Beacon Investment Management Group Mergers and Acquisitions Summary

Private Equity Real Estate Profile

Beacon Investment Management Group’s most common sectors for investment areleisure (50%) and internet software and services (25%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (75%) and venture (25%). In total, Beacon Investment Management Group has invested in 2 US states and 2 different countries.

The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity4
    • M&A Sell Activity1
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Beacon Investment Management Group

Charlotte, North Carolina
United States
www.beaconimg.com
patelpatel@beaconimg.com

Beacon Investment Management Group (Beacon IMG) is a private investment firm and hotel management company that develops and operates hotels in the Southeastern United States. Beacon Investment Management was formed in 1995 and is based in Charlotte, North Carolina.


Investment Criteria

Sectors of Interest: Leisure, Real Estate

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

Geographic Preferences: South US

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 4 - - - - - 4
Sell (0.0/yr) # 1 - - - - - 1
  5

Most Recent M&A

Company Date Value Type
Playa Matapalo 2007-08-22 - Buyout (LBO, MBO, MBI)
Guanacaste Region, Costa Rica
FundsXpress, Inc. 2007-04-16 - Trade Sale
Austin, Texas
Holiday Inn Express Hotel & Suites LLC 2007-01-05 - Buyout (LBO, MBO, MBI)
Kannapolis, North Carolina · www.hixconcord.com
Homewood Suites, Inc. 2006-04-05 - Buyout (LBO, MBO, MBI)
Davidson, North Carolina · www.homewoodsuites3.hilton.com
FundsXpress, Inc. 2000-01-24 - Venture
Austin, Texas
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Leisure 1 (100%) - 2 (50%) -
Internet Software and Services - - 1 (25%) -
Real Estate - - 1 (25%) -
Total 1 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 3 (75%) -
  North Carolina 1 (100%) - 2 (50%) -
  Texas - - 1 (25%) -
Costa Rica - - 1 (25%) -
Domestic 1 (100%) - 3 (75%) -
Cross-border - - 1 (25%) -
Total 1 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (100%) - 3 (75%) -
Venture - - 1 (25%) -
Total 1 - 4 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Real Estate

Size

Small

Established

1995

Specialist/Generalist

Specialist

Leadership

Nish Patel

President

Boris Bunich

Team Member, Marketing & Investor Relations

Palak Patel

Team member, Operations

FAQ

When was Beacon Investment Management Group founded?

Beacon Investment Management Group was founded in 1995.

What type of investor is Beacon Investment Management Group?

Beacon Investment Management Group is a private equity real estate firm.

Where is Beacon Investment Management Group headquartered?

Beacon Investment Management Group is headquartered in Charlotte, North Carolina.

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