Carrick Capital Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

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

Carrick Capital Partners’ most common sectors for investment areinformation technology (43%) and internet software and services (32%) . The Firm’s most common investment types include growth capital (43%) and venture (43%). 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 7 companies. The Firm’s most common exit type is trade sale (38%).

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M&A Summary

  • M&A Total Activity27
    • M&A Buy Activity19
    • M&A Sell Activity8
  • Total Sectors Invested 4
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9
  • 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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (1.2/yr) # 13 4 - 1 1 - 19
Sell (1.4/yr) # 1 - 4 1 2 - 8
  27

Most Recent M&A

Company Date Value Type
Mavenlink, Inc. 2021-11-17 - Merger
Irvine, California · www.mavenlink.com
Saama Technologies, Inc. 2021-10-20 - Secondary Buyout
Campbell, California · www.saama.com
Renalogic 2021-03-03 - Growth Capital
Phoenix, Arizona · www.renalogic.com
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 4 (40%) - 8 (42%) -
Internet Software and Services 4 (40%) - 6 (32%) -
Business Services 2 (20%) - 4 (21%) -
Software - - 1 (5%) -
Total 10 - 19 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (90%) - 18 (95%) -
  California 3 (30%) - 7 (37%) -
  Illinois 1 (10%) - 4 (21%) -
  New York 2 (20%) - 2 (11%) -
  Pennsylvania - - 2 (11%) -
  Virginia 1 (10%) - 1 (5%) -
  North Carolina 1 (10%) - 1 (5%) -
  Arizona 1 (10%) - 1 (5%) -
United Kingdom 1 (10%) - 1 (5%) -
Domestic 9 (90%) - 18 (95%) -
Cross-border 1 (10%) - 1 (5%) -
Total 10 - 19 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (40%) - 8 (42%) -
Venture 5 (50%) - 8 (42%) -
Buyout (LBO, MBO, MBI) - - 2 (11%) -
Divestiture 1 (10%) - 1 (5%) -
Total 10 - 19 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (38%) -
Merger 2 (25%) -
Secondary Sale 2 (25%) -
IPO 1 (13%) -
Total 8 -

Top M&A Advisors

Legal Deals
Strategic Law Partners LLC
 1

M&A Connections

Deals
Acquired from
Strategic(s)
5%
1 (5%)
Exited to
Investor(s)
25%
2 (25%)
Strategic(s)
50%
4 (50%)

Investor Summary

Investor Type

Growth Capital Firm

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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