Escalate Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

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

Escalate Capital’s most common sectors for investment areinternet software and services (29%) and software (24%) . The Firm’s most common investment types include venture (44%) and growth capital (34%). In total, Escalate Capital has invested in 17 US states. Its largest (disclosed) acquisition occurred in 2019 when it acquired Workfront for $280M.

In the last 3 years, Escalate Capital has exited 6 companies. The Firm’s most common exit type is trade sale (64%). Escalate Capital’s largest (disclosed) exit occurred in 2020 when it sold Workfront for $1.5B.

Join Mergr to view Escalate Capital’s full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity75
    • M&A Buy Activity39
    • M&A Sell Activity36
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 60

Escalate Capital

6300 Bridgepoint Parkway Building 1, Suite 480,
Austin, Texas 78701
United States
(512) 651-2100
www.escalatecapital.com
info@escalatecapital.com

Escalate Capital Partners is a private investment firm focused on providing capital to expansion and late-stage companies. The Firm focuses its investment activity within the technology, life sciences, and service-based industries. Prospective financing solutions include senior, subordinated and mezzanine debt. Escalate's target investment size is $5 to $30 million. Escalate Capital Partners has offices in Menlo Park, California and Austin, Texas.


Investment Criteria

Sectors of Interest: Consumer Services, Healthcare Services, Life Science, Medical Products, Software, Technology Hardware

Target Transaction Types: Growth Capital, Recapitalization, Acquisition Financing, PIPE

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

Transaction Criteria Min Max
Target Revenue - 10
Target EBITDA - -
Investment Size 5 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 37 1 1 - - - 39
vol $280M $280M
Sell (2.2/yr) # 25 5 2 4 - - 36
vol $1.9B $1.5B $200M $3.6B
  75

Most Recent M&A

Company Date Value Type
Brainyak, Inc. 2022-10-26 - Trade Sale
Denver, Colorado · www.gutcheckit.com
Entelo, Inc. 2022-08-10 - Trade Sale
San Francisco, California · www.entelo.com
Peerless Network, Inc. 2022-07-27 200M USD Trade Sale
Chicago, Illinois · www.peerlessnetwork.com
Needle 2022-01-01 - Trade Sale
Lehi, Utah · www.needle.com
Identity Theft Guard Solutions, Inc. 2021-12-20 - Trade Sale
Portland, Oregon · www.idx.us
NewsCred, Inc. 2021-12-01 - Trade Sale
New York, New York · www.welcomesoftware.com
ThreatQuotient, Inc. 2021-04-06 - Growth Capital
Reston, Virginia · www.threatq.com
Workfront, Inc. 2020-11-09 1.5B USD Trade Sale
Lehi, Utah · www.workfront.com
Revionics, Inc. 2020-09-09 - Trade Sale
Austin, Texas · www.revionics.com
Needle 2020-08-28 - Growth Capital
Lehi, Utah · www.needle.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Coalfire Systems, Inc. 2019-12-13 Denim Group Ltd. 2021-06-01 2
Westminster, Colorado · www.coalfire.com San Antonio, Texas · www.denimgroup.com

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 4 (40%) - 11 (28%) 280M (100%)
Software 2 (20%) - 9 (23%) -
Information Technology 2 (20%) - 7 (18%) -
Marketing 1 (10%) - 3 (8%) -
Business Services - - 2 (5%) -
Communications - - 2 (5%) -
Financial Services 1 (10%) - 2 (5%) -
Digital Media - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Semiconductors - - 1 (3%) -
Total 10 - 39 $280M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 39 (100%) 280M (100%)
  Texas - - 7 (18%) -
  California 1 (10%) - 4 (10%) -
  Massachusetts 1 (10%) - 4 (10%) -
  Colorado 1 (10%) - 3 (8%) -
  New York 1 (10%) - 3 (8%) -
  Utah - - 3 (8%) 280M (100%)
  Georgia 1 (10%) - 2 (5%) -
  Virginia 1 (10%) - 2 (5%) -
  Pennsylvania 1 (10%) - 2 (5%) -
  Illinois 1 (10%) - 2 (5%) -
  Arizona 1 (10%) - 1 (3%) -
  North Carolina 1 (10%) - 1 (3%) -
  Florida - - 1 (3%) -
  Oregon - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Maryland - - 1 (3%) -
  Indiana - - 1 (3%) -
Total 10 - 39 $280M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 5 (50%) - 17 (44%) -
Growth Capital 4 (40%) - 13 (33%) -
Secondary Buyout 1 (10%) - 3 (8%) 280M (100%)
Buyout (LBO, MBO, MBI) - - 3 (8%) -
PIPE - - 2 (5%) -
Recapitalization - - 1 (3%) -
Total 10 - 39 $280M

Exits by Deal Type

Type Total # Value
Trade Sale 16 (44%) 1.1B (30%)
Trade Sale - Public Company 7 (19%) 2.5B (70%)
IPO 6 (17%) -
Secondary Sale 3 (8%) -
Bankruptcy 2 (6%) -
Stake Sale 1 (3%) -
Unknown 1 (3%) -
Total 36 $3.6B

Deal Values

buy # Total
$100M to $1B 1 $280M
TOTAL $280M
Largest Workfront, Inc.
$280M (2019-03-13)
sell # Total
> $1B 1 $1.5B
$100M to $1B 6 $2.1B
TOTAL $3.6B
Largest Workfront, Inc.
$1.5B (2020-11-09)

M&A Connections

Deals
Acquired from
Investor(s)
10%
4 (10%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
8%
3 (8%)
Strategic(s)
64%
23 (64%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

830M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Ross Cockrell

Co-Founder & Managing Director

Simon James

CFO

Chris Julich

Managing Director

Tony Schell

Managing Director & General Partner

Travis Wood

Director

FAQ

When was Escalate Capital founded?

Escalate Capital was founded in 2005.

What type of investor is Escalate Capital?

Escalate Capital is a mezzanine finance firm.

Where is Escalate Capital headquartered?

Escalate Capital is headquartered in Austin, Texas.

How much capital does Escalate Capital have under management?

Escalate Capital has 830M USD under management.

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