Apogem Capital Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Apogem Capital has acquired 2 companies. It has also invested in 3 others.

Apogem Capital’s most common sectors for investment aresoftware (9%) and manufacturing (8%) . The Firm’s most common investment types include secondary buyout (34%) and buyout (lbo, mbo, mbi) (32%). In total, Apogem Capital has invested in 29 US states. Its largest (disclosed) acquisition occurred in 2009 when it acquired 180 Medical for $321M.

In the last 3 years, Apogem Capital has exited 10 companies. The Firm’s most common exit type is secondary buyout (47%). Apogem Capital’s largest (disclosed) exit occurred in 2021 when it sold T2 Systems for $356M.

Join Mergr to view Apogem Capital’s full profile and discover more mega-sized asset manager investors just like it.

M&A Summary

  • M&A Total Activity118
    • M&A Buy Activity69
    • M&A Sell Activity49
  • Total Sectors Invested 30
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 67
  • M&A Advisors 1

Apogem Capital

299 Park Avenue, 37th Floor,
New York, New York 10171
United States
(212) 601-3600
www.apogemcapital.com

Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Consumer Products, Consumer Services, Defense, Distribution, Healthcare Services, Information Services, Insurance, Machinery, Manufacturing, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Acquisition Financing, Secondary Buyout, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 62 2 2 1 2 - 69
vol $924M $924M
Sell (2.4/yr) # 37 2 3 4 2 1 49
vol $802M $250M $356M $255M $1.7B
  118

Most Recent M&A

Company Date Value Type
TPC Wire & Cable Corp. 2024-02-08 - Trade Sale
Macedonia, Ohio · www.tpcwire.com
TIPCO Technologies 2023-12-05 - Growth Capital
Owings Mills, Maryland · www.tipcotech.com
Elgin Fastener Group LLC 2023-09-11 - Trade Sale
Wheeling, Illinois · www.elginfasteners.com
American Landscaping Partners LLC 2023-08-29 - Secondary Buyout
Brentwood, Tennessee · www.americanlandscapingpartners.com
National Auto Care Corp. 2023-01-03 - Trade Sale
Westerville, Ohio · www.nationalautocare.com
Parker Food Group 2022-08-11 - Secondary Sale
Fort Worth, Texas · www.parkerfoodgroup.com
APEX Analytix LLC 2022-06-06 - Secondary Sale
Greensboro, North Carolina · www.apexanalytix.com
Auto Vehicle Parts LLC 2022-05-09 - Secondary Sale
Cold Spring, Kentucky · www.auveco.com
Penlink 2022-04-05 - Growth Capital
Lincoln, Nebraska · www.penlink.com
dlhBOWLES, Inc. 2022-01-05 255M USD Trade Sale
Canton, Ohio · www.dlhbowles.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (13%) - 6 (9%) -
Medical Products 1 (7%) - 5 (7%) 366M (40%)
Manufacturing 2 (13%) - 5 (7%) -
Automotive - - 4 (6%) -
Business Services 2 (13%) - 4 (6%) -
Electrical Equipment - - 4 (6%) -
Healthcare Services 2 (13%) - 4 (6%) -
Consumer Products - - 3 (4%) 135M (15%)
Distribution 1 (7%) - 3 (4%) -
Safety/Security - - 3 (4%) -
Insurance 1 (7%) - 2 (3%) 250M (27%)
Packaging - - 2 (3%) 173M (19%)
Chemicals - - 2 (3%) -
Financial Services 1 (7%) - 2 (3%) -
Internet Software and Services 1 (7%) - 2 (3%) -
Machinery - - 2 (3%) -
Marketing 1 (7%) - 2 (3%) -
Plastics - - 2 (3%) -
Building Materials - - 1 (1%) -
Consumer Services 1 (7%) - 1 (1%) -
Defense - - 1 (1%) -
Environmental - - 1 (1%) -
Food - - 1 (1%) -
Information Technology - - 1 (1%) -
Life Science - - 1 (1%) -
Media - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Test/Measurement Equipment - - 1 (1%) -
Transportation - - 1 (1%) -
Total 15 - 69 $924M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 69 (100%) 924M (100%)
  New Jersey 1 (7%) - 7 (10%) 250M (27%)
  Illinois - - 7 (10%) 173M (19%)
  Ohio - - 6 (9%) -
  California 2 (13%) - 4 (6%) -
  Florida 1 (7%) - 4 (6%) -
  Colorado 2 (13%) - 3 (4%) -
  Oklahoma - - 3 (4%) 321M (35%)
  Pennsylvania - - 3 (4%) -
  New York 2 (13%) - 2 (3%) -
  Nebraska 2 (13%) - 2 (3%) -
  Minnesota 1 (7%) - 2 (3%) -
  Maryland 1 (7%) - 2 (3%) -
  Virginia 1 (7%) - 2 (3%) -
  Tennessee 1 (7%) - 2 (3%) -
  Indiana - - 2 (3%) 45M (5%)
  North Carolina - - 2 (3%) -
  Massachusetts - - 2 (3%) -
  Kentucky - - 2 (3%) -
  Texas - - 2 (3%) -
  Utah 1 (7%) - 1 (1%) -
  Connecticut - - 1 (1%) 135M (15%)
  Oregon - - 1 (1%) -
  Missouri - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Michigan - - 1 (1%) -
  Georgia - - 1 (1%) -
  District of Columbia - - 1 (1%) -
  Wisconsin - - 1 (1%) -
  South Carolina - - 1 (1%) -
Total 15 - 69 $924M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (7%) - 23 (33%) 135M (15%)
Buyout (LBO, MBO, MBI) 5 (33%) - 22 (32%) 744M (81%)
Growth Capital 6 (40%) - 11 (16%) -
Recapitalization 3 (20%) - 10 (14%) -
Divestiture - - 2 (3%) 45M (5%)
Consolidation - - 1 (1%) -
Total 15 - 69 $924M

Exits by Deal Type

Type Total # Value
Secondary Sale 23 (47%) -
Trade Sale 12 (24%) -
Trade Sale - Public Company 9 (18%) 1.7B (100%)
Merger 2 (4%) -
Bankruptcy 1 (2%) -
IPO 1 (2%) -
Unknown 1 (2%) -
Total 49 $1.7B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1

Deal Values

buy # Total
$100M to $1B 4 $879M
< $100M 1 $45M
TOTAL $924M
Largest 180 Medical, Inc.
$321M (2009-09-16)
sell # Total
$100M to $1B 6 $1.6B
< $100M 1 $85M
TOTAL $1.7B
Largest T2 Systems, Inc.
$356M (2021-11-02)

M&A Connections

Deals
Acquired from
Investor(s)
39%
27 (39%)
Strategic(s)
4%
3 (4%)
Exited to
Investor(s)
47%
23 (47%)
Strategic(s)
47%
23 (47%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

39.0B USD

Established

2001

Specialist/Generalist

Generalist

FAQ

When was Apogem Capital founded?

Apogem Capital was founded in 2001.

What type of investor is Apogem Capital?

Apogem Capital is an asset manager.

Where is Apogem Capital headquartered?

Apogem Capital is headquartered in New York, New York.

How much capital does Apogem Capital have under management?

Apogem Capital has 39.0B USD under management.

 Subscribe to unlock this and 201,688
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 193K M&A Transactions
  • 197K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 75K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal