FTV Capital Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, FTV Capital has acquired 1 company. It has also invested in 18 others.

FTV Capital’s most common sectors for investment areinformation technology (24%) and software (21%) . The Firm’s most common investment types include growth capital (43%) and buyout (lbo, mbo, mbi) (33%). In total, FTV Capital has invested in 20 US states and 10 different countries. Its largest (disclosed) acquisition occurred in 1999 when it acquired Edelman Financial Engines for $85M.

In the last 3 years, FTV Capital has exited 7 companies. The Firm’s most common exit type is trade sale (68%). FTV Capital’s largest (disclosed) exit occurred in 2015 when it sold MarketShare Partners for $450M.

Join Mergr to view FTV Capital’s full profile and discover more large private equity firms just like it.

M&A Summary

  • M&A Total Activity148
    • M&A Buy Activity102
    • M&A Sell Activity46
  • Total Sectors Invested 10
  • Total Countries Invested 10
  • M&A Buy/Sell Connections 60
  • M&A Advisors 1

FTV Capital

555 California Street Suite 2850,
San Francisco, California 94104
United States
(415) 229-3000
www.ftvcapital.com
info@ftvcapital.com

FTV Management Company, L.P. (FTV Capital) is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.


Investment Criteria

Sectors of Interest: Business Services, Communications, Education, Financial Services, Information Technology, Insurance, Internet Software and Services, Marketing, Software, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue 10 100
Target EBITDA - -
Investment Size 10 85
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (4.8/yr) # 78 5 6 2 10 1 102
vol $126M $126M
Sell (2.0/yr) # 36 3 1 3 - 3 46
vol $2.1B $395M $75M $2.6B
  148

Most Recent M&A

Company Date Value Type
True Potential LLP 2021-09-09 - Secondary Buyout
Newcastle Upon Tyne, United Kingdom · www.tpllp.com
Riskalyze, Inc. 2021-08-25 - Recapitalization
Auburn, California · www.riskalyze.com
Vórtx 2021-03-23 - Growth Capital
Sao Paulo, Brazil · www.vortx.com.br
InvestCloud, Inc. 2021-02-02 - Secondary Buyout
West Hollywood, California · www.investcloud.com
Lean Staffing Solutions 2020-10-06 - Growth Capital
Coral Springs, Florida · www.leanstaffing.com
6 Degrees Health, Inc. 2020-09-09 - Growth Capital
Hillsboro, Oregon · www.6degreeshealth.com
Agiloft, Inc. 2020-08-17 - Growth Capital
Redwood City, California · www.agiloft.com
Derivative Path, Inc. 2020-06-24 - Growth Capital
Walnut Creek, California · www.derivativepath.com
Bought By Many Ltd. 2020-05-05 - Growth Capital
London, United Kingdom · www.boughtbymany.com
Docupace Technologies, Inc. 2020-04-28 - Secondary Buyout
Los Angeles, California · www.docupace.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 8 (22%) - 24 (24%) 41M (33%)
Software 6 (16%) - 21 (21%) -
Financial Services 5 (14%) - 19 (19%) 85M (67%)
Internet Software and Services 7 (19%) - 17 (17%) -
Business Services 6 (16%) - 15 (15%) -
Insurance 1 (3%) - 2 (2%) -
Digital Media 1 (3%) - 1 (1%) -
Healthcare Services 1 (3%) - 1 (1%) -
Marketing 1 (3%) - 1 (1%) -
Staffing 1 (3%) - 1 (1%) -
Total 37 - 102 $126M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 24 (65%) - 82 (80%) 126M (100%)
  California 4 (11%) - 22 (22%) 85M (67%)
  New York 6 (16%) - 11 (11%) -
  Illinois 2 (5%) - 9 (9%) -
  Washington 1 (3%) - 5 (5%) -
  Florida 3 (8%) - 4 (4%) -
  Texas 2 (5%) - 4 (4%) 41M (33%)
  Colorado 1 (3%) - 4 (4%) -
  Oregon 2 (5%) - 3 (3%) -
  Virginia 1 (3%) - 3 (3%) -
  Georgia - - 3 (3%) -
  Massachusetts - - 2 (2%) -
  Wisconsin - - 2 (2%) -
  Tennessee - - 2 (2%) -
  Pennsylvania - - 2 (2%) -
  Utah 1 (3%) - 1 (1%) -
  North Carolina 1 (3%) - 1 (1%) -
  Maine - - 1 (1%) -
  Connecticut - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Missouri - - 1 (1%) -
United Kingdom 5 (14%) - 9 (9%) -
Brazil 2 (5%) - 2 (2%) -
Ireland 2 (5%) - 2 (2%) -
Canada 1 (3%) - 2 (2%) -
  Ontario 1 (3%) - 2 (2%) -
China 1 (3%) - 1 (1%) -
India 1 (3%) - 1 (1%) -
Israel 1 (3%) - 1 (1%) -
Bermuda - - 1 (1%) -
Luxembourg - - 1 (1%) -
Domestic 24 (65%) - 82 (80%) 126M (100%)
Cross-border 13 (35%) - 20 (20%) -
Total 37 - 102 $126M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 32 (86%) - 43 (42%) -
Buyout (LBO, MBO, MBI) 1 (3%) - 33 (32%) 41M (33%)
Venture 3 (8%) - 23 (23%) 85M (67%)
Secondary Buyout 1 (3%) - 2 (2%) -
Stake Purchase - - 1 (1%) -
Total 37 - 102 $126M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 25 (54%) 2.6B (100%)
Trade Sale 12 (26%) -
IPO 4 (9%) -
Secondary Sale 3 (7%) -
Recapitalization 2 (4%) -
Total 46 $2.6B

Top M&A Advisors

Legal Deals
Kirkland & Ellis LLP
 2

Deal Values

buy # Total
< $100M 2 $126M
TOTAL $126M
Largest Edelman Financial Engines LLC
$85M (1999-12-16)
sell # Total
$100M to $1B 7 $2.3B
< $100M 7 $316M
TOTAL $2.6B
Largest MarketShare Partners LLC
$450M (2015-11-05)

M&A Connections

Deals
Acquired from
Investor(s)
2%
2 (2%)
Exited to
Investor(s)
11%
5 (11%)
Strategic(s)
67%
31 (67%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Large

PE Assets

4.0B USD

Established

1998

Specialist/Generalist

Generalist

Leadership

Richard Garman

Founding Partner

Brad Bernstein

Managing Partner

Robert Anderson

Partner

Ali Walker

Chief Talent Officer

Alex Mason

Partner

 Subscribe to unlock this and 171,438
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 161K M&A Transactions
  • 167K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.4K M&A Advisors
    (Investment Banks and Law Firms)
  • 59K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal