Carrick Capital Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Carrick Capital Partners has invested in 1 company.

Carrick Capital Partners’ most common sectors for investment are information technology (47%) and business services (20%). The Firm’s most common investment types include growth capital (47%) and venture (34%). In total, Carrick Capital Partners has invested in 6 US states.

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

Join Mergr to view Carrick Capital Partners’ full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity15
    • M&A Sell Activity4
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 1

Carrick Capital Partners LLC

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 it's 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 50%. Carrick Capital is based in San Francisco.


Investment Criteria

Sectors of Interest: Business Services, Internet Software and Services, Software

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

Geographic Preferences: West US

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.0/yr) # 10 2 1 2 - - 15
Sell (0.6/yr) # 1 - - - 3 - 4
  19

Most Recent M&A

Company Date Value Type
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
Infinia ML 2018-01-16 - Add-on Acquisition
Durham, North Carolina · www.infiniaml.com
Perfect Sense, Inc. 2017-01-13 - Venture
Reston, Virginia · www.perfectsensedigital.com
InstaMed Communications LLC 2016-09-26 - Venture
Philadelphia, Pennsylvania · www.instamed.com
Bay Dynamics, Inc. 2016-07-13 - Add-on Acquisition
San Francisco, California · www.baydynamics.com
LaunchPoint corp. 2015-08-19 - Growth Capital
Rolling Meadows, Illinois · www.launchpointcorporation.com
Complia Health 2015-08-06 - Growth Capital
Schaumburg, Illinois · www.compliahealth.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Procura Group 2014-05-21 Suncoast Solutions, Inc. 2016-07-07 2
Westmont, Illinois · www.goprocura.com Clearwater, Florida · www.sncoast.com
Procura Group 2014-05-21 Indura Software, Inc. 2015-03-12 1
Westmont, Illinois · www.goprocura.com San Rafael, California · www.igeasoftware.com

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (42%) - 7 (47%) -
Business Services 2 (17%) - 3 (20%) -
Internet Software and Services 3 (25%) - 3 (20%) -
Education 1 (8%) - 1 (7%) -
Software 1 (8%) - 1 (7%) -
Total 12 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 15 (100%) -
  California 5 (42%) - 6 (40%) -
  Illinois 3 (25%) - 4 (27%) -
  Pennsylvania 1 (8%) - 2 (13%) -
  Virginia 1 (8%) - 1 (7%) -
  North Carolina 1 (8%) - 1 (7%) -
  New York 1 (8%) - 1 (7%) -
Total 12 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 5 (42%) - 7 (47%) -
Venture 4 (33%) - 5 (33%) -
Add-on Acquisition 2 (17%) - 2 (13%) -
Buyout (LBO, MBO, MBI) 1 (8%) - 1 (7%) -
Total 12 - 15 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 2 (50%) -
Merger 1 (25%) -
Secondary Sale 1 (25%) -
Total 4 -

Top M&A Advisors

Legal Deals
Strategic Law Partners LLC
1

M&A Connections

Deals %
Exited to
PE Firm(s)
33%
1 33%
Strategic(s)
67%
2 67%

 Subscribe to unlock this and 148,969
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 3.8K Private Equity Firms
  • 136K M&A Transactions
  • 145K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.0K M&A Advisors
    (Investment Banks and Law Firms)
  • 38K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.