Bay Capital Investment Partners Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

Bay Capital Investment Partners’ most common sectors for investment areinternet software and services (29%) and information services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and secondary buyout (29%). In total, Bay Capital Investment Partners has invested in 6 US states.

In the last 3 years, Bay Capital Investment Partners has exited 1 company. The Firm’s most common exit type is trade sale (60%).

Join Mergr to view Bay Capital Investment Partners’ full profile and discover more small mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity12
    • M&A Buy Activity7
    • M&A Sell Activity5
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

Bay Capital Investment Partners

One Turks Head Place, Suite 1492,
Providence, Rhode Island 02903
United States
(401) 396-0930
www.baycapllc.com
contact@baycapllc.com

Bay Capital Investment Partners is a private investment group that provides senior debt, subordinated debt, mezzanine capital and equity capital to facilitate acquisitions, management buyouts and recapitalizations and to provide growth capital. The Firm is sector agnostic however generally prefers companies in the Eastern US. Bay Capital Investment Partners was established in 2007 and is headquartered in Providence, Rhode Island.


Investment Criteria

Sectors of Interest: Business Services, Communications, Engineering, Healthcare Services, Information Services, Information Technology, Manufacturing, Media, Retail, Software

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

Geographic Preferences: East US, Midwest US, South US

Transaction Criteria Min Max
Target Revenue 5 75
Target EBITDA - -
Investment Size 3 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 7 - - - - - 7
Sell (0.2/yr) # 4 - 1 - - - 5
  12

Most Recent M&A

Company Date Value Type
V12 Data 2021-01-21 - Trade Sale
Wesley Chapel, Florida · www.v12data.com
WorldAPP, Inc. 2019-12-23 - Secondary Sale
Quincy, Massachusetts · www.form.com
Koch Eye Associates, Inc. 2017-12-01 - Trade Sale
Warwick, Rhode Island · www.kocheye.com
Thermacore, Inc. 2016-10-18 - Trade Sale
Lancaster, Pennsylvania · www.thermacore.com
Certica Solutions, Inc. 2016-02-16 - Secondary Sale
Wakefield, Massachusetts · www.certicasolutions.com
Summit Sports, Inc. 2015-06-10 - Buyout (LBO, MBO, MBI)
Bloomfield Hills, Michigan · www.summitsports.com
Certica Solutions, Inc. 2015-04-20 - Acquisition Financing
Wakefield, Massachusetts · www.certicasolutions.com
Thermacore, Inc. 2014-12-16 - Secondary Buyout
Lancaster, Pennsylvania · www.thermacore.com
Rite-Air Mechanical Services 2014-12-09 - Buyout (LBO, MBO, MBI)
Bellmawr, New Jersey · www.riteairmechanical.com
WorldAPP, Inc. 2014-06-26 - Buyout (LBO, MBO, MBI)
Quincy, Massachusetts · www.form.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services - - 2 (29%) -
Business Services - - 1 (14%) -
Healthcare Services - - 1 (14%) -
Information Services - - 1 (14%) -
Manufacturing - - 1 (14%) -
Retail - - 1 (14%) -
Total - - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 7 (100%) -
  Massachusetts - - 2 (29%) -
  Rhode Island - - 1 (14%) -
  Pennsylvania - - 1 (14%) -
  New Jersey - - 1 (14%) -
  Michigan - - 1 (14%) -
  Florida - - 1 (14%) -
Total - - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) - - 3 (43%) -
Secondary Buyout - - 2 (29%) -
Acquisition Financing - - 1 (14%) -
Growth Capital - - 1 (14%) -
Total - - 7 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (60%) -
Secondary Sale 2 (40%) -
Total 5 -

M&A Connections

Deals
Acquired from
Investor(s)
29%
2 (29%)
Exited to
Investor(s)
40%
2 (40%)
Strategic(s)
60%
3 (60%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Franz Pool

Co-founder & Managing Director

Gregory Mulligan

Founder & Managing Partner

Mary Halvey

CFO

FAQ

When was Bay Capital Investment Partners founded?

Bay Capital Investment Partners was founded in 2007.

What type of investor is Bay Capital Investment Partners?

Bay Capital Investment Partners is a mezzanine finance firm.

Where is Bay Capital Investment Partners headquartered?

Bay Capital Investment Partners is headquartered in Providence, Rhode Island.

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