Alaris Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Alaris Equity Partners has invested in 5 companies.

Alaris Equity Partners’ most common sectors for investment arebusiness services (28%) and construction (14%) . The Firm’s most common investment types include growth capital (64%) and stake purchase (14%). In total, Alaris Equity Partners has invested in 12 US states and 2 different countries.

In the last 3 years, Alaris Equity Partners has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity22
    • M&A Sell Activity3
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 4

Alaris Equity Partners

Alaris Equity Partners

Suite 250, 333 24th Avenue SW,
Calgary, Alberta T2S 3E6
Canada
(403) 221-7302
www.alarisequitypartners.com
businessdevelopment@alarisequity.com

Alaris Equity Partners is a private equity firm focused on non-control investments in lower-middle market North American companies. Alaris typically commits $10 to $100 million per transaction to support recapitalization, growth, buyout, and generational transfer investment situations. The Firm invests in a variety of industries including business services, healthcare services, industrial services, IT, and construction. Alaris Equity Partners was established in 2004 and is based in Calgary, Alberta.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Construction, Consumer Services, Financial Services, Healthcare Services, Information Technology, Marketing, Metals/Mining, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 15 2 3 1 1 - 22
Sell (0.6/yr) # - 1 1 1 - - 3
  25

Most Recent M&A

Company Date Value Type
The Shipyard LLC 2023-08-31 - Growth Capital
Columbus, Ohio · www.theshipyard.com
Sagamore Plumbing and Heating LLC 2022-11-08 - Growth Capital
Hingham, Massachusetts · www.sagamore.com
Falcon Master Holdings LLC 2022-10-04 - Trade Sale
Rockville, Maryland · www.fnctitle.com
Federal Resources Supply Co. 2021-10-26 - Trade Sale
Stevensville, Maryland · www.federalresources.com
Vehicle Leasing Holdings LLC 2021-06-28 - Stake Purchase
Dallas, Texas · www.dmautoleasing.com
3E LLC 2021-02-25 - Growth Capital
, United States · www.3einfrastructure.com
Falcon Master Holdings LLC 2021-01-07 - Stake Purchase
Rockville, Maryland · www.fnctitle.com
Edgewater Technical Associates LLC 2020-12-31 - Growth Capital
Los Alamos, New Mexico · www.edgewatertech.net
Carey Electric Contracting, Inc. 2020-06-16 - Stake Purchase
McHenry, Illinois · www.careyelectriccontracting.com
Sales Benchmark Index 2020-01-09 - Divestiture
Southlake, Texas · www.sbigrowth.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 5 (26%) - 6 (27%) -
Construction 3 (16%) - 3 (14%) -
Financial Services 1 (5%) - 2 (9%) -
Marketing 2 (11%) - 2 (9%) -
Metals/Mining 2 (11%) - 2 (9%) -
Automotive 1 (5%) - 1 (5%) -
Consumer Services 1 (5%) - 1 (5%) -
Defense - - 1 (5%) -
Healthcare Services 1 (5%) - 1 (5%) -
Information Technology 1 (5%) - 1 (5%) -
Transportation 1 (5%) - 1 (5%) -
Utilities 1 (5%) - 1 (5%) -
Total 19 - 22 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (84%) - 19 (86%) -
  Texas 3 (16%) - 4 (18%) -
  Maryland 1 (5%) - 3 (14%) -
  Massachusetts 2 (11%) - 2 (9%) -
  Washington 2 (11%) - 2 (9%) -
  Illinois 1 (5%) - 1 (5%) -
  Florida 1 (5%) - 1 (5%) -
  California 1 (5%) - 1 (5%) -
  Virginia 1 (5%) - 1 (5%) -
  Ohio 1 (5%) - 1 (5%) -
  New York 1 (5%) - 1 (5%) -
  New Mexico 1 (5%) - 1 (5%) -
Canada 3 (16%) - 3 (14%) -
  British Columbia 2 (11%) - 2 (9%) -
  Ontario 1 (5%) - 1 (5%) -
Total 19 - 22 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 14 (74%) - 14 (64%) -
Stake Purchase 2 (11%) - 3 (14%) -
Buyout (LBO, MBO, MBI) 2 (11%) - 2 (9%) -
Add-on Acquisition - - 1 (5%) -
Recapitalization 1 (5%) - 1 (5%) -
Secondary Buyout - - 1 (5%) -
Total 19 - 22 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
Divestiture 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Investor(s)
5%
1 (5%)
Exited to
Investor(s)
33%
1 (33%)
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2004

Specialist/Generalist

Generalist

Leadership

Steve King

Co-founder, CEO & President

Amanda Frazer

CFO

Gregg Delcourt

CIO

Mike Ervin

CLO & Corporate Secretary

Brandon Fagerheim

Director, Business Development

FAQ

When was Alaris Equity Partners founded?

Alaris Equity Partners was founded in 2004.

What type of investor is Alaris Equity Partners?

Alaris Equity Partners is a private equity firm.

Where is Alaris Equity Partners headquartered?

Alaris Equity Partners is headquartered in Calgary, Alberta.

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