Brook Venture Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Brook Venture Partners has invested in 2 companies.

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 5 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity17
    • M&A Buy Activity11
    • M&A Sell Activity6
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 13

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.8/yr) # 7 2 2 - - - 11
Sell (1.2/yr) # - 1 1 1 2 1 6
  17

Most Recent M&A

Company Date Value Type
V12 Data 2021-01-21 - Add-on Acquisition
Wesley Chapel, Florida · www.v12data.com
Certica Solutions, Inc. 2020-12-10 - Add-on Acquisition
Wakefield, Massachusetts · www.certicasolutions.com
Verge Solutions LLC 2020-10-21 - Add-on Acquisition
Mount Pleasant, South Carolina · www.vergehealth.com
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Services 2 (25%) - 3 (27%) -
Information Technology 2 (25%) - 3 (27%) -
Software 2 (25%) - 2 (18%) -
Education 1 (13%) - 1 (9%) -
Internet Software and Services - - 1 (9%) -
Marketing 1 (13%) - 1 (9%) -
Total 8 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 8 (100%) - 11 (100%) -
  Massachusetts 2 (25%) - 3 (27%) -
  Florida 1 (13%) - 2 (18%) -
  Pennsylvania 1 (13%) - 1 (9%) -
  Oregon 1 (13%) - 1 (9%) -
  Nebraska 1 (13%) - 1 (9%) -
  Maryland 1 (13%) - 1 (9%) -
  Illinois 1 (13%) - 1 (9%) -
  Wisconsin - - 1 (9%) -
Total 8 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (50%) - 6 (55%) -
Secondary Buyout 1 (13%) - 2 (18%) -
Buyout (LBO, MBO, MBI) 1 (13%) - 1 (9%) -
Divestiture 1 (13%) - 1 (9%) -
Venture 1 (13%) - 1 (9%) -
Total 8 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (50%) -
Merger 1 (17%) -
Trade Sale - Public Company 1 (17%) -
Unknown 1 (17%) -
Total 6 -

M&A Connections

Deals
Acquired from
Investor(s)
18%
2 (18%)
Strategic(s)
9%
1 (9%)
Exited to
Strategic(s)
83%
5 (83%)

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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