Brook Venture Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Brook Venture Partners has acquired 1 company. It has also invested in 3 others.

Brook Venture Partners’ most common sectors for investment are information services (28%) and information technology (28%). The Firm’s most common investment types include growth capital (55%) and secondary buyout (19%). In total, Brook Venture Partners has invested in 8 US states.

In the last 3 years, Brook Venture Partners has exited 3 companies. The Firm’s most common exit type is trade sale (34%).

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity11
    • M&A Sell Activity3
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

Brook Venture Partners

301 Edgewater Place, Suite 425,
Wakefield, Massachusetts 01880
United States
(781) 295-4000
www.brookventure.com
rspencer@brookventure.com

Brook Venture Partners is an expansion stage investment firm focused on the technology sector. The Firm will consider opportunities throughout North America with a preference for East Cost US-based companies. Specific areas of interest include healthcare IT, marketing/data analytics, database marketing, hospital management software, and other tech-enabled services. Brook looks to commit $2 to $15 million in profitable companies generating revenue of $2 to $30 million. Brook Venture Partners was founded in 1995 and is headquartered in Wakefield, Massachusetts.


Investment Criteria

Sectors of Interest: Business Services, Digital Media, Education, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Marketing, Software

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

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

Transaction Criteria Min Max
Target Revenue 2 30
Target EBITDA 1 5
Investment Size 2 15
Enterprise Value 3 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 6 1 2 2 - - 11
Sell (0.6/yr) # - - 1 1 1 - 3
  14

Most Recent M&A

Company Date Value Type
OnBoard Security, Inc. 2019-04-29 - Unknown
Wilmington, Massachusetts · www.onboardsecurity.com
Itrac LLC 2018-09-21 - Growth Capital
Eugene, Oregon · www.itracllc.com
Tricast, Inc. 2018-07-18 - Add-on Acquisition
Milwaukee, Wisconsin
LearnWell 2018-01-22 - Growth Capital
Plymouth, Massachusetts · www.learnwelleducation.com
Orbis Technologies, Inc. 2017-04-11 - Growth Capital
Annapolis, Maryland · www.orbistechnologies.com
RSI Content Solutions India Pvt. Ltd. 2017-04-11 - Merger
Chennai, India · www.rsicms.com
Cole Information Services, Inc. 2017-01-25 - Secondary Buyout
Omaha, Nebraska · www.coleinformation.com
Certica Solutions, Inc. 2016-02-16 - Secondary Buyout
Wakefield, Massachusetts · www.certicasolutions.com
Tricast, Inc. 2015-09-14 - Growth Capital
Milwaukee, Wisconsin
Medicine-On-Time LLC 2015-07-01 - Buyout (LBO, MBO, MBI)
Thonotosassa, Florida · www.medicine-on-time.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Certica Solutions, Inc. 2016-02-16 ItemLogic 2017-06-26 3
Wakefield, Massachusetts · www.certicasolutions.com Chesapeake, Virginia · www.itemlogic.com
Certica Solutions, Inc. 2016-02-16 Unbound Concepts 2017-06-26 2
Wakefield, Massachusetts · www.certicasolutions.com Baltimore, Maryland · www.unboundconcepts.com
Certica Solutions, Inc. 2016-02-16 Educuity, Inc. 2016-08-05 1
Wakefield, Massachusetts · www.certicasolutions.com Cedar Park, Texas · www.educuity.com

M&A by Sector

Sector Current # Value All-time # Value
Information Services 3 (30%) - 3 (27%) -
Information Technology 2 (20%) - 3 (27%) -
Education 2 (20%) - 2 (18%) -
Software 2 (20%) - 2 (18%) -
Marketing 1 (10%) - 1 (9%) -
Total 10 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 11 (100%) -
  Massachusetts 3 (30%) - 3 (27%) -
  Florida 2 (20%) - 2 (18%) -
  Pennsylvania 1 (10%) - 1 (9%) -
  Oregon 1 (10%) - 1 (9%) -
  Nebraska 1 (10%) - 1 (9%) -
  Maryland 1 (10%) - 1 (9%) -
  Illinois 1 (10%) - 1 (9%) -
  Wisconsin - - 1 (9%) -
Total 10 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (50%) - 6 (55%) -
Secondary Buyout 2 (20%) - 2 (18%) -
Buyout (LBO, MBO, MBI) 1 (10%) - 1 (9%) -
Divestiture 1 (10%) - 1 (9%) -
Venture 1 (10%) - 1 (9%) -
Total 10 - 11 -

Exits by Deal Type

Type Total # Value
Merger 1 (33%) -
Trade Sale - Public Company 1 (33%) -
Unknown 1 (33%) -
Total 3 -

M&A Connections

Deals %
Acquired from
PE Firm(s)
80%
4 80%
Strategic(s)
20%
1 20%
Exited to
Strategic(s)
100%
2 100%

Investor Summary

Size

Small

Established

1995

Specialist/Generalist

Generalist

Leadership

Frederic Morris

Founder & Partner

Walter Beinecke

Partner

Brennan Mulcahey

Partner

Edward Williams, III

Partner

Kyle Stanbro

Partner

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