Clarion Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Clarion Capital Partners has invested in 3 companies.

Clarion Capital Partners’ most common sectors for investment arestaffing (14%) and business services (14%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (32%). In total, Clarion Capital Partners has invested in 13 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2003 when it acquired U.S. Nursing for $114M.

In the last 3 years, Clarion Capital Partners has exited 3 companies. The Firm’s most common exit type is trade sale (63%). Clarion Capital Partners’ largest (disclosed) exit occurred in 2023 when it sold Ametros Financial for $350M.

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M&A Summary

  • M&A Total Activity38
    • M&A Buy Activity22
    • M&A Sell Activity16
  • Total Sectors Invested 11
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 17
  • M&A Advisors 11

Clarion Capital Partners

527 Madison Ave., 10th Floor,
New York, New York 10022
United States
(212) 821-0111
www.clarion-capital.com
mutay@clarion-capital.com

Clarion Capital Partners is a private equity investment firm that invests in middle-market, growth-oriented companies with and an enterprise value of $50 to $200 million and EBITDA greater than $7.5 million. Target industries include consumer products, business and healthcare services, specialty financial services, specialty retail, and niche media/entertainment. Clarion seeks companies requiring an equity investment of $15 to $75 million in a broad range of investment structures including: growth equity, recapitalizations, and leveraged buyouts. Clarion Capital was formed in 1999 and is based in New York City.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Consumer Products, Consumer Services, Digital Media, Distribution, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Leisure, Life Science, Marketing, Media, Medical Products, Restaurants, Retail, Software, Staffing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout

Geographic Preferences: East US, Midwest US, South US, West US, Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 8 -
Investment Size 15 75
Enterprise Value 50 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 19 - 1 - 1 1 22
vol $114M $114M
Sell (1.0/yr) # 11 2 - 2 1 - 16
vol $200M $350M $550M
  38

Most Recent M&A

Company Date Value Type
Narrative Strategies LLC 2024-02-15 - Stake Purchase
Washington, District of Columbia · www.narrativedc.com
Ametros Financial Corp. 2023-12-14 350M USD Trade Sale
Burlington, Massachusetts · www.ametros.com
Vin Di Bona Productions 2023-01-23 - Growth Capital
Los Angeles, California · www.vindibonaproductions.com
Madison Logic, Inc. 2022-12-29 - Secondary Sale
New York, New York · www.madisonlogic.com
SQAD LLC 2022-04-16 - Trade Sale
Tarrytown, New York · www.sqad.com
Ad.net, Inc. 2021-06-07 - Growth Capital
Los Angeles, California · www.ad.net
Lenox Corp. 2020-10-19 - Secondary Sale
Bristol, Pennsylvania · www.lenox.com
AML RightSource 2020-09-22 - Secondary Sale
Cleveland, Ohio · www.amlrightsource.com
Harris & Harris 2019-10-15 - Growth Capital
Chicago, Illinois · www.harriscollect.com
Premiere Digital Services, Inc. 2018-10-22 - Buyout (LBO, MBO, MBI)
Los Angeles, California · www.premieredigital.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Staffing - - 3 (14%) 114M (100%)
Business Services 1 (17%) - 3 (14%) -
Marketing 2 (33%) - 3 (14%) -
Consumer Products - - 2 (9%) -
Information Technology - - 2 (9%) -
Insurance - - 2 (9%) -
Internet Software and Services 1 (17%) - 2 (9%) -
Media 1 (17%) - 2 (9%) -
Consumer Services 1 (17%) - 1 (5%) -
Restaurants - - 1 (5%) -
Retail - - 1 (5%) -
Total 6 - 22 $114M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 21 (95%) 114M (100%)
  California 3 (50%) - 3 (14%) -
  New York - - 3 (14%) -
  Colorado - - 2 (9%) 114M (100%)
  Minnesota - - 2 (9%) -
  Massachusetts - - 2 (9%) -
  Pennsylvania - - 2 (9%) -
  Illinois 1 (17%) - 1 (5%) -
  District of Columbia 1 (17%) - 1 (5%) -
  Georgia - - 1 (5%) -
  Tennessee - - 1 (5%) -
  Ohio - - 1 (5%) -
  North Carolina - - 1 (5%) -
Czech Republic - - 1 (5%) -
Domestic 6 (100%) - 21 (95%) 114M (100%)
Cross-border - - 1 (5%) -
Total 6 - 22 $114M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (17%) - 11 (50%) 114M (100%)
Growth Capital 3 (50%) - 7 (32%) -
Add-on Acquisition 1 (17%) - 1 (5%) -
Divestiture - - 1 (5%) -
Special Situations/Distressed - - 1 (5%) -
Stake Purchase 1 (17%) - 1 (5%) -
Total 6 - 22 $114M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 5 (31%) 440M (80%)
Trade Sale 5 (31%) 110M (20%)
Secondary Sale 4 (25%) -
Bankruptcy 1 (6%) -
IPO 1 (6%) -
Total 16 $550M

Top M&A Advisors

Financial Deals
William Blair
 1
Lincoln International
 1
Legal Deals
Mintz Levin Cohn Ferris Glovsky and Popeo PC
 5
Brownstein
 4
Paul, Weiss, Rifkind, Wharton & Garrison
 2

Deal Values

buy # Total
$100M to $1B 1 $114M
TOTAL $114M
Largest U.S. Nursing Corp.
$114M (2003-08-04)
sell # Total
$100M to $1B 2 $460M
< $100M 1 $90M
TOTAL $550M
Largest Ametros Financial Corp.
$350M (2023-12-14)

M&A Connections

Deals
Acquired from
Strategic(s)
9%
2 (9%)
Exited to
Investor(s)
25%
4 (25%)
Strategic(s)
63%
10 (63%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1999

Specialist/Generalist

Generalist

Leadership

Marc Utay

Managing Partner

Janice Chan

CFO

David Ragins

Managing Director

Jonathan Haas

Managing Director

Doug Mellinger

Managing Director & Head of Marketing

FAQ

When was Clarion Capital Partners founded?

Clarion Capital Partners was founded in 1999.

What type of investor is Clarion Capital Partners?

Clarion Capital Partners is a private equity firm.

Where is Clarion Capital Partners headquartered?

Clarion Capital Partners is headquartered in New York, New York.

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