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Coalesce Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Coalesce Capital has acquired 3 companies.

Coalesce Capital’s most common sectors for investment areconsumer services (34%) and environmental (34%) . The Firm’s most common investment types include secondary buyout (67%) and recapitalization (34%). In total, Coalesce Capital has invested in 3 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Advisors 5

Coalesce Capital

Coalesce Capital

605 Third Avenue, 36th Floor,
New York, New York 10158
United States
www.coalescecap.com
bd@coalescecap.com

Coalesce Capital is a private equity firm that partners with entrepreneurs and management teams and seeks to invest in human capital and technology-enabled services companies with at least $25 million of revenue and $5 million in EBITDA. Coalesce Capital was founded in 2022, is headquartered in New York, New York.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Environmental, Franchising, Information Services, Infrastructure, Test/Measurement Equipment, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 25 -
Target EBITDA 5 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # - - - 1 1 1 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
DAS Health Ventures LLC 2025-05-27 - Secondary Buyout
Tampa, Florida · www.dashealth.com
Miller Environmental Group, Inc. 2024-09-11 - Secondary Buyout
Calverton, New York · www.millerenv.com
Examinetics, Inc. 2023-08-16 - Recapitalization
Overland Park, Kansas · www.examinetics.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Services 1 (33%) - 1 (33%) -
Environmental 1 (33%) - 1 (33%) -
Information Technology 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 3 (100%) -
  New York 1 (33%) - 1 (33%) -
  Kansas 1 (33%) - 1 (33%) -
  Florida 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (67%) - 2 (67%) -
Recapitalization 1 (33%) - 1 (33%) -
Total 3 - 3 -

Top M&A Advisors

Financial Deals
Lazard
 1
Brown Gibbons Lang (BGL)
 1
Legal Deals
Latham & Watkins
 1
Kirkland & Ellis
 1
GreenbergTraurig
 1

M&A Connections

Deals
Acquired from
Investor(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.1B USD

Established

2022

Specialist/Generalist

Generalist

Leadership

Stephanie Geveda

Founder & Managing Partner

JJ Hearty

Managing Director & Head of Business Development

Christian Diez

Managing Director, CFO & CCO

Austin Heiman

Managing Director, Investments

Curtis Roby

Managing Director, Investments

FAQ

When was Coalesce Capital founded?

Coalesce Capital was founded in 2022.

What type of investor is Coalesce Capital?

Coalesce Capital is a private equity firm.

Where is Coalesce Capital headquartered?

Coalesce Capital is headquartered in New York, New York.

How much capital does Coalesce Capital have under management?

Coalesce Capital has 1.1B USD under management.

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