Aequitas Capital Management Mergers and Acquisitions Summary

Private Equity Profile

Aequitas Capital Management’s most common sectors for investment are agriculture (34%) and financial services (34%). The Firm’s most common investment types include growth capital (34%) and pipe (34%). In total, Aequitas Capital Management has invested in 3 US states.

In the last 3 years, Aequitas Capital Management has exited 2 companies. The Firm’s most common exit type is trade sale (50%). Aequitas Capital Management’s largest (disclosed) exit occurred in 2017 when it sold Independence Bancshares for $11M.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity3
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Aequitas Capital Management

5300 Meadows Road, Suite 400 ,
Lake Oswego, Oregon 97035
United States
(503) 419-3500
www.aequitascapital.com

Aequitas Capital was a diversified financial services company that creates alternative investments including private equity, private credit and specialty finance. The Firm looked for opportunities in underserved sectors including healthcare, education, and financial services. In 2016, Aequitas entered receivership for allegations of securities fraud. The Firm was originally formed in 1993.


Investment Criteria

Sectors of Interest: Education, Financial Services, Healthcare Services

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.6/yr) # 1 1 2 - - - 4
vol $11M $11M
  7

Most Recent M&A

Company Date Value Type
Independence Bancshares, Inc. (dba nD bancgroup) 2017-09-25 11M USD Add-on Acquisition
Greenville, South Carolina · www.independencenb.com
CarePayment Technologies, Inc. 2017-03-13 - Secondary Buyout
Lake Oswego, Oregon · www.carepayment.com
Skagit Gardens, Inc. 2016-06-16 - Bankruptcy
Mount Vernon, Washington · www.skagitgardens.com
Independence Bancshares, Inc. (dba nD bancgroup) 2015-07-24 - PIPE
Greenville, South Carolina · www.independencenb.com
CarePayment Technologies, Inc. 2014-05-13 - Growth Capital
Lake Oswego, Oregon · www.carepayment.com
Unigo Group 2014-05-06 - Add-on Acquisition
Lake Oswego, Oregon · www.unigo.com
Skagit Gardens, Inc. 2008-07-10 - Secondary Buyout
Mount Vernon, Washington · www.skagitgardens.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Agriculture - - 1 (33%) -
Financial Services - - 1 (33%) -
Information Technology - - 1 (33%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  Washington - - 1 (33%) -
  South Carolina - - 1 (33%) -
  Oregon - - 1 (33%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 1 (33%) -
PIPE - - 1 (33%) -
Secondary Buyout - - 1 (33%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (50%) 11M (100%)
Bankruptcy 1 (25%) -
Secondary Sale 1 (25%) -
Total 4 $11M

Deal Values

sell # Total
< $100M 1 $11M
TOTAL $11M
Largest Independence Bancshares, Inc. (dba nD bancgroup)
$11M (2017-09-25)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
60%
3 60%
Strategic(s)
40%
2 40%

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