Carrick Capital Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Carrick Capital Partners has acquired 2 companies. It has also invested in 4 others.

Carrick Capital Partners’ most common sectors for investment areinformation technology (44%) and business services (22%) . The Firm’s most common investment types include venture (44%) and growth capital (40%). In total, Carrick Capital Partners has invested in 7 US states and 2 different countries.

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 Activity33
    • M&A Buy Activity23
    • M&A Sell Activity10
  • Total Sectors Invested 5
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10
  • 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 $20 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: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA - -
Investment Size 35 -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.2/yr) # 17 - 2 2 1 1 23
Sell (1.8/yr) # 1 4 1 2 1 1 10
  33

Most Recent M&A

Company Date Value Type
Infinia ML, Inc. 2023-09-12 - Trade Sale
Durham, North Carolina · www.infiniaml.com
LegalSifter, Inc. 2023-03-09 - Growth Capital
Pittsburgh, Pennsylvania · www.legalsifter.com
Bishop Fox 2022-07-14 - Venture
Tempe, Arizona · www.bishopfox.com
Seven Lakes Technologies 2022-05-17 - Trade Sale
Westlake Village, California · www.sevenlakes.com
Mavenlink, Inc. 2021-11-17 - Merger
Irvine, California · www.mavenlink.com
Saama Technologies, Inc. 2021-10-20 - Secondary Sale
Campbell, California · www.saama.com
DailyPay 2021-05-18 - Venture
New York, New York · www.dailypay.com
Renalogic 2021-03-03 - Growth Capital
Phoenix, Arizona · www.renalogic.com
Factor Law, Inc. 2020-08-18 - Buyout (LBO, MBO, MBI)
Chicago, Illinois · www.factor.law
Accolade, Inc. 2020-07-01 - IPO
Plymouth Meeting, Pennsylvania · www.accolade.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 4 (36%) - 10 (43%) -
Business Services 3 (27%) - 5 (22%) -
Internet Software and Services 3 (27%) - 5 (22%) -
Software - - 2 (9%) -
Education 1 (9%) - 1 (4%) -
Total 11 - 23 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (91%) - 22 (96%) -
  California 1 (9%) - 6 (26%) -
  Illinois 2 (18%) - 5 (22%) -
  New York 3 (27%) - 3 (13%) -
  Pennsylvania 1 (9%) - 3 (13%) -
  Arizona 2 (18%) - 2 (9%) -
  Virginia 1 (9%) - 2 (9%) -
  North Carolina - - 1 (4%) -
United Kingdom 1 (9%) - 1 (4%) -
Domestic 10 (91%) - 22 (96%) -
Cross-border 1 (9%) - 1 (4%) -
Total 11 - 23 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 5 (45%) - 10 (43%) -
Growth Capital 4 (36%) - 9 (39%) -
Buyout (LBO, MBO, MBI) 1 (9%) - 3 (13%) -
Divestiture 1 (9%) - 1 (4%) -
Total 11 - 23 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (30%) -
Merger 2 (20%) -
Secondary Sale 2 (20%) -
Trade Sale 2 (20%) -
IPO 1 (10%) -
Total 10 -

Top M&A Advisors

Legal Deals
Strategic Law Partners
 1

M&A Connections

Deals
Acquired from
Strategic(s)
4%
1 (4%)
Exited to
Investor(s)
20%
2 (20%)
Strategic(s)
60%
6 (60%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Established

2012

Specialist/Generalist

Specialist

Leadership

Marc McMorris

Co-CEO & Co-Chair Investment Committee

Jim Madden

Co-Founder & Managing Director

Mitchell Slodowitz

CFO & Managing Director

Chris Wenner

Managing Director

Steve Unterberger

Managing Director

FAQ

When was Carrick Capital Partners founded?

Carrick Capital Partners was founded in 2012.

What type of investor is Carrick Capital Partners?

Carrick Capital Partners is a growth capital firm.

Where is Carrick Capital Partners headquartered?

Carrick Capital Partners is headquartered in San Francisco, California.

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