Insignia Capital Group Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Insignia Capital Group’s most common sectors for investment arefood (38%) and information technology (25%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (25%). In total, Insignia Capital Group has invested in 6 US states.

In the last 3 years, Insignia Capital Group has exited 3 companies. The Firm’s most common exit type is trade sale (67%). Insignia Capital Group’s largest (disclosed) exit occurred in 2022 when it sold WillowTree for $1.2B.

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity8
    • M&A Sell Activity3
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 1

Insignia Capital Group

1333 N. California Blvd, Suite 520,
Walnut Creek, California 94596
United States
(925) 399-8900
www.insigniacap.com
dlowe@insigniacap.com

Insignia Capital Group is a private equity firm focused on growth-oriented, lower middle-market companies throughout North America. The Firm targets profitable businesses with $5 to $30 million of EBITDA. Prospective transaction situations include management buyouts, corporate carve-outs, public-to-private transactions, build-ups, recapitalizations, growth equity investment,s and strategic minority investments. Insignia Capital was Insignia Capital Group was established in 2011 and is headquartered in Walnut Creek, California.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Consumer Products, Consumer Services, Digital Media, Distribution, E-Commerce, Food, Healthcare Services, Information Services, Information Technology, Insurance, Leisure, Life Science, Marketing, Media, Medical Products, Retail, Safety/Security, Staffing

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 30
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.8/yr) # 4 1 2 - 1 - 8
Sell (0.6/yr) # - - - 2 - 1 3
vol $480M $1.2B $1.7B
  11

Most Recent M&A

Company Date Value Type
WillowTree LLC 2022-10-27 1.2B USD Add-on Acquisition
Charlottesville, Virginia · www.willowtreeapps.com
New Engen, Inc. 2021-12-08 - Growth Capital
Seattle, Washington · www.newengen.com
Truco Enterprises LP 2020-11-12 480M USD Add-on Acquisition
Dallas, Texas · www.ontheborderchips.com
QuoteLab LLC 2020-10-27 - IPO
Los Angeles, California · www.mediaalpha.com
Netrush LLC 2019-10-03 - Growth Capital
Vancouver, Washington · www.netrush.com
QuoteLab LLC 2019-02-04 - Stake Purchase
Los Angeles, California · www.mediaalpha.com
WillowTree LLC 2018-10-09 - Growth Capital
Charlottesville, Virginia · www.willowtreeapps.com
Tillamook Country Smoker, Inc. 2017-05-23 - Buyout (LBO, MBO, MBI)
Bay City, Oregon · www.tcsjerky.com
Century Snacks 2016-07-20 - Buyout (LBO, MBO, MBI)
Commerce, California · www.centurysnacks.com
MNG Health LLC 2015-04-15 - Secondary Buyout
Bensalem, Pennsylvania · www.mnghealth.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Food 2 (50%) - 3 (38%) -
Information Technology - - 2 (25%) -
Digital Media - - 1 (13%) -
Marketing 1 (25%) - 1 (13%) -
Retail 1 (25%) - 1 (13%) -
Total 4 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (100%) - 8 (100%) -
  Washington 2 (50%) - 2 (25%) -
  California 1 (25%) - 2 (25%) -
  Oregon 1 (25%) - 1 (13%) -
  Virginia - - 1 (13%) -
  Texas - - 1 (13%) -
  Pennsylvania - - 1 (13%) -
Total 4 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (50%) - 3 (38%) -
Buyout (LBO, MBO, MBI) 2 (50%) - 2 (25%) -
Secondary Buyout - - 2 (25%) -
Stake Purchase - - 1 (13%) -
Total 4 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (33%) 1.2B (72%)
Trade Sale 1 (33%) 480M (28%)
IPO 1 (33%) -
Total 3 $1.7B

Top M&A Advisors

Legal Deals
Kirkland & Ellis LLP
8

Deal Values

sell # Total
> $1B 1 $1.2B
$100M to $1B 1 $480M
TOTAL $1.7B
Largest WillowTree LLC
$1.2B (2022-10-27)

M&A Connections

Deals
Acquired from
Investor(s)
25%
2 (25%)
Strategic(s)
13%
1 (13%)
Exited to
Strategic(s)
67%
2 (67%)

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