Our Philosophy

Alerion Capital Group is a merchant banking organization with a private equity focus. Our mission is to leverage the experience of our people and the application of capital to elevate the performance of our portfolio companies.

• Capitalize on industry experience
• Leverage operating skills experience
• Bring financial expertise to the table
• Foster engagement and collaboration within the value network

Alerion is focused on investments that leverage our backgrounds, skills and network to add value. Our passion is helping managers grow their abilities and their business, learn from our experience and further their own.

Our Investments

Following our investment criteria, we search for companies that will benefit most from our experience and knowledge. We are typically interested in later-stage, middle market companies whose owners wish to fully or partially liquefy their positions, but we also provide growth capital and pursue divestments of non-core subsidiaries. Included are companies that will significantly benefit from strategic refocusing or operating improvements. After a thorough analysis of a candidate's business potential, we develop a supportive investment structure that generates attractive returns for our investors. We are experienced at implementing complex transactions, and have the financial and human resources to close in a timely manner with minimal disruption of day-to-day operations.

Our Strategy

Planning is key to a successful long-term investment. Alerion assists management teams in developing strategic plans necessary to achieve higher levels of success. Once a plan is developed, we also assist in creating the tools necessary for implementation. Alerion assumes on-going mentoring relationships with management, providing advice and assistance throughout the duration of an investment. Alerion also furnishes on-going capital for expansion, including strategic acquisitions. Alerion's countless professional contacts also provide management teams with access to professional networking, talented management candidates, and board members with industry expertise. Alerion's competitive differentiation lies in the operating experience our staff brings to investments through active involvement. Alerion provides value creation:

• Strategic planning and growth
• Operational excellence
• Optimal capital structure for the particular business to facilitate growth strategy
• On-going mentoring relationships
• Business contacts
• Acquisition and partnership identification, guidance, and execution

Alerion brings required elements for success:

• Strong operational background
• Substantial transaction experience
• Financial engineering expertise
• Active portfolio company involvement