Crestline Investors Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Crestline Investors has invested in 2 companies.

Crestline Investors’ most common sectors for investment areinformation technology (20%) and life science (10%) . The Firm’s most common investment types include growth capital (80%) and buyout (lbo, mbo, mbi) (10%). In total, Crestline Investors has invested in 6 US states and 4 different countries.

In the last 3 years, Crestline Investors has exited 3 companies. The Firm’s most common exit type is secondary buyout (100%). Crestline Investors’ largest (disclosed) exit occurred in 2023 when it sold NeXtWind Capital for $750M.

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity10
    • M&A Sell Activity3
  • Total Sectors Invested 9
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 4
  • M&A Advisors 1

Crestline Investors, Inc.

201 Main Street, Suite 1900,
Fort Worth, Texas 76102
United States
(817) 339-7600
www.crestlineinvestors.com

Crestline Investors is an alternative investment firm that specializes in credit and opportunistic investments, including financing and restructuring solutions for mature private equity funds. The Firm was formed in 1997 and is based in Forth Worth, Texas.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Manufacturing

Target Transaction Types: Buyout (LBO, MBO, MBI), Special Situations/Distressed, Acquisition Financing

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.4/yr) # 8 - 1 1 - - 10
Sell (0.6/yr) # - - 1 - 1 1 3
vol $750M $750M
  13

Most Recent M&A

Company Date Value Type
NeXtWind Capital Ltd. 2023-08-09 750M USD Secondary Sale
London, United Kingdom · www.nextwind.de
Ntiva, Inc. 2022-01-27 - Secondary Sale
Mclean, Virginia · www.ntiva.com
Genuine Health Group LLC 2021-09-20 - Growth Capital
Coral Gables, Florida · www.genuinehealthgroup.com
BroadVoice, Inc. 2020-12-17 - Growth Capital
Northridge, California · www.broadvoice.com
Quintes Holding 2020-07-20 - Secondary Sale
Culemborg, Netherlands · www.quintesholding.nl
Ironhorse Funding LLC 2018-06-06 - Growth Capital
Beverly, Massachusetts
Leading Pharma LLC 2017-12-28 - Growth Capital
Fairfield, New Jersey · www.leadingpharma.com
Quintes Holding 2017-10-03 - Growth Capital
Culemborg, Netherlands · www.quintesholding.nl
Gem Containers Ltd. 2017-09-12 - Growth Capital
Middlesex, United Kingdom · www.gemcontainers.com
eDynamic Learning 2017-05-17 - Growth Capital
Kelowna, British Columbia · www.edynamiclearning.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 1 (14%) - 2 (20%) -
Business Services 1 (14%) - 1 (10%) -
Communications 1 (14%) - 1 (10%) -
Education 1 (14%) - 1 (10%) -
Financial Services 1 (14%) - 1 (10%) -
Insurance - - 1 (10%) -
Life Science 1 (14%) - 1 (10%) -
Renewable Energy - - 1 (10%) -
Transportation 1 (14%) - 1 (10%) -
Total 7 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (71%) - 7 (70%) -
  Massachusetts 1 (14%) - 2 (20%) -
  Oregon 1 (14%) - 1 (10%) -
  New Jersey 1 (14%) - 1 (10%) -
  Florida 1 (14%) - 1 (10%) -
  California 1 (14%) - 1 (10%) -
  Virginia - - 1 (10%) -
United Kingdom 1 (14%) - 1 (10%) -
Canada 1 (14%) - 1 (10%) -
  British Columbia 1 (14%) - 1 (10%) -
Netherlands - - 1 (10%) -
Total 7 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (86%) - 8 (80%) -
Buyout (LBO, MBO, MBI) - - 1 (10%) -
Secondary Buyout 1 (14%) - 1 (10%) -
Total 7 - 10 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (100%) 750M (100%)
Total 3 $750M

Top M&A Advisors

Legal Deals
NautaDutilh N.V.
 1

Deal Values

sell # Total
$100M to $1B 1 $750M
TOTAL $750M
Largest NeXtWind Capital Ltd.
$750M (2023-08-09)

M&A Connections

Deals
Acquired from
Investor(s)
10%
1 (10%)
Exited to
Investor(s)
100%
3 (100%)

Investor Summary

Investor Type

Asset Manager

Size

Middle-Market

Established

1997

Specialist/Generalist

Generalist

Leadership

Douglas Bratton

Founding Partner & CIO, CEO

Camille Sassman

CFO

Alfonso Ramirez

Managing Director

Andrey Panna

Managing Director

Christopher Golio

Managing Director

FAQ

When was Crestline Investors, Inc. founded?

Crestline Investors, Inc. was founded in 1997.

What type of investor is Crestline Investors, Inc.?

Crestline Investors, Inc. is an asset manager.

Where is Crestline Investors, Inc. headquartered?

Crestline Investors, Inc. is headquartered in Fort Worth, Texas.

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