BharCap Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, BharCap Partners has acquired 3 companies. It has also invested in 1 other.

BharCap Partners’ most common sectors for investment arefinancial services (50%) and business services (25%) . The Firm’s most common investment types include growth capital (25%) and secondary buyout (25%). In total, BharCap Partners has invested in 4 US states.

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 4

BharCap Partners

BharCap Partners LLC

165 Mason Street, 2nd Floor,
Greenwich, Connecticut 06830
United States
(203) 489-7770
www.bharcap.com
info@bharcap.com

BharCap Partners is a private equity firm focused on investments in the financial services industry. The Firm typically invests between $50 and $350 million per transaction in companies with EBITDA of $5 to $50 million. Specific areas of interest include wealth and asset management, insurance, financial technology, specialty finance, and tech-enabled business services. BharCap Partners was established in 2021 and is based in Greenwich, Connecticut.


Investment Criteria

Sectors of Interest: Financial Services, Information Technology, Insurance

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 50
Investment Size 50 350
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # - - 1 - 1 2 4
Sell (0.0/yr) # - - - - - - 0
  4

Most Recent M&A

Company Date Value Type
Red Oak Inventory Finance 2024-03-22 - Divestiture
Alpharetta, Georgia · www.redoakinventoryfinance.com
Insurvia LLC 2024-03-14 - Secondary Buyout
Las Vegas, Nevada · www.insurvia.com
ARM Strong Receivables Management, Inc. 2023-10-10 - Buyout (LBO, MBO, MBI)
Itasca, Illinois · www.armsrm.com
Clarus Capital LLC 2021-12-15 - Growth Capital
Boston, Massachusetts · www.claruscap.com
View All >>

M&A by Sector

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

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 4 (100%) -
  Nevada 1 (25%) - 1 (25%) -
  Massachusetts 1 (25%) - 1 (25%) -
  Illinois 1 (25%) - 1 (25%) -
  Georgia 1 (25%) - 1 (25%) -
Total 4 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (25%) - 1 (25%) -
Divestiture 1 (25%) - 1 (25%) -
Growth Capital 1 (25%) - 1 (25%) -
Secondary Buyout 1 (25%) - 1 (25%) -
Total 4 - 4 -

Top M&A Advisors

Legal Deals
Kirkland & Ellis
 2
GreenbergTraurig
 1
Skadden, Arps, Slate, Meagher & Flom
 1

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Strategic(s)
25%
1 (25%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.8B USD

Established

2021

Specialist/Generalist

Generalist

Leadership

Ethan Wang

Co-Founder & Partner

Kevin Becker

Co-Founder & Partner

Ryan Gean

Co-Founder & Partner

Jim Rutherfurd

Co-Founding Partner

Bharath Srikrishnan

Founder & Managing Partner

FAQ

When was BharCap Partners founded?

BharCap Partners was founded in 2021.

What type of investor is BharCap Partners?

BharCap Partners is a private equity firm.

Where is BharCap Partners headquartered?

BharCap Partners is headquartered in Greenwich, Connecticut.

How much capital does BharCap Partners have under management?

BharCap Partners has 1.8B USD under management.

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