CIP Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

CIP Capital’s most common sectors for investment areinformation technology (23%) and education (17%) . The Firm’s most common investment types include growth capital (34%) and secondary buyout (28%). In total, CIP Capital has invested in 13 US states.

In the last 3 years, CIP Capital has exited 6 companies. The Firm’s most common exit type is secondary buyout (47%).

Join Mergr to view CIP Capital’s full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity31
    • M&A Buy Activity18
    • M&A Sell Activity13
  • Total Sectors Invested 7
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 14
  • M&A Advisors 3

CIP Capital

CIP Capital

400 Madison Avenue, Suite 3A,
New York, New York 10017
United States
(212) 257-5000
www.cip-capital.com
info@cip-capital.com

CIP Capital is a private equity firm focused on control investments in middle-market, North American business information and outsourced service companies. Specific areas of interest include B2B information management, business process outsourcing, marketing services and knowledge services. CIP looks to invest $25 to $125 million in transactions valued up to $200 million. Funds are typically used to fund buyouts or growth initiatives. CIP Capital was formed in 2010 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Education, Information Services, Information Technology, Internet Software and Services, Marketing, Software, Staffing

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

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

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA 5 25
Investment Size 25 125
Enterprise Value 50 200
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 16 2 - - - - 18
Sell (1.4/yr) # 6 1 5 - 1 - 13
  31

Most Recent M&A

Company Date Value Type
Benefit Resources, Inc. 2023-07-13 - Trade Sale
Rochester, New York · www.benefitresource.com
Compliance Solutions Strategies 2021-11-09 - Trade Sale
New York, New York · www.cssregtech.com
Cargo Group, Inc. 2021-11-01 - Secondary Sale
Holtsville, New York · www.cisive.com
eDriving LLC 2021-06-02 - Trade Sale
Cape May Court House, New Jersey · www.edriving.com
Wilson Human Capital Group LLC 2021-02-19 - Secondary Sale
Tampa, Florida · www.wilsonhcg.com
People 2.0 2021-02-02 - Secondary Sale
King of Prussia, Pennsylvania · www.people20.com
Carnegie Learning, Inc. 2020-10-22 - Secondary Sale
Pittsburgh, Pennsylvania · www.carnegielearning.com
3Pillar Global, Inc. 2020-03-10 - Growth Capital
Fairfax, Virginia · www.3pillarglobal.com
Sales Benchmark Index 2020-01-09 - Divestiture
Southlake, Texas · www.sbigrowth.com
Benefit Resources, Inc. 2019-08-19 - Growth Capital
Rochester, New York · www.benefitresource.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Sales Benchmark Index 2020-01-09 Price Intelligently 2024-11-12 4
Southlake, Texas · www.sbigrowth.com London, United Kingdom
Attane 2018-12-03 Bluespire, Inc. 2021-02-25 2
Kansas City, Missouri · www.attaneresults.com Edina, Minnesota · www.bluespiremarketing.com

M&A by Sector

Sector Current # Value All-time # Value
Information Technology - - 4 (22%) -
Education - - 3 (17%) -
Marketing 3 (50%) - 3 (17%) -
Business Services 1 (17%) - 2 (11%) -
Internet Software and Services - - 2 (11%) -
Software 2 (33%) - 2 (11%) -
Staffing - - 2 (11%) -
Total 6 - 18 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 18 (100%) -
  New York - - 3 (17%) -
  New Jersey 1 (17%) - 2 (11%) -
  Pennsylvania - - 2 (11%) -
  Florida - - 2 (11%) -
  Missouri 1 (17%) - 1 (6%) -
  Illinois 1 (17%) - 1 (6%) -
  Colorado 1 (17%) - 1 (6%) -
  Virginia 1 (17%) - 1 (6%) -
  Texas 1 (17%) - 1 (6%) -
  Minnesota - - 1 (6%) -
  California - - 1 (6%) -
  Wisconsin - - 1 (6%) -
  Tennessee - - 1 (6%) -
Total 6 - 18 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (50%) - 6 (33%) -
Secondary Buyout 1 (17%) - 5 (28%) -
Consolidation 1 (17%) - 3 (17%) -
Buyout (LBO, MBO, MBI) - - 2 (11%) -
Divestiture 1 (17%) - 2 (11%) -
Total 6 - 18 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (46%) -
Merger 3 (23%) -
Trade Sale 2 (15%) -
Trade Sale - Public Company 2 (15%) -
Total 13 -

Top M&A Advisors

Financial Deals
Piper Sandler & Co.
 1
Legal Deals
Willkie Farr & Gallagher
 3
Sidley
 3

M&A Connections

Deals
Acquired from
Investor(s)
33%
6 (33%)
Strategic(s)
6%
1 (6%)
Exited to
Investor(s)
46%
6 (46%)
Strategic(s)
54%
7 (54%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

2010

Specialist/Generalist

Specialist

Leadership

Bobby Kelly

Co-Founder & Partner

Melissa Vlak

Co-Founder, Managing Director & COO

Justin Lipton

Founder & Managing Partner

Scott Marden

Founder & Managing Partner

Daniel Schwartz

Principal

FAQ

When was CIP Capital founded?

CIP Capital was founded in 2010.

What type of investor is CIP Capital?

CIP Capital is a private equity firm.

Where is CIP Capital headquartered?

CIP Capital is headquartered in New York, New York.

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