Insignia Capital Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Insignia Capital Group has invested in 1 company.

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 secondary buyout (25%). In total, Insignia Capital Group has invested in 6 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.

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

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 7 - 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 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
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
 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%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

358M USD

Established

2011

Specialist/Generalist

Generalist

Leadership

David Lowe

CEO & Founding Partner

Mel Deane

Founding Partner

Tony Broglio

Founding Partner

Jeremy Thatcher

Managing Director and Chief Financial Officer

Aaron Keller

Director

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 358M USD under management.

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