Carrick Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Carrick Capital Partners has acquired 1 company. It has also invested in 4 others.

Carrick Capital Partners’ most common sectors for investment are information technology (48%) and internet software and services (30%). The Firm’s most common investment types include venture (48%) and growth capital (36%). In total, Carrick Capital Partners has invested in 6 US states.

In the last 3 years, Carrick Capital Partners has exited 5 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity17
    • M&A Sell Activity6
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6
  • M&A Advisors 1

Carrick Capital Partners

One California Street, Suite 1900,
San Francisco, California 94111
United States
(415) 432-4100
www.carrickcapitalpartners.com

Carrick Capital Partners is a private equity firm focused on 'tech-enabled' businesses (business process outsourcing, transaction processing, and software) where the firm can leverage its expertise in building value. Carrick typically makes direct investments in privately-held companies with proven potential for fast growth and/or profitability. Prospective companies generally have revenues of $10 to $100 million with gross margins in excess of 40%. Carrick Capital is based in San Francisco.


Investment Criteria

Sectors of Interest: Business Services, Education, Information Technology, Insurance, Internet Software and Services, Software

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

Geographic Preferences: West US

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA - -
Investment Size 20 -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 10 2 1 3 - 1 17
Sell (1.0/yr) # 1 - - - 4 1 6
  23

Most Recent M&A

Company Date Value Type
Accolade, Inc. 2020-07-01 - IPO
Plymouth Meeting, Pennsylvania · www.accolade.com
Flatiron School, Inc. 2020-06-30 - Divestiture
New York, New York · www.flatironschool.com
Bay Dynamics, Inc. 2019-12-31 - Add-on Acquisition
San Francisco, California · www.baydynamics.com
Axiom Global, Inc. 2019-09-05 - Secondary Buyout
San Francisco, California · www.axiomlaw.com
InstaMed Communications LLC 2019-05-17 - Add-on Acquisition
Philadelphia, Pennsylvania · www.instamed.com
Complia Health 2019-05-06 - Add-on Acquisition
Schaumburg, Illinois · www.compliahealth.com
Exiger LLC 2018-07-09 - Growth Capital
New York, New York · www.exiger.com
Saviynt, Inc. 2018-04-18 - Venture
El Segundo, California · www.saviynt.com
Infinia ML 2018-01-16 - Growth Capital
Durham, North Carolina · www.infiniaml.com
Perfect Sense, Inc. 2017-01-13 - Venture
Reston, Virginia · www.perfectsensedigital.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (50%) - 8 (47%) -
Internet Software and Services 4 (40%) - 5 (29%) -
Business Services 1 (10%) - 3 (18%) -
Software - - 1 (6%) -
Total 10 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 17 (100%) -
  California 5 (50%) - 7 (41%) -
  Illinois 1 (10%) - 4 (24%) -
  New York 2 (20%) - 2 (12%) -
  Pennsylvania - - 2 (12%) -
  Virginia 1 (10%) - 1 (6%) -
  North Carolina 1 (10%) - 1 (6%) -
Total 10 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 7 (70%) - 8 (47%) -
Growth Capital 2 (20%) - 6 (35%) -
Buyout (LBO, MBO, MBI) - - 2 (12%) -
Divestiture 1 (10%) - 1 (6%) -
Total 10 - 17 -

Exits by Deal Type

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

Top M&A Advisors

Legal Deals
Strategic Law Partners LLC
 1

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
25%
1 25%
Strategic(s)
75%
3 75%

Investor Summary

Size

Small

Established

2012

Specialist/Generalist

Specialist

Leadership

Jim Madden

Co-Founder & Managing Director

Marc McMorris

Co-Founder & Managing Director

Mitchell Slodowitz

CFO & Managing Director

Chris Wenner

Managing Director

Paul Zolfaghari

Managing Director

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