Everberg Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Everberg Capital has acquired 8 companies. It has also invested in 1 other.

Everberg Capital’s most common sectors for investment aretransportation (12%) and digital media (12%) . The Firm’s most common investment types include growth capital (34%) and secondary buyout (23%). In total, Everberg Capital has invested in 11 US states and 3 different countries.

In the last 3 years, Everberg Capital has exited 1 company. The Firm’s most common exit type is trade sale (100%). Everberg Capital’s largest (disclosed) exit occurred in 2023 when it sold Omni Logistics for $150M.

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity18
    • M&A Sell Activity1
  • Total Sectors Invested 16
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 13

Everberg Capital

Everberg Capital, LLC

589 Fifth Ave. Suite 1602,
New York, New York 10017
United States
(212)-390-9768
www.everbergcapital.com

Everberg Capital is a private investment firm that looks to partner with family-owned businesses, entrepreneurs, and financial sponsors with capital for acquisition financing, leveraged buyouts, growth opportunities, and recapitalizations. Broad areas of interest include industrials, business services, consumer products/services, and healthcare. Everberg can invest across the capital structure and seeks to commit $10 to $100 million per transaction. Everberg Capital was formed in 2019 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Agriculture, Business Services, Consumer Products, Consumer Services, Digital Media, Distribution, Education, Food, Franchising, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Machinery, Manufacturing, Marketing, Media, Medical Products, Plastics, Software, Technology Hardware, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 10 75
Investment Size 10 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (2.2/yr) # 7 2 3 4 2 - 18
Sell (0.2/yr) # - - - - - 1 1
vol $150M $150M
  19

Most Recent M&A

Company Date Value Type
Omni Logistics LLC 2023-08-10 150M USD Trade Sale
Coppell, Texas · www.omnilogistics.com
Veyo LLC 2022-06-08 - Add-on Acquisition
San Diego, California · www.veyo.com
GoAuto LLC 2022-05-26 - Add-on Acquisition
Baton Rouge, Louisiana · www.goautoinsurance.com
Swyft Filings LLC 2021-12-01 - Buyout (LBO, MBO, MBI)
Dover, Delaware · www.swyftfilings.com
Career Step LLC 2021-10-13 - Add-on Acquisition
Lehi, Utah · www.careerstep.com
Atlas Vineyard Management LLC 2021-05-28 - Growth Capital
Napa, California · www.atlasvm.com
CIS Secure Computing, Inc. 2021-04-20 - Secondary Buyout
Ashburn, Virginia · www.cissecure.com
Alliance Spacesystems LLC 2020-09-02 - Divestiture
Los Alamitos, California · www.alliancespacesystems.com
Signal 88 LLC 2020-06-01 - Secondary Buyout
Omaha, Nebraska · www.signal88.com
Omni Logistics LLC 2020-01-01 - Buyout (LBO, MBO, MBI)
Coppell, Texas · www.omnilogistics.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CIS Secure Computing, Inc. 2021-04-20 Intrepid Solutions and Services, Inc. 2022-08-03 1
Ashburn, Virginia · www.cissecure.com Herndon, Virginia · www.intrepidsolutions.com
Penn Foster 2018-05-01 Career Step LLC 2021-10-13 3
Scranton, Pennsylvania · www.pennfoster.edu Lehi, Utah · www.careerstep.com
Penn Foster 2018-05-01 Ashworth College 2019-02-06 2
Scranton, Pennsylvania · www.pennfoster.edu Norcross, Georgia · www.ashworthcollege.edu
Dental Care Alliance LLC 2015-07-06 NorthEast Dental Management LLC 2016-01-07 2
Sarasota, Florida · www.dentalcarealliance.net Roselle Park, New Jersey · www.nedentalmanagement.com
Interface Security Systems LLC 2005-09-26 Westec Intelligent Surveillance, Inc. 2012-03-28 1
Earth City, Missouri · www.interfacesystems.com Plano, Texas · ww.westec.net

M&A by Sector

Sector Current # Value All-time # Value
Digital Media 2 (12%) - 2 (11%) -
Transportation 1 (6%) - 2 (11%) -
Aerospace 1 (6%) - 1 (6%) -
Agriculture 1 (6%) - 1 (6%) -
Business Services 1 (6%) - 1 (6%) -
Education 1 (6%) - 1 (6%) -
Franchising 1 (6%) - 1 (6%) -
Healthcare Services 1 (6%) - 1 (6%) -
Information Technology 1 (6%) - 1 (6%) -
Insurance 1 (6%) - 1 (6%) -
Internet Software and Services 1 (6%) - 1 (6%) -
Marketing 1 (6%) - 1 (6%) -
Media 1 (6%) - 1 (6%) -
Plastics 1 (6%) - 1 (6%) -
Software 1 (6%) - 1 (6%) -
Technology Hardware 1 (6%) - 1 (6%) -
Total 17 - 18 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (88%) - 16 (89%) -
  California 5 (29%) - 5 (28%) -
  Texas 1 (6%) - 2 (11%) -
  Virginia 1 (6%) - 1 (6%) -
  Utah 1 (6%) - 1 (6%) -
  Pennsylvania 1 (6%) - 1 (6%) -
  New Jersey 1 (6%) - 1 (6%) -
  Nebraska 1 (6%) - 1 (6%) -
  Missouri 1 (6%) - 1 (6%) -
  Louisiana 1 (6%) - 1 (6%) -
  Florida 1 (6%) - 1 (6%) -
  Delaware 1 (6%) - 1 (6%) -
United Kingdom 1 (6%) - 1 (6%) -
Canada 1 (6%) - 1 (6%) -
  Ontario 1 (6%) - 1 (6%) -
Total 17 - 18 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (35%) - 6 (33%) -
Secondary Buyout 4 (24%) - 4 (22%) -
Add-on Acquisition 3 (18%) - 3 (17%) -
Buyout (LBO, MBO, MBI) 2 (12%) - 3 (17%) -
Divestiture 1 (6%) - 1 (6%) -
Recapitalization 1 (6%) - 1 (6%) -
Total 17 - 18 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) 150M (100%)
Total 1 $150M

Deal Values

sell # Total
$100M to $1B 1 $150M
TOTAL $150M
Largest Omni Logistics LLC
$150M (2023-08-10)

M&A Connections

Deals
Acquired from
Investor(s)
39%
7 (39%)
Strategic(s)
6%
1 (6%)
Exited to
Strategic(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2019

Specialist/Generalist

Generalist

Leadership

Scott Siegel

Managing Partner & Member of the Investment Committee

Ryan Chan

CFO

David Horowitz

Partner & Member of the Investment Committee

Chris Theodoridis

COO & General Counsel

Paola Yawney

Head of Business Development

FAQ

When was Everberg Capital founded?

Everberg Capital was founded in 2019.

What type of investor is Everberg Capital?

Everberg Capital is a private equity firm.

Where is Everberg Capital headquartered?

Everberg Capital is headquartered in New York, New York.

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