Prism Mezzanine Fund

Overview

Prism Mezzanine Fund, established in 2003, focuses on providing subordinated debt and equity co-investments to lower-middle market companies in the United States. The fund has invested in 26 portfolio companies, including EZE Trucking, Inc., a specialty logistics business, and OTT-LITE, a designer and marketer of natural daylight products. The fund is currently in wind-down. The firm's investment strategy centers on supporting companies with strong growth potential by offering flexible financing solutions. Prism Mezzanine Fund has a diverse portfolio spanning various industries, such as technology, healthcare, consumer products, media, manufacturing, logistics, retail, energy, aerospace, food and beverage, packaging, automotive, pharmaceuticals, medical devices, and entertainment. Prism Mezzanine Fund is managed by a team of experienced professionals, including Robert Finkel, Blaine Crissman, Bill Harlan, and Steve Vivian. The firm was among the first to be granted both equity and subordinated debt licenses through the Small Business Investment Company (SBIC) program, reflecting its commitment to supporting small and medium-sized enterprises in the U.S. economy.

Investment Focus

• Strong growth potential
• Established market presence
• Experienced management team
• Ability to generate consistent cash flow
• Scalable business model

Portfolio Companies