Investment Strategy

Our main investment principal is to invest in companies led by experienced and committed management teams that will produce superior returns for our investors.  Our goal is to assist growth companies in achieving strategies and generating superior investment returns for company shareholders.

To become a portfolio company, Florida Mezz conducts a comprehensive, due-diligence evaluation. Our internal and external valuation methodologies include: 

  • Capital and financial evaluation
  • Projection modeling
  • Credit worthiness analysis
  • Industry and business assessment
  • Management evaluation
  • Market and competitive analysis
  • Management meeting and company tours 
  • Key customer interviews

Generally, our investments are structured accordingly:

  • Financing size range from $500K to $30 million
  • Interest rate on debt reflective of the credit risk of the company
  • Warrant position (exercisable in common stock)
  • Five-year average maturity of subordinated debt