EdgeStone Capital Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

EdgeStone Capital Partners’ most common sectors for investment aresoftware (30%) and internet software and services (13%) . The Firm’s most common investment types include venture (38%) and buyout (lbo, mbo, mbi) (34%). In total, EdgeStone Capital Partners has invested in 3 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2007 when it acquired Custom Direct for $151M.

The Firm’s most common exit type is trade sale (68%). EdgeStone Capital Partners’ largest (disclosed) exit occurred in 2011 when it sold Continental Alloys & Services for $415M.

Join Mergr to view EdgeStone Capital Partners’ full profile and discover more large private equity firm investors just like it.

M&A Summary

  • M&A Total Activity49
    • M&A Buy Activity24
    • M&A Sell Activity25
  • Total Sectors Invested 14
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 30

EdgeStone Capital Partners

EdgeStone Capital Partners

175 Bloor Street East, Suite 801 North Tower,
Toronto, Ontario M4W 3R8
Canada
(416) 860-3740
www.edgestone.com
info@edgestone.com

EdgeStone Capital Partners, Inc. is a private equity firm that targets middle market companies located in the Canada. The Firm targets to invest in companies with an EBITDA range $10 - $50 million and Enterprise value of $50 - $250 million. It seeks to invest in equity and equity related instruments and seeks to hold majority position and board seat in portfolio companies. Specific areas of interest include light manufacturing, business services, and consumer services. Type of transaction includes MBO, recapitalizations, growth capital, divestiture or non-core business and succession planning. EdgeStone Capital Partners, Inc. is based in Toronto, Ontario.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Electrical Equipment, Electronics, Financial Services, Manufacturing

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

Geographic Preferences: Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 10 50
Investment Size - -
Enterprise Value 50 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 24 - - - - - 24
vol $183M $183M
Sell (0.0/yr) # 25 - - - - - 25
vol $1.1B $1.1B
  49

Most Recent M&A

Company Date Value Type
EZShield, Inc. 2017-04-03 - Secondary Sale
Nottingham, Maryland · www.ezshield.com
Aurigen Capital Ltd. 2016-10-20 285M CAD Trade Sale
Hamilton, Bermuda · www.aurigenre.com
Solace Systems, Inc. 2016-04-06 - Secondary Sale
Ottawa, Ontario · www.solace.com
Varicent US Opco Corp. 2012-04-13 - Trade Sale
Toronto, Ontario · www.varicent.com
New Food Classics, Inc. 2012-02-21 - Bankruptcy
Calgary, Alberta · www.newfoodclassics.com
Work.com, Inc. 2011-12-15 - Trade Sale
Santa Monica, California · www.work.com
Continental Alloys & Services, Inc. 2011-08-03 415M USD Trade Sale
Spring, Texas · www.contalloy.com
Protus IP Solutions, Inc. 2010-12-06 - Trade Sale
Ottawa, Ontario · www.protus.com
Solace Systems, Inc. 2010-11-02 - Venture
Ottawa, Ontario · www.solace.com
Work.com, Inc. 2010-09-29 - Venture
Santa Monica, California · www.work.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software - - 7 (29%) -
Internet Software and Services - - 3 (13%) 2M (1%)
Business Services - - 2 (8%) 151M (83%)
Information Technology - - 2 (8%) -
Electronics - - 1 (4%) 30M (16%)
Apparel/Textiles 1 (100%) - 1 (4%) -
Communications - - 1 (4%) -
Electrical Equipment - - 1 (4%) -
Food - - 1 (4%) -
Insurance - - 1 (4%) -
Manufacturing - - 1 (4%) -
Media - - 1 (4%) -
Oil/Gas Exploration - - 1 (4%) -
Packaging - - 1 (4%) -
Total 1 - 24 $183M

Acquisitions By Geo

State/Country Current # Value All-time # Value
Canada - - 18 (75%) 32M (17%)
  Ontario - - 15 (63%) 32M (17%)
  Alberta - - 2 (8%) -
  British Columbia - - 1 (4%) -
United States 1 (100%) - 4 (17%) 151M (83%)
  Maryland - - 2 (8%) 151M (83%)
  Massachusetts 1 (100%) - 1 (4%) -
  California - - 1 (4%) -
Bermuda - - 1 (4%) -
Ireland - - 1 (4%) -
Domestic - - 18 (75%) 32M (17%)
Cross-border 1 (100%) - 6 (25%) 151M (83%)
Total 1 - 24 $183M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture - - 9 (38%) -
Buyout (LBO, MBO, MBI) - - 8 (33%) 151M (83%)
Growth Capital - - 4 (17%) 32M (17%)
Divestiture 1 (100%) - 2 (8%) -
PIPE - - 1 (4%) -
Total 1 - 24 $183M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 14 (56%) 1.1B (100%)
IPO 4 (16%) -
Secondary Sale 3 (12%) -
Trade Sale 3 (12%) -
Bankruptcy 1 (4%) -
Total 25 $1.1B

Deal Values

buy # Total
$100M to $1B 1 $151M
< $100M 2 $32M
TOTAL $183M
Largest Custom Direct LLC
$151M (2007-06-02)
sell # Total
$100M to $1B 3 $910M
< $100M 2 $151M
TOTAL $1.1B
Largest Continental Alloys & Services, Inc.
$415M (2011-08-03)

M&A Connections

Deals
Acquired from
Strategic(s)
8%
2 (8%)
Exited to
Investor(s)
12%
3 (12%)
Strategic(s)
68%
17 (68%)

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

2.5B USD

Established

1999

Specialist/Generalist

Generalist

Leadership

Gilbert Palter

Co-Founder & Managing Partner, CIO

Samuel Duboc

Co-Founder & Partner

Stephen Marshall

Managing Partner & COO

FAQ

When was EdgeStone Capital Partners founded?

EdgeStone Capital Partners was founded in 1999.

What type of investor is EdgeStone Capital Partners?

EdgeStone Capital Partners is a private equity firm.

Where is EdgeStone Capital Partners headquartered?

EdgeStone Capital Partners is headquartered in Toronto, Ontario.

How much capital does EdgeStone Capital Partners have under management?

EdgeStone Capital Partners has 2.5B USD under management.

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