Cornerstone Holdings Mergers and Acquisitions Summary

Family Office Profile

Cornerstone Holdings’ most common sectors for investment areenergy services and equipment (29%) and communications (29%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (29%). In total, Cornerstone Holdings has invested in 7 US states. Its largest (disclosed) acquisition occurred in 2006 when it acquired Pegasus Tower Development for $20M.

In the last 3 years, Cornerstone Holdings has exited 1 company. The Firm’s most common exit type is trade sale (75%). Cornerstone Holdings’ largest (disclosed) exit occurred in 2007 when it sold Speakeasy for $97M.

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity7
    • M&A Sell Activity8
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10

Cornerstone Holdings

Cornerstone Holdings LLC

1821 Blake Street Suite 200,
Denver, Colorado 80202
United States
(303) 410-2510
www.cstoneholdings.com

Cornerstone Holdings is a family backed private investment firm focused on direct company investments as well as real estate opportunities. Within its direct investment practice, Cornerstone generally targets growth oriented companies with $2 to $40 million of sales and $1 to $5 million of EBITDA. The Firm's target investment size is $4 to $15 million. Cornerstone prefers prefers majority equity ownership positions or outright control when investing. Prospective transaction situation includes recapitalizations, LBOs, MBOs, and growth capital financings. Cornerstone Holdings is based in Denver, Colorado.


Investment Criteria

Sectors of Interest: Business Services, Communications, Energy Services and Equipment, Financial Services, Food, Information Technology, Oil/Gas Exploration, Software

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

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

Transaction Criteria Min Max
Target Revenue 2 40
Target EBITDA 1 15
Investment Size 4 15
Enterprise Value 5 60
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 7 - - - - - 7
vol $20M $20M
Sell (0.2/yr) # 7 - 1 - - - 8
vol $164M $164M
  15

Most Recent M&A

Company Date Value Type
CreditSights, Inc. 2021-01-14 - Trade Sale
New York, New York · www.creditsights.com
Pegasus Tower Development Co. LLC 2012-12-04 - Trade Sale
Tazewell, Virginia · www.pegasustower.com
ITG Investment Research LLC 2010-10-25 56M USD Trade Sale
New York, New York
Silver Creek Systems, Inc. 2010-01-04 - Trade Sale
Westminster, Colorado · www.silvercreeksystems.com
Summit Energy Services, Inc. 2007-09-07 - Recapitalization
Louisville, Kentucky · www.summitenergy.com
Zavata, Inc. 2007-08-30 11M INR Trade Sale
Conshohocken, Pennsylvania · www.apollohealthstreet.com
Speakeasy, Inc. 2007-03-27 97M USD Trade Sale
Seattle, Washington · www.speakeasy.net
Magna Energy Services LLC 2007-01-01 - Buyout (LBO, MBO, MBI)
Gillette, Wyoming · www.magnaes.com
Pegasus Tower Development Co. LLC 2006-06-02 20M USD Buyout (LBO, MBO, MBI)
Tazewell, Virginia · www.pegasustower.com
Tachyon, Inc. 2005-06-01 - Venture
San Diego, California · www.tachyon.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Communications - - 2 (29%) 20M (100%)
Energy Services and Equipment - - 2 (29%) -
Business Services - - 1 (14%) -
Food - - 1 (14%) -
Information Technology - - 1 (14%) -
Total - - 7 $20M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 7 (100%) 20M (100%)
  Virginia - - 1 (14%) 20M (100%)
  Wyoming - - 1 (14%) -
  Washington - - 1 (14%) -
  Pennsylvania - - 1 (14%) -
  Kentucky - - 1 (14%) -
  Colorado - - 1 (14%) -
  California - - 1 (14%) -
Total - - 7 $20M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 3 (43%) 20M (100%)
Growth Capital - - 2 (29%) -
Venture - - 2 (29%) -
Total - - 7 $20M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 4 (50%) 153M (94%)
Trade Sale 2 (25%) 11M (6%)
IPO 1 (13%) -
Recapitalization 1 (13%) -
Total 8 $164M

Deal Values

buy # Total
< $100M 1 $20M
TOTAL $20M
Largest Pegasus Tower Development Co. LLC
$20M (2006-06-02)
sell # Total
< $100M 3 $164M
TOTAL $164M
Largest Speakeasy, Inc.
$97M (2007-03-27)

M&A Connections

Deals
Exited to
Investor(s)
13%
1 (13%)
Strategic(s)
75%
6 (75%)

FAQ

What type of investor is Cornerstone Holdings?

Cornerstone Holdings is a family office.

Where is Cornerstone Holdings headquartered?

Cornerstone Holdings is headquartered in Denver, Colorado.

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