LoneTree Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, LoneTree Capital has invested in 4 companies.

LoneTree Capital’s most common sectors for investment aresoftware (34%) and business services (17%) . The Firm’s most common investment types include growth capital (67%) and buyout (lbo, mbo, mbi) (34%). In total, LoneTree Capital has invested in 6 US states.

In the last 3 years, LoneTree Capital has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity6
    • M&A Sell Activity1
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

LoneTree Capital

LoneTree Capital

330 Madison Avenue,
New York, New York 10017
United States
(212) 844-9589
www.lonetreecap.com
info@lonetreecap.com

LoneTree is a growth-focused private capital firm that provides operational and M&A support alongside flexible capital to accelerate revenue growth. The Firm looks to commit $10 to $50 million in business generating $5 to $30 million in revenue. LoneTree Capital's areas of interest include software, digital infrastructure, healthcare IT services, business, and consumer services, and financial technology/specialty finance. LoneTree Capital was founded in 2021 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Financial Services, Healthcare Services, Information Technology, Internet Software and Services, Software

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

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

Transaction Criteria Min Max
Target Revenue 5 30
Target EBITDA - -
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.0/yr) # 1 1 2 1 1 - 6
Sell (0.2/yr) # - - - - - 1 1
  7

Most Recent M&A

Company Date Value Type
DocuPhase LLC 2024-02-20 - Secondary Sale
Clearwater, Florida · www.docuphase.com
Synergy Pet Group, Inc. 2023-05-04 - Growth Capital
Lakewood, New Jersey · www.synergypetgroup.com
OneReach, Inc. 2022-01-26 - Growth Capital
Denver, Colorado · www.onereach.ai
Safety Plus, Inc. 2021-12-15 - Growth Capital
Mobile, Alabama · www.safetyplusinc.net
Education Advanced, Inc. 2021-04-29 - Growth Capital
Tyler, Texas · www.educationadvanced.com
DocuPhase LLC 2020-06-15 - Buyout (LBO, MBO, MBI)
Clearwater, Florida · www.docuphase.com
TransACT Communications LLC 2015-11-25 - Buyout (LBO, MBO, MBI)
Lynnwood, Washington · www.transact.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 1 (20%) - 2 (33%) -
Business Services 1 (20%) - 1 (17%) -
Consumer Services 1 (20%) - 1 (17%) -
Education 1 (20%) - 1 (17%) -
Internet Software and Services 1 (20%) - 1 (17%) -
Total 5 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 6 (100%) -
  Washington 1 (20%) - 1 (17%) -
  Texas 1 (20%) - 1 (17%) -
  New Jersey 1 (20%) - 1 (17%) -
  Colorado 1 (20%) - 1 (17%) -
  Alabama 1 (20%) - 1 (17%) -
  Florida - - 1 (17%) -
Total 5 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (80%) - 4 (67%) -
Buyout (LBO, MBO, MBI) 1 (20%) - 2 (33%) -
Total 5 - 6 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Legal Deals
Goodwin Procter
 2
Morris, Manning & Martin
 1

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2021

Specialist/Generalist

Generalist

Leadership

Matt Koven

Managing Partner

Mike Devine

Partner, Investments

Rhett Lambert

Partner, Operations

Alma Chang

Director, Operations

Jesse Zhou

Vice President, Investments

FAQ

When was LoneTree Capital founded?

LoneTree Capital was founded in 2021.

What type of investor is LoneTree Capital?

LoneTree Capital is a private equity firm.

Where is LoneTree Capital headquartered?

LoneTree Capital is headquartered in New York, New York.

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