Our Approach

Assurance Mezzanine Fund is a private investment firm providing $3 to $20 million customized growth capital solutions to profitable, lower-middle-market companies nationwide. We look to invest our funds in established companies operated by experienced and proven management teams with a history of building enterprise value. Assurance Mezzanine Fund was created by former industry executives and experienced investors who place a high value on their relationships with management teams.

Our Goal

To help companies grow not only by supplying capital, but also by offering business owners our experience and network contacts obtained while operating our own businesses. Unlike other lenders, we know what it takes to operate and grow a business. We understand that many times fundraising can be a distraction to business operations. For that reason, we work hard to make the diligence and closing process both fast and fair. A great deal for us is one where both parties are happy and motivated to help grow the company.

Meet the Team

Robert Whittel

CFO and General Counsel

David Ellis


Alex Brown

Vice President