Insignia Capital Group Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Insignia Capital Group’s most common sectors for investment arefood (37%) and information technology (37%) . The Firm’s most common investment types include growth capital (46%) and secondary buyout (28%). In total, Insignia Capital Group has invested in 8 US states.

In the last 3 years, Insignia Capital Group has exited 1 company. 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 Activity14
    • M&A Buy Activity11
    • 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

Insignia Capital Group LP

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 7 - 1 1 2 - 11
Sell (0.6/yr) # - 2 - 1 - - 3
vol $480M $1.2B $1.7B
  14

Most Recent M&A

Company Date Value Type
Chocolate Works 2023-09-01 - Secondary Buyout
Freeport, New York · www.chocolateworks.com
Dualboot Partners 2023-01-25 - Growth Capital
Charlotte, North Carolina · www.dualbootpartners.com
Fueled 2022-11-01 - Growth Capital
New York City, New York · www.fueled.com
WillowTree LLC 2022-10-27 1.2B USD Trade Sale
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 Trade Sale
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
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Food 3 (43%) - 4 (36%) -
Information Technology 2 (29%) - 4 (36%) -
Digital Media - - 1 (9%) -
Marketing 1 (14%) - 1 (9%) -
Retail 1 (14%) - 1 (9%) -
Total 7 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 11 (100%) -
  New York 2 (29%) - 2 (18%) -
  Washington 2 (29%) - 2 (18%) -
  California 1 (14%) - 2 (18%) -
  Oregon 1 (14%) - 1 (9%) -
  North Carolina 1 (14%) - 1 (9%) -
  Pennsylvania - - 1 (9%) -
  Virginia - - 1 (9%) -
  Texas - - 1 (9%) -
Total 7 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (57%) - 5 (45%) -
Secondary Buyout 1 (14%) - 3 (27%) -
Buyout (LBO, MBO, MBI) 2 (29%) - 2 (18%) -
Stake Purchase - - 1 (9%) -
Total 7 - 11 -

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
9

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)
27%
3 (27%)
Strategic(s)
9%
1 (9%)
Exited to
Strategic(s)
67%
2 (67%)

FAQ

When was Insignia Capital Group founded?

Insignia Capital Group was founded in 2011.

What type of investor is Insignia Capital Group?

Insignia Capital Group is a private equity firm.

Where is Insignia Capital Group headquartered?

Insignia Capital Group is headquartered in Walnut Creek, California.

How much capital does Insignia Capital Group have under management?

Insignia Capital Group has 1.3B USD under management.

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