InstarAGF Asset Management Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, InstarAGF Asset Management has acquired 4 companies.

InstarAGF Asset Management’s most common sectors for investment arebusiness services (20%) and energy services and equipment (20%) . The Firm’s most common investment types include secondary buyout (50%) and buyout (lbo, mbo, mbi) (40%). In total, InstarAGF Asset Management has invested in 4 US states and 2 different countries.

In the last 3 years, InstarAGF Asset Management has exited 1 company. The Firm’s most common exit type is merger (100%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity10
    • M&A Sell Activity1
  • Total Sectors Invested 7
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1
  • M&A Advisors 6

InstarAGF Asset Management

InstarAGF Asset Management, Inc.

66 Wellington Street West, 31st Floor,
Toronto, Ontario M5K 1E9
Canada
(416) 815-6224
www.instaragf.com
info@instaragf.com

InstarAGF Asset Management, Inc. is an independent alternative asset management firm focused on the North American middle-market companies. Prospective transaction types include management buyouts and growth financings. Sectors of interest include business services, infrastructure, real estate, and utilities. InstarAGF was formed in 2014 and is based in Toronto, Ontario.


Investment Criteria

Sectors of Interest: Business Services, Energy Services and Equipment, Environmental, Infrastructure, Real Estate, Utilities

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

Geographic Preferences: Canada

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 50 250
Enterprise Value 100 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 6 - 2 2 - - 10
Sell (0.2/yr) # - - - 1 - - 1
  11

Most Recent M&A

Company Date Value Type
Oilfield Water Logistics LLC 2022-09-16 - Merger
Dallas, Texas · www.oilfieldwaterlogistics.com
Pilot Water Solutions LLC 2022-09-16 - Buyout (LBO, MBO, MBI)
Houston, Texas · www.pilotwatersolutions.com
Greenwood Mushrooms Development Corp. 2022-06-29 - Secondary Buyout
Ashburn, Ontario · www.windmillfarms.ca
PRT Growing Services Ltd. 2021-04-01 - Secondary Buyout
Victoria, British Columbia · www.prt.com
LightSpeed Networks, Inc. 2021-04-01 - Buyout (LBO, MBO, MBI)
Portland, Oregon · www.lsnetworks.net
Oilfield Water Logistics LLC 2019-10-28 - Secondary Buyout
Dallas, Texas · www.oilfieldwaterlogistics.com
Amports, Inc. 2018-04-03 - Secondary Buyout
Jacksonville, Florida · www.amports.com
Creative Energy 2018-02-13 - Buyout (LBO, MBO, MBI)
Vancouver, British Columbia · www.creative.energy
Jet Infrastructure 2018-01-01 - Buyout (LBO, MBO, MBI)
Highlands Ranch, Colorado · www.jet-infrastructure.com
Skyservice Investments Ltd. 2017-09-26 - Secondary Buyout
Toronto, Ontario · www.skyservice.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Jet Infrastructure 2018-01-01 International-Matex Tank Terminals - Five Fuel Terminals 2023-11-01 2
Highlands Ranch, Colorado · www.jet-infrastructure.com , United States
PRT Growing Services Ltd. 2021-04-01 Woodmere Nursery - Alberta Facility 2023-02-21 2
Victoria, British Columbia · www.prt.com Fairview, Alberta
Pilot Water Solutions LLC 2022-09-16 Oilfield Water Logistics LLC 2022-09-16 1
Houston, Texas · www.pilotwatersolutions.com Dallas, Texas · www.oilfieldwaterlogistics.com
Jet Infrastructure 2018-01-01 Buckeye Partners - Jet Fuel Pipeline and Terminal Assets 2018-12-18 1
Highlands Ranch, Colorado · www.jet-infrastructure.com , United States

M&A by Sector

Sector Current # Value All-time # Value
Business Services 2 (22%) - 2 (20%) -
Energy Services and Equipment 1 (11%) - 2 (20%) -
Utilities 2 (22%) - 2 (20%) -
Aerospace 1 (11%) - 1 (10%) -
Agriculture 1 (11%) - 1 (10%) -
Communications 1 (11%) - 1 (10%) -
Infrastructure 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
Canada 5 (56%) - 5 (50%) -
  Ontario 2 (22%) - 2 (20%) -
  British Columbia 2 (22%) - 2 (20%) -
  Alberta 1 (11%) - 1 (10%) -
United States 4 (44%) - 5 (50%) -
  Texas 1 (11%) - 2 (20%) -
  Oregon 1 (11%) - 1 (10%) -
  Florida 1 (11%) - 1 (10%) -
  Colorado 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 4 (44%) - 5 (50%) -
Buyout (LBO, MBO, MBI) 4 (44%) - 4 (40%) -
Growth Capital 1 (11%) - 1 (10%) -
Total 9 - 10 -

Exits by Deal Type

Type Total # Value
Merger 1 (100%) -
Total 1 -

Top M&A Advisors

Financial Deals
RBC Capital Markets
1
Scotia Capital, Inc. (Scotiabank - Global Banking and Markets)
1
Legal Deals
McCarthy Tétrault
2
Morrison & Foerster
1
King & Spalding
1

M&A Connections

Deals
Acquired from
Investor(s)
50%
5 (50%)
Exited to
Strategic(s)
100%
1 (100%)

FAQ

When was InstarAGF Asset Management founded?

InstarAGF Asset Management was founded in 2014.

What type of investor is InstarAGF Asset Management?

InstarAGF Asset Management is an asset manager.

Where is InstarAGF Asset Management headquartered?

InstarAGF Asset Management is headquartered in Toronto, Ontario.

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