IA Capital Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, IA Capital Group has invested in 4 companies.

IA Capital Group’s most common sectors for investment are financial services (21%) and software (21%). The Firm’s most common investment types include venture (63%) and stake purchase (17%). In total, IA Capital Group has invested in 9 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2006 when it acquired BOLT Solutions for $12M.

In the last 3 years, IA Capital Group has exited 3 companies. The Firm’s most common exit type is trade sale (37%). IA Capital Group’s largest (disclosed) exit occurred in 2007 when it sold Talbot Holdings for $410M.

Join Mergr to view IA Capital Group’s full profile and discover more middle-market private equity firms just like it.

M&A Summary

  • M&A Total Activity35
    • M&A Buy Activity24
    • M&A Sell Activity11
  • Total Sectors Invested 7
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 11

IA Capital Group

419 Park Avenue South,
New York, New York 10016
United States
(212) 581-2000
www.interatlanticgroup.com
andrew_lerner@interatlanticgroup.com

Inter-Atlantic Group is a specialist private investment firm focused on opportunities within the financial and business services sectors. Specific sectors of interest include financial technology, banking, insurance, asset management and service providers to the financial services industry. The Firm primarily looks for opportunities based in the US. Inter-Atlantic was formed in 1992 and is based in New York City.


Investment Criteria

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

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

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

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 17 3 3 - 1 - 24
vol $18M $18M
Sell (0.6/yr) # 8 - 1 - 2 - 11
vol $410M $410M
  35

Most Recent M&A

Company Date Value Type
Advizr 2019-07-11 - Add-on Acquisition
New York, New York · www.advizr.com
Omnidian, Inc. 2019-06-25 - Venture
Seattle, Washington · www.omnidian.com
Hamilton Insurance Group, Ltd. 2019-06-10 - Stake Sale
Hamilton, Bermuda · www.hamiltoninsurancegroup.com
Financeit Canada, Inc. 2017-12-14 - Recapitalization
Toronto, Ontario · www.financeit.ca
Advizr 2017-06-22 - Venture
New York, New York · www.advizr.com
SURE, Inc. 2017-06-14 - Venture
New York, New York · www.sureapp.com
Wellthie, Inc. 2017-04-04 - Venture
New York, New York · www.wellthie.com
Snapsheet, Inc. 2016-10-14 - Venture
Chicago, Illinois · www.snapsheetapp.com
SmartAsset, Inc. 2016-09-08 - Venture
New York, New York · www.smartasset.com
LiftForward, Inc. 2016-04-04 - Venture
New York, New York · www.liftforward.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (15%) - 5 (21%) 12M (65%)
Financial Services 3 (23%) - 5 (21%) 3M (19%)
Business Services 1 (8%) - 4 (17%) 3M (17%)
Insurance 2 (15%) - 4 (17%) -
Internet Software and Services 2 (15%) - 3 (13%) -
Information Technology 2 (15%) - 2 (8%) -
Renewable Energy 1 (8%) - 1 (4%) -
Total 13 - 24 $18M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 22 (92%) 18M (100%)
  New York 6 (46%) - 8 (33%) 12M (65%)
  Illinois 3 (23%) - 3 (13%) -
  California 2 (15%) - 2 (8%) -
  New Jersey - - 2 (8%) 3M (19%)
  Colorado - - 2 (8%) 3M (17%)
  Texas - - 2 (8%) -
  Washington 1 (8%) - 1 (4%) -
  Florida 1 (8%) - 1 (4%) -
  Connecticut - - 1 (4%) -
Canada - - 1 (4%) -
  British Columbia - - 1 (4%) -
Bermuda - - 1 (4%) -
Domestic 13 (100%) - 22 (92%) 18M (100%)
Cross-border - - 2 (8%) -
Total 13 - 24 $18M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 9 (69%) - 15 (63%) 18M (100%)
Stake Purchase 2 (15%) - 4 (17%) -
Buyout (LBO, MBO, MBI) 1 (8%) - 2 (8%) -
Growth Capital 1 (8%) - 2 (8%) -
PIPE - - 1 (4%) -
Total 13 - 24 $18M

Exits by Deal Type

Type Total # Value
Trade Sale 5 (45%) 410M (100%)
IPO 2 (18%) -
Recapitalization 1 (9%) -
Secondary Sale 1 (9%) -
Stake Sale 1 (9%) -
Trade Sale - Public Company 1 (9%) -
Total 11 $410M

Deal Values

buy # Total
< $100M 3 $18M
TOTAL $18M
Largest BOLT Solutions, Inc.
$12M (2006-08-15)
sell # Total
$100M to $1B 1 $410M
TOTAL $410M
Largest Talbot Holdings Ltd.
$410M (2007-05-15)

M&A Connections

Deals %
Exited to
PE Firm(s)
33%
2 33%
Strategic(s)
67%
4 67%

 Subscribe to unlock this and 155,882
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

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
  • 4.0K Private Equity Firms
  • 144K M&A Transactions
  • 152K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.1K M&A Advisors
    (Investment Banks and Law Firms)
  • 45K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.