Atlas Merchant Capital Mergers and Acquisitions Summary

Private Equity Profile

Atlas Merchant Capital’s most common sectors for investment are business services (50%) and financial services (50%). The Firm’s most common investment types include secondary buyout (100%). In total, Atlas Merchant Capital has invested in 1 US state and 2 different countries.

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M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 2
  • M&A Advisors 1

Atlas Merchant Capital LLC is an operationally oriented private investment group focused on the financial services sector. Atlas Merchant Capital was formed in 2013 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Financial Services, Insurance

Target Transaction Types: Buyout (LBO, MBO, MBI), Secondary Buyout

Geographic Preferences: United Kingdom

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 (0.2/yr) # 1 - - 1 - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Kepler Cheuvreux 2018-06-27 - Secondary Buyout
Paris, United Kingdom · www.keplercheuvreux.com
Ascensus, Inc. 2015-09-28 - Secondary Buyout
Dresher, Pennsylvania · www.ascensus.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ascensus, Inc. 2015-09-28 Nyhart Consulting LLC 2019-11-25 32
Dresher, Pennsylvania · www.ascensus.com Indianapolis, Indiana · www.nyhart.com
Ascensus, Inc. 2015-09-28 Goldleaf Partners 2019-10-24 31
Dresher, Pennsylvania · www.ascensus.com Bloomington, Minnesota · www.goldleafpartners.com
Ascensus, Inc. 2015-09-28 Beneco 2019-08-09 30
Dresher, Pennsylvania · www.ascensus.com Scottsdale, Arizona · www.beneco.com
Ascensus, Inc. 2015-09-28 HR Simplified, Inc. 2019-06-26 29
Dresher, Pennsylvania · www.ascensus.com Minneapolis, Minnesota · www.hrsimplified.com
Ascensus, Inc. 2015-09-28 United Retirement Plan Consultants, Inc. 2019-06-03 28
Dresher, Pennsylvania · www.ascensus.com Dublin, Ohio · www.unitedretirement.com
Ascensus, Inc. 2015-09-28 Pension Strategies, Inc. 2019-05-21 27
Dresher, Pennsylvania · www.ascensus.com Phoenix, Arizona · www.pensionstrategies.com
Ascensus, Inc. 2015-09-28 Wrangle LLC 2019-03-26 26
Dresher, Pennsylvania · www.ascensus.com Junction City, Oregon
Ascensus, Inc. 2015-09-28 Moran Knobel 2018-12-19 25
Dresher, Pennsylvania · www.ascensus.com Bellevue, Washington · www.moranknobel.com
Ascensus, Inc. 2015-09-28 Pension Works, Inc. 2018-10-30 24
Dresher, Pennsylvania · www.ascensus.com Colchester, Vermont · www.pensionworks.com
Ascensus, Inc. 2015-09-28 ESOP Economics, Inc. 2018-10-16 23
Dresher, Pennsylvania · www.ascensus.com Philadelphia, Pennsylvania · www.esopeconomics.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 1 (50%) -
Financial Services 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 1 (50%) -
  Pennsylvania 1 (50%) - 1 (50%) -
United Kingdom 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (100%) - 2 (100%) -
Total 2 - 2 -

Top M&A Advisors

Legal Deals
Debevoise & Plimpton LLP
1

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
2 100%