Innovest Global - M&A Summary and Business Overview

Financial ServicesCompany

Innovest Global M&A Summary

Innovest Global has acquired 6 companies, including 1 in the last 5 years.

Innovest Global’s largest acquisition to date was in 2019, when it acquired The Authority National Supply for $1M. Innovest Global has acquired in 3 different US states. The Company’s most targeted sectors include business services (34%) and distribution (34%).

Innovest Global Business Overview

Where is Innovest Global headquartered?

Innovest Global is headquartered in Rancho Santa Margarita, California.

What sector is Innovest Global in?

Innovest Global is a financial services company.

When was Innovest Global founded?

Innovest Global was founded in 1999.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 4
  • Total Countries Invested 1

Innovest Global, Inc.

30021 Tomas1, Suite 300,
Rancho Santa Margarita, California 92688
United States,
(949) 459-2118
www.innovestglobal.com

Innovest’s diversified holding company model, and their focus on efficient customer acquisition and reduced risk, are the core tenets of what the company hopes will create significant value for their shareholders.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 6 - - - - - 6
vol $1M $1M
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
The Authority National Supply Co. LLC 2019-03-07 1M USD Add-on Acquisition
Akron, Ohio · www.authoritynationalsupply.com
H.P. Technologies, Inc. 2018-03-22 - Add-on Acquisition
Avon, Ohio · www.utility-savings.net
Call Center Resources, Inc. 2018-01-22 - Add-on Acquisition
Cleveland, Ohio · www.ccr2k.com
Shepherd Energy Solutions 2017-12-29 - Add-on Acquisition
Bowie, Maryland · www.shepherdenergy.com
Sanavida 2017-11-06 - Add-on Acquisition
Dallas, Texas · www.sanavida.online
Chagrin Safety Supply, Inc. 2017-10-23 - Add-on Acquisition
Chagrin Falls, Ohio · www.chagrinsafetysupply.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 2 (33%) - - -
Distribution 2 (33%) 1M (100%) - -
Software 1 (17%) - - -
Utilities 1 (17%) - - -
Total 6 $1M - -

By Geo

State/Country Buy Value Sell Value
United States 6 1M - -
  Ohio 4 1M - -
  Texas 1 - - -
  Maryland 1 - - -
Total 6 $1M - -

Deal Values

buy # Total
< $100M 1 $1M
TOTAL $1M
Largest The Authority National Supply Co. LLC
$1M (2019-03-07)

Company Summary

SECTOR

Financial Services

Established

1999

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