Aequitas Capital Management Mergers and Acquisitions Summary

Private Equity Firm Profile

Aequitas Capital Management’s most common sectors for investment areagriculture (34%) and financial services (34%) . The Firm’s most common investment types include growth capital (34%) and pipe (34%). In total, Aequitas Capital Management has invested in 3 US states.

The Firm’s most common exit type is trade sale (50%). Aequitas Capital Management’s largest (disclosed) exit occurred in 2017 when it sold Independence Bancshares for $11M.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity3
    • M&A Sell Activity4
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2

Aequitas Capital Management

5300 Meadows Road, Suite 400 ,
Lake Oswego, Oregon 97035
United States
(503) 419-3500
www.aequitascapital.com

Aequitas Capital was a diversified financial services company that creates alternative investments including private equity, private credit and specialty finance. The Firm looked for opportunities in underserved sectors including healthcare, education, and financial services. In 2016, Aequitas entered receivership for allegations of securities fraud. The Firm was originally formed in 1993.


Investment Criteria

Sectors of Interest: Education, Financial Services, Healthcare Services

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

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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # 4 - - - - - 4
vol $11M $11M
  7

Most Recent M&A

Company Date Value Type
Independence Bancshares, Inc. (dba nD bancgroup) 2017-09-25 11M USD Trade Sale
Greenville, South Carolina · www.independencenb.com
CarePayment Technologies, Inc. 2017-03-13 - Secondary Sale
Beaverton, Oregon · www.carepayment.com
Skagit Gardens, Inc. 2016-06-16 - Bankruptcy
Mount Vernon, Washington · www.skagitgardens.com
Independence Bancshares, Inc. (dba nD bancgroup) 2015-07-24 - PIPE
Greenville, South Carolina · www.independencenb.com
CarePayment Technologies, Inc. 2014-05-13 - Growth Capital
Beaverton, Oregon · www.carepayment.com
Unigo Group 2014-05-06 - Trade Sale
Lake Oswego, Oregon · www.unigo.com
Skagit Gardens, Inc. 2008-07-10 - Secondary Buyout
Mount Vernon, Washington · www.skagitgardens.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Agriculture - - 1 (33%) -
Financial Services - - 1 (33%) -
Information Technology - - 1 (33%) -
Total - - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 3 (100%) -
  Washington - - 1 (33%) -
  South Carolina - - 1 (33%) -
  Oregon - - 1 (33%) -
Total - - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 1 (33%) -
PIPE - - 1 (33%) -
Secondary Buyout - - 1 (33%) -
Total - - 3 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (50%) 11M (100%)
Bankruptcy 1 (25%) -
Secondary Sale 1 (25%) -
Total 4 $11M

Deal Values

sell # Total
< $100M 1 $11M
TOTAL $11M
Largest Independence Bancshares, Inc. (dba nD bancgroup)
$11M (2017-09-25)

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)
Exited to
Investor(s)
25%
1 (25%)
Strategic(s)
50%
2 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

1993

Specialist/Generalist

Generalist

FAQ

When was Aequitas Capital Management founded?

Aequitas Capital Management was founded in 1993.

What type of investor is Aequitas Capital Management?

Aequitas Capital Management is a private equity firm.

Where is Aequitas Capital Management headquartered?

Aequitas Capital Management is headquartered in Lake Oswego, Oregon.

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