Haveli Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Haveli Investments has acquired 5 companies. It has also invested in 2 others.

Haveli Investments’ most common sectors for investment aredigital media (29%) and internet software and services (29%) . The Firm’s most common investment types include secondary buyout (29%) and growth capital (15%). In total, Haveli Investments has invested in 3 US states and 4 different countries. Its largest (disclosed) acquisition occurred in 2024 when it acquired ZeroFox Holdings for $350M.

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity7
  • Total Sectors Invested 5
  • Total Countries Invested 4
  • M&A Buy/Sell Connections 1
  • M&A Advisors 5

Haveli Investments

Haveli Investments

1303 San Antonio St., Suite 700,
Austin, Texas 78701
United States
www.haveliinvestments.com
info@havelii.com

Haveli Investments is a private equity firm focused on investing in companies in the technology industry. Haveli Investments is based in Austin, Texas.


Investment Criteria

Sectors of Interest: Business Services, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # - - - - 2 5 7
vol $350M $350M
Sell (0.0/yr) # - - - - - - 0
  7

Most Recent M&A

Company Date Value Type
AppViewX, Inc. 2024-11-21 - Buyout (LBO, MBO, MBI)
New York, New York · www.appviewx.com
M-Files Oy 2024-08-13 - Recapitalization
Tampere, Finland · www.m-files.com
Blend Labs, Inc. 2024-04-29 - Stake Purchase
San Francisco, California · www.blend.com
Jagex Ltd. 2024-02-09 - Secondary Buyout
Cambridge, United Kingdom · www.jagex.com
ZeroFox Holdings, Inc. 2024-02-06 350M USD Going Private
Baltimore, Maryland · www.zerofox.com
Candivore Ltd. 2023-08-14 - Growth Capital
Tel Aviv, Israel · www.candivore.io
Certinia 2023-07-26 - Secondary Buyout
San Jose, California · www.financialforce.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Digital Media 2 (29%) - 2 (29%) -
Internet Software and Services 2 (29%) - 2 (29%) -
Information Technology 1 (14%) 350M (100%) 1 (14%) 350M (100%)
Financial Services 1 (14%) - 1 (14%) -
Software 1 (14%) - 1 (14%) -
Total 7 $350M 7 $350M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (57%) 350M (100%) 4 (57%) 350M (100%)
  California 2 (29%) - 2 (29%) -
  Maryland 1 (14%) 350M (100%) 1 (14%) 350M (100%)
  New York 1 (14%) - 1 (14%) -
United Kingdom 1 (14%) - 1 (14%) -
Finland 1 (14%) - 1 (14%) -
Israel 1 (14%) - 1 (14%) -
Total 7 $350M 7 $350M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (29%) - 2 (29%) -
Going Private 1 (14%) 350M (100%) 1 (14%) 350M (100%)
Buyout (LBO, MBO, MBI) 1 (14%) - 1 (14%) -
Growth Capital 1 (14%) - 1 (14%) -
Recapitalization 1 (14%) - 1 (14%) -
Stake Purchase 1 (14%) - 1 (14%) -
Total 7 $350M 7 $350M

Top M&A Advisors

Financial Deals
Evercore Group
 2
Jefferies
 1
BTIG LLC
 1
Legal Deals
Ropes & Gray
 3

Deal Values

buy # Total
$100M to $1B 1 $350M
TOTAL $350M
Largest ZeroFox Holdings, Inc.
$350M (2024-02-06)

M&A Connections

Deals
Acquired from
Investor(s)
43%
3 (43%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Specialist/Generalist

Generalist

FAQ

What type of investor is Haveli Investments?

Haveli Investments is a private equity firm.

Where is Haveli Investments headquartered?

Haveli Investments is headquartered in Austin, Texas.

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