Alerion Capital Group Mergers and Acquisitions Summary

Private Equity Firm Profile

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

Alerion Capital Group’s most common sectors for investment aretechnology hardware (25%) and information technology (25%) . The Firm’s most common investment types include growth capital (50%) and buyout (lbo, mbo, mbi) (25%). In total, Alerion Capital Group has invested in 5 US states. Its largest (disclosed) acquisition occurred in 2012 when it acquired Apex Microtechnology for $26M.

The Firm’s most common exit type is trade sale (72%). Alerion Capital Group’s largest (disclosed) exit occurred in 2016 when it sold KIOSK Information Systems for $105M.

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity8
    • M&A Sell Activity7
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 6

Alerion Capital Group

7702 East Doubletree Ranch Rd, Suite 350,
Scottsdale, Arizona 85258
United States
(480) 367-0900
www.alerion.com
jimunruh@alerion.com

Alerion Capital Group is a private equity group focused on investments in later-stage mid-market tech oriented businesses. Specific areas of interest include technology hardware, software and services, and technology enabled services. Prospective transaction types include recapitalizations, management led buyouts, leveraged buyouts, divestitures, and growth capital financings. The Firm seeks businesses valued between $5 and $50 million with revenues up to $100 million. Alerion prefers opportunities located in the Western US. Alerion Capital Group was established in 2000 and is based in Scottsdale, Arizona.


Investment Criteria

Sectors of Interest: Business Services, Communications, Electronics, Healthcare Services, Information Technology, Internet Software and Services, Semiconductors, Software, Technology Hardware, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization, Secondary Buyout

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

Transaction Criteria Min Max
Target Revenue 5 100
Target EBITDA 1 -
Investment Size - -
Enterprise Value 5 50
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 6 1 - - - 1 8
vol $26M $26M
Sell (0.0/yr) # 7 - - - - - 7
vol $221M $221M
  15

Most Recent M&A

Company Date Value Type
MAC Panel 2024-06-06 - Growth Capital
High Point, North Carolina · www.macpanel.com
MicroAge 2020-09-01 - Growth Capital
Phoenix, Arizona · www.microage.com
Apex Microtechnology Corp. 2018-11-28 - Trade Sale
Tucson, Arizona · www.apexanalog.com
ISONAS, Inc. 2018-06-28 - Trade Sale
Boulder, Colorado · www.isonas.com
KIOSK Information Systems, Inc. 2016-08-14 105M USD Trade Sale
Louisville, Colorado · www.kiosk.com
Navigator Business Solutions, Inc. 2016-03-24 - Growth Capital
Lehi, Utah · www.nbs-us.com
Steton Technology Group 2014-10-22 - Secondary Sale
Salt Lake City, Utah · www.rizepoint.com
ISONAS, Inc. 2014-10-06 - Growth Capital
Boulder, Colorado · www.isonas.com
VTI Instruments Corp. 2014-02-10 74M USD Trade Sale
Irvine, California · www.vtiinstruments.com
Apex Microtechnology Corp. 2012-08-22 26M USD Divestiture
Tucson, Arizona · www.apexanalog.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 1 (33%) - 2 (25%) -
Technology Hardware 1 (33%) - 2 (25%) -
Semiconductors - - 1 (13%) 26M (100%)
Internet Software and Services - - 1 (13%) -
Software 1 (33%) - 1 (13%) -
Test/Measurement Equipment - - 1 (13%) -
Total 3 - 8 $26M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 8 (100%) 26M (100%)
  Arizona 1 (33%) - 2 (25%) 26M (100%)
  Utah 1 (33%) - 2 (25%) -
  Colorado - - 2 (25%) -
  North Carolina 1 (33%) - 1 (13%) -
  California - - 1 (13%) -
Total 3 - 8 $26M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (100%) - 4 (50%) -
Buyout (LBO, MBO, MBI) - - 2 (25%) -
Divestiture - - 1 (13%) 26M (100%)
Recapitalization - - 1 (13%) -
Total 3 - 8 $26M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 5 (71%) 221M (100%)
Secondary Sale 1 (14%) -
Trade Sale 1 (14%) -
Total 7 $221M

Deal Values

buy # Total
< $100M 1 $26M
TOTAL $26M
Largest Apex Microtechnology Corp.
$26M (2012-08-22)
sell # Total
$100M to $1B 1 $105M
< $100M 2 $116M
TOTAL $221M
Largest KIOSK Information Systems, Inc.
$105M (2016-08-14)

M&A Connections

Deals
Acquired from
Strategic(s)
13%
1 (13%)
Exited to
Investor(s)
14%
1 (14%)
Strategic(s)
71%
5 (71%)

FAQ

When was Alerion Capital Group founded?

Alerion Capital Group was founded in 2000.

What type of investor is Alerion Capital Group?

Alerion Capital Group is a private equity firm.

Where is Alerion Capital Group headquartered?

Alerion Capital Group is headquartered in Scottsdale, Arizona.

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