Belvedere Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

Belvedere Capital Partners’ most common sectors for investment are financial services (67%) and insurance (34%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Belvedere Capital Partners has invested in 2 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired Green Bancorp for $20M.

The Firm’s most common exit type is trade sale (60%).

Join Mergr to view Belvedere Capital Partners’ full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity3
    • M&A Sell Activity5
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 4

Belvedere Capital Partners

1 Maritime Plaza, Suite 825,
San Francisco, California 94111
United States
(415) 434-1236
www.belvederecapital.com
inquiries@belvederecapital.com

Belvedere Capital is a private equity firm that targets investments in the financial services sector. Specific areas of interest include banks, wealth managers, investment advisories, brokerages, insurance firms, and other related financial service companies. The Firm's can commit and/or mezzanine capital and looks to invest $5 to $40 million per transaction. Belvedere was formed in 1994 and is based in San Francisco. The Firm is in harvest mode and will not be making any new investments or raising a new fund.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Insurance, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 5 40
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 3 - - - - - 3
vol $20M $20M
Sell (0.0/yr) # 5 - - - - - 5
  8

Most Recent M&A

Company Date Value Type
Green Bancorp, Inc. 2014-07-29 - IPO
Houston, Texas · www.greenbank.com
Professional Business Bank 2012-06-01 - Trade Sale
Pasadena, California · www.probizbank.com
VRT Insurance Services, Inc. 2009-01-30 - Trade Sale
San Mateo, California · www.vrtinsurance.com
BenefitStreet, Inc. 2009-01-01 - Trade Sale
San Ramon, California · www.nextstepdc.com
VRT Insurance Services, Inc. 2007-10-31 - Buyout (LBO, MBO, MBI)
San Mateo, California · www.vrtinsurance.com
Spectrum Bank 2007-08-01 - Buyout (LBO, MBO, MBI)
Irvine, California · www.probizbank.com
Green Bancorp, Inc. 2006-07-26 20M USD Buyout (LBO, MBO, MBI)
Houston, Texas · www.greenbank.com
1st Century Bancshares, Inc. 2004-01-01 - IPO
Los Angeles, California · www.1stcenturybank.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services - - 2 (67%) 20M (100%)
Insurance - - 1 (33%) -
Total - - 3 $20M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) 20M (100%)
  California - - 2 (67%) -
  Texas - - 1 (33%) 20M (100%)
Total - - 3 $20M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 3 (100%) 20M (100%)
Total - - 3 $20M

Exits by Deal Type

Type Total # Value
Trade Sale 3 (60%) -
IPO 2 (40%) -
Total 5 -

Deal Values

buy # Total
< $100M 1 $20M
TOTAL $20M
Largest Green Bancorp, Inc.
$20M (2006-07-26)

 Subscribe to unlock this and 155,820
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

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
  • 4.0K Private Equity Firms
  • 144K M&A Transactions
  • 152K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.1K M&A Advisors
    (Investment Banks and Law Firms)
  • 45K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.