ, Mercer provides asset management and practice consulting services to dental practitioners.

Based in Los Angeles, CA, Caltius Mezzanine provides innovative capital solutions in amounts of $10.0 to $100.0 million to middle market companies throughout North America. Since its founding in 1997, Caltius Mezzanine has invested over $1.0 billion in a broad range of industries to support acquisitions, recapitalizations, buyouts, and organic growth. Caltius Mezzanine is currently investing out of its fourth fund, Caltius Partners IV, LP, a $500 million fund. For more information or to refer an investment opportunity, please call us at (310) 996-9585.