Atlas Merchant Capital Mergers and Acquisitions Summary

Private Equity Profile

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

Atlas Merchant Capital’s most common sectors for investment are financial services (50%) and business services (25%). The Firm’s most common investment types include growth capital (38%) and secondary buyout (25%). In total, Atlas Merchant Capital has invested in 3 US states and 5 different countries.

In the last 3 years, Atlas Merchant Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 2
  • M&A Advisors 2

Atlas Merchant Capital LLC

375 Park Avenue,
New York, New York 10152
United States
(212) 883-4330
www.atlasmerchantcapital.com
info@atlasmerchantcapital.com

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: Business Services, 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.0/yr) # 3 1 3 1 - - 8
Sell (0.2/yr) # - - - - - 1 1
  9

Most Recent M&A

Company Date Value Type
Talcott Resolution Life Insurance Co. 2021-01-20 - Secondary Buyout
Windsor, Connecticut · www.talcottresolution.com
illimity Bank S.p.A. 2019-01-01 - Stake Purchase
Milan, Italy · www.illimity.com
Praxia Bank SA 2018-10-05 - Growth Capital
Athens, Greece · www.praxiabank.com
Kepler Cheuvreux 2018-06-27 - Secondary Buyout
Paris, United Kingdom · www.keplercheuvreux.com
Talcott Resolution Life Insurance Co. 2018-05-31 - Divestiture
Windsor, Connecticut · www.talcottresolution.com
Panmure Gordon & Co. 2017-03-17 - Buyout (LBO, MBO, MBI)
London, United Kingdom · www.panmure.com
Somerset Reinsurance 2016-10-20 - Growth Capital
Pembroke, Bermuda · www.somersetre.com
Ascensus, Inc. 2015-09-28 - Secondary Buyout
Dresher, Pennsylvania · www.ascensus.com
South Street Securities 2015-06-30 - Growth Capital
New York, New York · www.southstreetsecurities.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ascensus, Inc. 2015-09-28 Beneco 2019-08-09 32
Dresher, Pennsylvania · www.ascensus.com Scottsdale, Arizona · www.beneco.com
Ascensus, Inc. 2015-09-28 United Retirement Plan Consultants, Inc. 2019-06-03 31
Dresher, Pennsylvania · www.ascensus.com Dublin, Ohio · www.unitedretirement.com
Ascensus, Inc. 2015-09-28 Retirement Strategies, Inc. 2018-07-24 1
Dresher, Pennsylvania · www.ascensus.com Jacksonville, Florida · www.retirementstrategies.net
Ascensus, Inc. 2015-09-28 Provident Trust Group LLC 2017-10-18 30
Dresher, Pennsylvania · www.ascensus.com Las Vegas, Nevada · www.trustprovident.com

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 4 (57%) - 4 (50%) -
Business Services 2 (29%) - 2 (25%) -
Insurance 1 (14%) - 2 (25%) -
Total 7 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (29%) - 3 (38%) -
  Pennsylvania 1 (14%) - 1 (13%) -
  New York 1 (14%) - 1 (13%) -
  Connecticut - - 1 (13%) -
United Kingdom 2 (29%) - 2 (25%) -
Italy 1 (14%) - 1 (13%) -
Bermuda 1 (14%) - 1 (13%) -
Greece 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (43%) - 3 (38%) -
Secondary Buyout 2 (29%) - 2 (25%) -
Buyout (LBO, MBO, MBI) 1 (14%) - 1 (13%) -
Divestiture - - 1 (13%) -
Stake Purchase 1 (14%) - 1 (13%) -
Total 7 - 8 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Legal Deals
Debevoise & Plimpton LLP
 1
Sidley Austin LLP
 1

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Strategic(s)
13%
1 (13%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Size

Middle-Market

Established

2013

Specialist/Generalist

Specialist

Leadership

Bob Diamond

Founding Partner & CEO

David Schamis

Founding Partner & CIO

Ned Dybvig

Managing Director

Ty Wallach

Managing Director & CIO of Credit

Timothy Kacani

Managing Director & COO

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