Inverness Management Mergers and Acquisitions Summary

Private Equity Profile

Inverness Management’s most common sectors for investment are aerospace (28%) and insurance (28%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (82%) and special situations/distressed (19%). In total, Inverness Management has invested in 9 US states. Its largest (disclosed) acquisition occurred in 2004 when it acquired American Independent Companies for $45M.

In the last 3 years, Inverness Management has exited 1 company. The Firm’s most common exit type is trade sale (43%).

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M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity11
    • M&A Sell Activity7
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7

Inverness Management

21 Locust Avenue, Suite 1D,
New Canaan, Connecticut 06840
United States
(203) 966-4177
www.invernessmanagement.com
jcomis@invernessmanagement.com

Inverness Management is a private equity firm focused on providing funds for leveraged acquisitions, recapitalizations, and companies seeking additional capital. Inverness does not have an industry preference although prefers businesses with strong fundamentals but operating in out-of-favor sectors. The Firm's target transaction size is $50 to $200 million. Inverness Management is based in New Canaan, Connecticut.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Consumer Services, Distribution, Energy Services and Equipment, Financial Services, Insurance, Manufacturing, Media, Oil/Gas Exploration

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Recapitalization, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 50 -
Enterprise Value 50 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 11 - - - - - 11
vol $45M $45M
Sell (0.2/yr) # 6 - - - 1 - 7
  18

Most Recent M&A

Company Date Value Type
Payment Alliance International, Inc. 2019-03-01 - Secondary Buyout
Louisville, Kentucky · www.paymentallianceintl.com
Independent Insurance Investments, Inc. 2015-11-24 - Add-on Acquisition
Conshohocken, Pennsylvania
Kellstrom Aerospace Group, Inc. 2015-04-13 - Secondary Buyout
Roselle, Illinois · www.kellstromaerospace.com
Kellstrom Defense Aerospace, Inc. 2014-04-30 - Add-on Acquisition
El Segundo, California · www.kellstromdefense.com
Payment Alliance International, Inc. 2005-01-01 - Buyout (LBO, MBO, MBI)
Louisville, Kentucky · www.paymentallianceintl.com
Independent Insurance Investments, Inc. 2004-12-01 - Buyout (LBO, MBO, MBI)
Conshohocken, Pennsylvania
American Independent Companies, Inc. 2004-03-24 45M USD Buyout (LBO, MBO, MBI)
New York, New York · www.aiico.com
Kellstrom Defense Aerospace, Inc. 2002-02-20 - Special Situations/Distressed
El Segundo, California · www.kellstromdefense.com
Kellstrom Aerospace Group, Inc. 2002-02-20 - Special Situations/Distressed
Roselle, Illinois · www.kellstromaerospace.com
AMC Entertainment Holdings, Inc. 2000-01-01 - Buyout (LBO, MBO, MBI)
Leawood, Kansas · www.amctheatres.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance - - 3 (27%) 45M (100%)
Aerospace - - 3 (27%) -
Business Services - - 1 (9%) -
Energy Services and Equipment - - 1 (9%) -
Financial Services - - 1 (9%) -
Manufacturing - - 1 (9%) -
Media - - 1 (9%) -
Total - - 11 $45M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 11 (100%) 45M (100%)
  Texas - - 2 (18%) -
  Kentucky - - 2 (18%) -
  New York - - 1 (9%) 45M (100%)
  Pennsylvania - - 1 (9%) -
  North Carolina - - 1 (9%) -
  Kansas - - 1 (9%) -
  Indiana - - 1 (9%) -
  Illinois - - 1 (9%) -
  California - - 1 (9%) -
Total - - 11 $45M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 9 (82%) 45M (100%)
Special Situations/Distressed - - 2 (18%) -
Total - - 11 $45M

Exits by Deal Type

Type Total # Value
Trade Sale 4 (57%) -
Secondary Sale 3 (43%) -
Total 7 -

Deal Values

buy # Total
< $100M 1 $45M
TOTAL $45M
Largest American Independent Companies, Inc.
$45M (2004-03-24)

M&A Connections

Deals %
Exited to
PE Firm(s)
50%
3 50%
Strategic(s)
50%
3 50%

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