Escalate Capital Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

In the last 3 years, Escalate Capital Partners has acquired 2 companies. It has also invested in 2 others.

Escalate Capital Partners’ most common sectors for investment aresoftware (28%) and internet software and services (25%) . The Firm’s most common investment types include venture (41%) and growth capital (33%). In total, Escalate Capital Partners has invested in 15 US states. Its largest (disclosed) acquisition occurred in 2019 when it acquired Workfront for $280M.

In the last 3 years, Escalate Capital Partners has exited 4 companies. The Firm’s most common exit type is trade sale (59%). Escalate Capital Partners’ largest (disclosed) exit occurred in 2020 when it sold Workfront for $1.5B.

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M&A Summary

  • M&A Total Activity65
    • M&A Buy Activity37
    • M&A Sell Activity28
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 57

Escalate Capital Partners

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 $20 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 20
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.8/yr) # 33 - - 3 1 - 37
vol $280M $280M
Sell (2.0/yr) # 18 6 - - 4 - 28
vol $1.3B $565M $1.5B $3.4B
  65

Most Recent M&A

Company Date Value Type
Workfront, Inc. 2020-11-09 1.5B USD Add-on Acquisition
Lehi, Utah · www.workfront.com
Revionics, Inc. 2020-09-09 - Add-on Acquisition
Austin, Texas · www.revionics.com
Needle 2020-08-28 - Growth Capital
Lehi, Utah · www.needle.com
Motionsoft, Inc. 2020-08-24 - Add-on Acquisition
Rockville, Maryland · www.motionsoft.net
Accolade, Inc. 2020-07-01 - IPO
Plymouth Meeting, Pennsylvania · www.accolade.com
Coalfire Systems, Inc. 2019-12-13 - Secondary Buyout
Westminster, Colorado · www.coalfire.com
Entelo, Inc. 2019-09-25 - Venture
San Francisco, California · www.entelo.com
Workfront, Inc. 2019-03-13 280M USD Secondary Buyout
Lehi, Utah · www.workfront.com
Black Duck Software, Inc. 2017-11-02 565M USD Add-on Acquisition
Waltham, Massachusetts · www.blackducksoftware.com
Allconnect, Inc. 2017-09-07 - Add-on Acquisition
Atlanta, Georgia · www.allconnect.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
Software 8 (50%) - 10 (27%) -
Internet Software and Services 4 (25%) - 9 (24%) 280M (100%)
Information Technology 3 (19%) - 7 (19%) -
Marketing 1 (6%) - 3 (8%) -
Business Services - - 2 (5%) -
Communications - - 2 (5%) -
Digital Media - - 1 (3%) -
Financial Services - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Semiconductors - - 1 (3%) -
Total 16 - 37 $280M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (100%) - 37 (100%) 280M (100%)
  Texas 1 (6%) - 7 (19%) -
  Massachusetts 4 (25%) - 5 (14%) -
  California 2 (13%) - 4 (11%) -
  New York 2 (13%) - 3 (8%) -
  Utah 1 (6%) - 3 (8%) 280M (100%)
  Colorado 1 (6%) - 3 (8%) -
  Pennsylvania 1 (6%) - 2 (5%) -
  New Jersey 1 (6%) - 2 (5%) -
  Illinois 1 (6%) - 2 (5%) -
  Oregon 1 (6%) - 1 (3%) -
  Georgia 1 (6%) - 1 (3%) -
  Virginia - - 1 (3%) -
  Maryland - - 1 (3%) -
  Indiana - - 1 (3%) -
  Florida - - 1 (3%) -
Total 16 - 37 $280M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 5 (31%) - 15 (41%) -
Growth Capital 7 (44%) - 12 (32%) -
Buyout (LBO, MBO, MBI) 3 (19%) - 4 (11%) -
Secondary Buyout 1 (6%) - 3 (8%) 280M (100%)
PIPE - - 2 (5%) -
Recapitalization - - 1 (3%) -
Total 16 - 37 $280M

Exits by Deal Type

Type Total # Value
Trade Sale 10 (34%) 865M (25%)
Trade Sale - Public Company 7 (24%) 2.5B (75%)
IPO 6 (21%) -
Secondary Sale 3 (10%) -
Bankruptcy 1 (3%) -
Stake Sale 1 (3%) -
Unknown 1 (3%) -
Total 29 $3.4B

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 5 $1.9B
TOTAL $3.4B
Largest Workfront, Inc.
$1.5B (2020-11-09)

M&A Connections

Deals
Acquired from
Investor(s)
11%
4 (11%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
10%
3 (10%)
Strategic(s)
59%
17 (59%)

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