Apogem Capital Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Apogem Capital has acquired 2 companies. It has also invested in 3 others.

Apogem Capital’s most common sectors for investment aresoftware (9%) and manufacturing (8%) . The Firm’s most common investment types include secondary buyout (35%) and buyout (lbo, mbo, mbi) (32%). In total, Apogem Capital has invested in 29 US states. Its largest (disclosed) acquisition occurred in 2009 when it acquired 180 Medical for $321M.

In the last 3 years, Apogem Capital has exited 12 companies. The Firm’s most common exit type is secondary buyout (49%). Apogem Capital’s largest (disclosed) exit occurred in 2021 when it sold T2 Systems for $356M.

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M&A Summary

  • M&A Total Activity121
    • M&A Buy Activity69
    • M&A Sell Activity52
  • Total Sectors Invested 29
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 67
  • M&A Advisors 1

Apogem Capital

299 Park Avenue, 37th Floor,
New York, New York 10171
United States
(212) 601-3600
www.apogemcapital.com

Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Consumer Products, Consumer Services, Defense, Distribution, Healthcare Services, Information Services, Insurance, Machinery, Manufacturing, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Acquisition Financing, Secondary Buyout, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Nordic

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 62 2 2 1 2 - 69
vol $924M $924M
Sell (2.8/yr) # 38 2 3 4 2 3 52
vol $802M $250M $356M $255M $1.7B
  121

Most Recent M&A

Company Date Value Type
DirectMed Imaging 2024-10-15 - Secondary Sale
Poway, California · www.directmedparts.com
TPC Wire & Cable Corp. 2024-02-08 - Trade Sale
Macedonia, Ohio · www.tpcwire.com
Lone Peak Dental Group 2024-01-31 - Secondary Sale
Englewood, Colorado · www.lonepeakdentalgroup.com
TIPCO Technologies 2023-12-05 - Growth Capital
Owings Mills, Maryland · www.tipcotech.com
Elgin Fastener Group LLC 2023-09-11 - Trade Sale
Wheeling, Illinois · www.elginfasteners.com
American Landscaping Partners LLC 2023-08-29 - Secondary Buyout
Brentwood, Tennessee · www.americanlandscapingpartners.com
National Auto Care Corp. 2023-01-03 - Trade Sale
Westerville, Ohio · www.nationalautocare.com
Parker Food Group 2022-08-11 - Secondary Sale
Fort Worth, Texas · www.parkerfoodgroup.com
APEX Analytix LLC 2022-06-06 - Secondary Sale
Greensboro, North Carolina · www.apexanalytix.com
Auto Vehicle Parts LLC 2022-05-09 - Secondary Sale
Cold Spring, Kentucky · www.auveco.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (17%) - 6 (9%) -
Medical Products - - 5 (7%) 366M (40%)
Manufacturing 2 (17%) - 5 (7%) -
Automotive - - 4 (6%) -
Business Services 2 (17%) - 4 (6%) -
Electrical Equipment - - 4 (6%) -
Healthcare Services 1 (8%) - 4 (6%) -
Consumer Products - - 3 (4%) 135M (15%)
Distribution 1 (8%) - 3 (4%) -
Internet Software and Services 1 (8%) - 3 (4%) -
Safety/Security - - 3 (4%) -
Insurance 1 (8%) - 2 (3%) 250M (27%)
Packaging - - 2 (3%) 173M (19%)
Chemicals - - 2 (3%) -
Consumer Services 1 (8%) - 2 (3%) -
Financial Services 1 (8%) - 2 (3%) -
Machinery - - 2 (3%) -
Plastics - - 2 (3%) -
Building Materials - - 1 (1%) -
Defense - - 1 (1%) -
Environmental - - 1 (1%) -
Food - - 1 (1%) -
Information Technology - - 1 (1%) -
Life Science - - 1 (1%) -
Marketing - - 1 (1%) -
Media - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Test/Measurement Equipment - - 1 (1%) -
Total 12 - 69 $924M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 12 (100%) - 69 (100%) 924M (100%)
  New Jersey 1 (8%) - 7 (10%) 250M (27%)
  Illinois - - 7 (10%) 173M (19%)
  Ohio - - 6 (9%) -
  Florida 1 (8%) - 5 (7%) 45M (5%)
  California 1 (8%) - 4 (6%) -
  Colorado 1 (8%) - 3 (4%) -
  Oklahoma - - 3 (4%) 321M (35%)
  Pennsylvania - - 3 (4%) -
  Nebraska 2 (17%) - 2 (3%) -
  Virginia 1 (8%) - 2 (3%) -
  Tennessee 1 (8%) - 2 (3%) -
  New York 1 (8%) - 2 (3%) -
  Minnesota 1 (8%) - 2 (3%) -
  Maryland 1 (8%) - 2 (3%) -
  Texas - - 2 (3%) -
  North Carolina - - 2 (3%) -
  Massachusetts - - 2 (3%) -
  Kentucky - - 2 (3%) -
  Utah 1 (8%) - 1 (1%) -
  Connecticut - - 1 (1%) 135M (15%)
  Wisconsin - - 1 (1%) -
  South Carolina - - 1 (1%) -
  Oregon - - 1 (1%) -
  Missouri - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Michigan - - 1 (1%) -
  Indiana - - 1 (1%) -
  Georgia - - 1 (1%) -
  District of Columbia - - 1 (1%) -
Total 12 - 69 $924M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 1 (8%) - 24 (35%) 135M (15%)
Buyout (LBO, MBO, MBI) 4 (33%) - 22 (32%) 744M (81%)
Growth Capital 5 (42%) - 10 (14%) -
Recapitalization 2 (17%) - 10 (14%) -
Divestiture - - 2 (3%) 45M (5%)
Consolidation - - 1 (1%) -
Total 12 - 69 $924M

Exits by Deal Type

Type Total # Value
Secondary Sale 25 (48%) -
Trade Sale 12 (23%) -
Trade Sale - Public Company 9 (17%) 1.7B (100%)
Merger 2 (4%) -
Bankruptcy 1 (2%) -
IPO 1 (2%) -
Stake Sale 1 (2%) -
Unknown 1 (2%) -
Total 52 $1.7B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1

Deal Values

buy # Total
$100M to $1B 4 $879M
< $100M 1 $45M
TOTAL $924M
Largest 180 Medical, Inc.
$321M (2009-09-16)
sell # Total
$100M to $1B 6 $1.6B
< $100M 1 $85M
TOTAL $1.7B
Largest T2 Systems, Inc.
$356M (2021-11-02)

M&A Connections

Deals
Acquired from
Investor(s)
41%
28 (41%)
Strategic(s)
4%
3 (4%)
Exited to
Investor(s)
50%
26 (50%)
Strategic(s)
44%
23 (44%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

39.0B USD

Established

2001

Specialist/Generalist

Generalist

FAQ

When was Apogem Capital founded?

Apogem Capital was founded in 2001.

What type of investor is Apogem Capital?

Apogem Capital is an asset manager.

Where is Apogem Capital headquartered?

Apogem Capital is headquartered in New York, New York.

How much capital does Apogem Capital have under management?

Apogem Capital has 39.0B USD under management.

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