Greater Sum Ventures Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Greater Sum Ventures has acquired 2 companies. It has also invested in 3 others.

Greater Sum Ventures’ most common sectors for investment aresoftware (59%) and information technology (25%) . The Firm’s most common investment types include growth capital (59%) and buyout (lbo, mbo, mbi) (25%). In total, Greater Sum Ventures has invested in 3 US states.

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M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity12
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Greater Sum Ventures

Greater Sum Ventures

2035 Lakeside Centre Way, Suite 200,
Knoxville, Tennessee 37922
United States
(888) 534-4891
www.greatersumventures.com
info@greatersumventures.com

Greater Sum Ventures is a private equity firm focused on investing in US-based technology companies. Areas of interest include software, SaaS, technology-enabled information services, and technology-enabled business services. Prospective transaction situations include buyouts, growth capital financings, and recapitalizations. Greater Sum Ventures was formed in 2015 and is headquartered in Knoxville, Tennessee.


Investment Criteria

Sectors of Interest: Business Services, Information Services, Information Technology, Internet Software and Services, Software

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

Geographic Preferences: South US

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.6/yr) # 4 3 4 - - 1 12
Sell (0.0/yr) # - - - - - - 0
  12

Most Recent M&A

Company Date Value Type
Strax Intelligence Group LLC 2024-03-21 - Buyout (LBO, MBO, MBI)
Boca Raton, Florida · www.straxintelligence.com
PracticeTek 2021-12-06 - Recapitalization
San Diego, California · www.practicetek.com
Petvisor 2021-07-01 - Growth Capital
Orlando, Florida · www.petvisor.com
Owl Practice Suite 2021-02-01 - Growth Capital
Knoxville, Tennessee · www.owlpracticesuite.com
MedSuite 2021-01-01 - Growth Capital
Knoxville, Tennessee
Fattmerchant, Inc. 2020-12-01 - Growth Capital
Orlando, Florida · www.staxpayments.com
ProfitSolv Corp. 2020-05-01 - Growth Capital
Knoxville, Tennessee · www.profitsolv.com
Vehlo 2020-01-01 - Growth Capital
Knoxville, Tennessee · www.vehlo.com
LivTech 2019-01-01 - Buyout (LBO, MBO, MBI)
Knoxville, Tennessee · www.livtech.com
Transit Technologies 2019-01-01 - Buyout (LBO, MBO, MBI)
Knoxville, Tennessee · www.transit-technologies.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Community Brands Intermediate LLC 2017-04-12 Ministry Brands LLC 2021-11-05 1
St. Petersburg, Florida · www.communitybrands.com Lenoir City, Tennessee · www.ministrybrands.com

M&A by Sector

Sector Current # Value All-time # Value
Software 7 (58%) - 7 (58%) -
Information Technology 3 (25%) - 3 (25%) -
Internet Software and Services 2 (17%) - 2 (17%) -
Total 12 - 12 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 12 (100%) -
  Tennessee 7 (58%) - 7 (58%) -
  Florida 4 (33%) - 4 (33%) -
  California 1 (8%) - 1 (8%) -
Total 12 - 12 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 7 (58%) - 7 (58%) -
Buyout (LBO, MBO, MBI) 3 (25%) - 3 (25%) -
Consolidation 1 (8%) - 1 (8%) -
Recapitalization 1 (8%) - 1 (8%) -
Total 12 - 12 -

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2015

Specialist/Generalist

Specialist

Leadership

Ross Croley

CEO & Founder

Bill Nix

Founder & Managing Director

Lisa Stinnett

Founder & Managing Director

Mike Casas

Managing Director & General Counsel

Joe Pendergrass

Managing Director & Operating Partner

FAQ

When was Greater Sum Ventures founded?

Greater Sum Ventures was founded in 2015.

What type of investor is Greater Sum Ventures?

Greater Sum Ventures is a private equity firm.

Where is Greater Sum Ventures headquartered?

Greater Sum Ventures is headquartered in Knoxville, Tennessee.

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