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Avance Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Avance has invested in 5 companies.

Avance’s most common sectors for investment arebusiness services (29%) and distribution (15%) . The Firm’s most common investment types include growth capital (86%) and secondary buyout (15%). In total, Avance has invested in 4 US states and 2 different countries.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 6
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1
  • M&A Advisors 3

Avance

Avance Investment Management, LLC

650 5th Ave, 23rd Floor, Ste 2320,
New York, New York 10019
United States
(646) 568-7397
www.avanceinv.com

Avance Investment Management is a private equity firm focused on acquiring US-based middle-market companies in the services and consumer sectors. Target companies are profitable with $10 to $75 million of EBITDA and up to $250 million in revenue. Prospective situations of interest include founder owned companies looking to transition or management teams seeking a growth partner. Avance Management is headquartered in New York City.


Investment Criteria

Sectors of Interest: Automotive, Business Services, Consumer Products, Consumer Services, E-Commerce, Environmental, Financial Services, Food, Healthcare Services, Information Technology, Infrastructure, Insurance, Manufacturing, Marine, Marketing, Media, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 25 250
Target EBITDA 10 75
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.4/yr) # - 2 2 - 3 - 7
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
Tropical Cheese Industries LLC 2024-12-16 - Growth Capital
Perth Amboy, New Jersey · www.tropicalcheese.com
Alchemy Technology Group LLC 2024-07-22 - Growth Capital
Houston, Texas · www.alchemytechgroup.com
Tracxtion Commerce Group, Inc. 2024-06-12 - Growth Capital
Oakville, Ontario
RIA Advisory LLC 2022-08-29 - Growth Capital
Coral Gables, Florida · www.riaadvisory.com
Synergy Equipment and Dealer Spike Opco LLC 2022-01-20 - Growth Capital
Valrico, Florida · www.synergyequip.com
UniVista Insurance Corp. 2021-07-15 - Growth Capital
Miami, Florida · www.univistainsurance.com
Indimade Brands LLC 2021-04-29 - Secondary Buyout
Independence, Ohio · www.wholesalesuppliesplus.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (29%) - 2 (29%) -
Distribution 1 (14%) - 1 (14%) -
Food 1 (14%) - 1 (14%) -
Information Technology 1 (14%) - 1 (14%) -
Insurance 1 (14%) - 1 (14%) -
Marketing 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (86%) - 6 (86%) -
  Florida 3 (43%) - 3 (43%) -
  Texas 1 (14%) - 1 (14%) -
  Ohio 1 (14%) - 1 (14%) -
  New Jersey 1 (14%) - 1 (14%) -
Canada 1 (14%) - 1 (14%) -
  Ontario 1 (14%) - 1 (14%) -
Total 7 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (86%) - 6 (86%) -
Secondary Buyout 1 (14%) - 1 (14%) -
Total 7 - 7 -

Top M&A Advisors

Financial Deals
Guggenheim Securities
 2
TM Capital
 1
Legal Deals
GreenbergTraurig
 2

M&A Connections

Deals
Acquired from
Investor(s)
14%
1 (14%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2020

Specialist/Generalist

Generalist

Leadership

David Perez

Co-founder & Managing Partner

Luis Zaldivar

Co-founder & Managing Partner

Erik Scott

Co-founder & Partner

Kabeer Khurana

Head of Talent

Natansh Mathur

Managing Director

FAQ

When was Avance founded?

Avance was founded in 2020.

What type of investor is Avance?

Avance is a private equity firm.

Where is Avance headquartered?

Avance is headquartered in New York, New York.

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