McCarthy Partners Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, McCarthy Partners Management has acquired 2 companies. It has also invested in 7 others.

McCarthy Partners Management’s most common sectors for investment aresoftware (16%) and internet software and services (8%) . The Firm’s most common investment types include growth capital (56%) and buyout (lbo, mbo, mbi) (22%). In total, McCarthy Partners Management has invested in 18 US states and 2 different countries.

In the last 3 years, McCarthy Partners Management has exited 6 companies. The Firm’s most common exit type is trade sale (48%). McCarthy Partners Management’s largest (disclosed) exit occurred in 2022 when it sold Rx Savings Solutions for $875M.

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M&A Summary

M&A Total Activity75
- M&A Buy Activity50
- M&A Sell Activity25
Total Sectors Invested 24
Total Countries Invested 2
M&A Buy/Sell Connections 22
M&A Advisors 7

McCarthy Partners Management

McCarthy Partners Management LLC

Transaction Criteria	Min	Max
Target Revenue	15	-
Target EBITDA	3	-
Investment Size	5	125
Enterprise Value	-	-
values in millions of USD

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

125

Enterprise Value

values in millions of USD

Year	≤ '19	'20	'21	'22	'23	'24	T
Buy (2.0/yr)	#	40	1	2	4	2	1	50
Sell (2.0/yr)	#	15	4	2	3	-	1	25
vol	$190M			$875M			$1.1B
	75

Year

≤ '19

'20

'21

'22

'23

'24

Buy (2.0/yr)

Sell (2.0/yr)

vol

$190M

$875M

$1.1B

Company	Date	Value	Type
BiggerPockets.com Inc.	2024-08-07	-	Secondary Sale
Denver, Colorado · www.biggerpockets.com
NUSO LLC	2024-05-30	-	Recapitalization
University City, Missouri · www.nuso.cloud
Navigate Wellbeing Solutions	2023-11-13	-	Growth Capital
West Des Moines, Iowa · www.navigatewell.com
Omaha Steaks International, Inc.	2023-11-07	-	Growth Capital
Omaha, Nebraska · www.omahasteaks.com
Rx Savings Solutions	2022-09-19	875M USD	Trade Sale
Overland Park, Kansas · www.rxss.com
WellnessLiving Systems, Inc.	2022-08-16	-	Growth Capital
Thornhill, Ontario · www.wellnessliving.com
BUBS Naturals	2022-03-08	-	Growth Capital
Encinitas, California · www.bubsnaturals.com
DocuFree Corp.	2022-03-01	-	Growth Capital
Alpharetta, Georgia · www.docufree.com
Blue Sky eLearn LLC	2022-01-18	-	Growth Capital
San Diego, California · www.blueskyelearn.com
Quantum Workplace	2022-01-11	-	Secondary Sale
Omaha, Nebraska · www.quantumworkplace.com
View All >>

Company

Date

Value

Type

BiggerPockets.com Inc.

2024-08-07

Secondary Sale

Denver, Colorado · www.biggerpockets.com

NUSO LLC

2024-05-30

Recapitalization

University City, Missouri · www.nuso.cloud

Navigate Wellbeing Solutions

2023-11-13

Growth Capital

West Des Moines, Iowa · www.navigatewell.com

Omaha Steaks International, Inc.

2023-11-07

Growth Capital

Omaha, Nebraska · www.omahasteaks.com

Rx Savings Solutions

2022-09-19

875M USD

Trade Sale

Overland Park, Kansas · www.rxss.com

WellnessLiving Systems, Inc.

2022-08-16

Growth Capital

Thornhill, Ontario · www.wellnessliving.com

BUBS Naturals

2022-03-08

Growth Capital

Encinitas, California · www.bubsnaturals.com

DocuFree Corp.

2022-03-01

Growth Capital

Alpharetta, Georgia · www.docufree.com

Blue Sky eLearn LLC

2022-01-18

Growth Capital

San Diego, California · www.blueskyelearn.com

Quantum Workplace

2022-01-11

Secondary Sale

Omaha, Nebraska · www.quantumworkplace.com

View All >>

Sector	Current #	Value	All-time #	Value
Software	3 (14%)	-	8 (16%)	-
Business Services	2 (9%)	-	4 (8%)	-
Consumer Products	3 (14%)	-	4 (8%)	-
Internet Software and Services	2 (9%)	-	4 (8%)	-
Information Technology	1 (5%)	-	3 (6%)	-
Communications	1 (5%)	-	2 (4%)	-
Consumer Services	2 (9%)	-	2 (4%)	-
Environmental	1 (5%)	-	2 (4%)	-
Financial Services	-	-	2 (4%)	-
Franchising	1 (5%)	-	2 (4%)	-
Real Estate	2 (9%)	-	2 (4%)	-
Staffing	1 (5%)	-	2 (4%)	-
Technology Hardware	-	-	2 (4%)	-
Apparel/Textiles	-	-	1 (2%)	-
Construction	-	-	1 (2%)	-
Education	1 (5%)	-	1 (2%)	-
Food	1 (5%)	-	1 (2%)	-
Information Services	-	-	1 (2%)	-
Insurance	-	-	1 (2%)	-
Machinery	-	-	1 (2%)	-
Marine	-	-	1 (2%)	-
Media	-	-	1 (2%)	-
Publishing	-	-	1 (2%)	-
Retail	1 (5%)	-	1 (2%)	-
Total	22	-	50	-

Sector

Current #

Value

All-time #

Value

Software

3 (14%)

8 (16%)

Business Services

2 (9%)

4 (8%)

Consumer Products

3 (14%)

4 (8%)

Internet Software and Services

2 (9%)

4 (8%)

Information Technology

1 (5%)

3 (6%)

Communications

1 (5%)

2 (4%)

Consumer Services

2 (9%)

2 (4%)

Environmental

1 (5%)

2 (4%)

Financial Services

2 (4%)

Franchising

1 (5%)

2 (4%)

Real Estate

2 (9%)

2 (4%)

Staffing

1 (5%)

2 (4%)

Technology Hardware

2 (4%)

Apparel/Textiles

1 (2%)

Construction

1 (2%)

Education

1 (5%)

1 (2%)

Food

1 (5%)

1 (2%)

Information Services

1 (2%)

Insurance

1 (2%)

Machinery

1 (2%)

Marine

1 (2%)

Media

1 (2%)

Publishing

1 (2%)

Retail

1 (5%)

1 (2%)

Total

State/Country	Current #	Value	All-time #	Value
United States	21 (95%)	-	49 (98%)	-
	Nebraska	4 (18%)	-	12 (24%)	-
	Texas	4 (18%)	-	4 (8%)	-
	Iowa	2 (9%)	-	4 (8%)	-
	Massachusetts	2 (9%)	-	4 (8%)	-
	California	2 (9%)	-	3 (6%)	-
	North Carolina	-	-	3 (6%)	-
	Kansas	-	-	3 (6%)	-
	Georgia	2 (9%)	-	2 (4%)	-
	Florida	1 (5%)	-	2 (4%)	-
	Colorado	1 (5%)	-	2 (4%)	-
	Missouri	1 (5%)	-	2 (4%)	-
	Arizona	-	-	2 (4%)	-
	Michigan	1 (5%)	-	1 (2%)	-
	Maryland	1 (5%)	-	1 (2%)	-
	Wisconsin	-	-	1 (2%)	-
	Washington	-	-	1 (2%)	-
	Virginia	-	-	1 (2%)	-
	New York	-	-	1 (2%)	-
Canada	1 (5%)	-	1 (2%)	-
	Ontario	1 (5%)	-	1 (2%)	-
Domestic	21 (95%)	-	49 (98%)	-
Cross-border	1 (5%)	-	1 (2%)	-
Total	22	-	50	-

State/Country

Current #

Value

All-time #

Value

United States

21 (95%)

49 (98%)

Nebraska

4 (18%)

12 (24%)

Texas

4 (18%)

4 (8%)

Iowa

2 (9%)

4 (8%)

Massachusetts

2 (9%)

4 (8%)

California

2 (9%)

3 (6%)

North Carolina

3 (6%)

Kansas

3 (6%)

Georgia

2 (9%)

2 (4%)

Florida

1 (5%)

2 (4%)

Colorado

1 (5%)

2 (4%)

Missouri

1 (5%)

2 (4%)

Arizona

2 (4%)

Michigan

1 (5%)

1 (2%)

Maryland

1 (5%)

1 (2%)

Wisconsin

1 (2%)

Washington

1 (2%)

Virginia

1 (2%)

New York

1 (2%)

Canada

1 (5%)

1 (2%)

Ontario

1 (5%)

1 (2%)

Domestic

21 (95%)

49 (98%)

Cross-border

1 (5%)

1 (2%)

Total

Type	Current #	Value	All-time #	Value
Growth Capital	15 (68%)	-	28 (56%)	-
Buyout (LBO, MBO, MBI)	2 (9%)	-	11 (22%)	-
Recapitalization	3 (14%)	-	8 (16%)	-
PIPE	1 (5%)	-	2 (4%)	-
Secondary Buyout	1 (5%)	-	1 (2%)	-
Total	22	-	50	-

Type

Current #

Value

All-time #

Value

Growth Capital

15 (68%)

28 (56%)

Buyout (LBO, MBO, MBI)

2 (9%)

11 (22%)

Recapitalization

3 (14%)

8 (16%)

PIPE

1 (5%)

2 (4%)

Secondary Buyout

1 (5%)

1 (2%)

Total

Type	Total #	Value
Secondary Sale	8 (32%)	-
Trade Sale	8 (32%)	-
Trade Sale - Public Company	4 (16%)	1.1B (100%)
Unknown	3 (12%)	-
Recapitalization	2 (8%)	-
Total	25	$1.1B

Type

Total #

Value

Secondary Sale

8 (32%)

Trade Sale

8 (32%)

Trade Sale - Public Company

4 (16%)

1.1B (100%)

Unknown

3 (12%)

Recapitalization

2 (8%)

Total

$1.1B

Financial	Deals
Signal Hill Capital Group LLC	1
Raymond James - Investment Banking	1
Riveron Consulting LLC	1

Financial

Deals

Signal Hill Capital Group LLC

Raymond James - Investment Banking

Riveron Consulting LLC

Legal	Deals
Nutter McClennen & Fish	1
Latham & Watkins	1
Womble Bond Dickinson	1

Legal

Deals

Nutter McClennen & Fish

Latham & Watkins

Womble Bond Dickinson

sell	#	Total
$100M to $1B	1	$875M
< $100M	3	$190M
TOTAL	$1.1B
Largest	Rx Savings Solutions $875M (2022-09-19)

sell

Total

$100M to $1B

$875M

< $100M

$190M

TOTAL

$1.1B

Largest

Rx Savings Solutions
$875M (2022-09-19)

		Deals
Acquired from
Investor(s)	6%	3 (6%)
Exited to
Investor(s)	40%	10 (40%)
Strategic(s)	48%	12 (48%)

Deals

Acquired from

Investor(s)

3 (6%)

Exited to

Investor(s)

10 (40%)

Strategic(s)

12 (48%)

FAQ

When was McCarthy Partners Management founded?

McCarthy Partners Management was founded in 1986.

What type of investor is McCarthy Partners Management?

McCarthy Partners Management is a private equity firm.

Where is McCarthy Partners Management headquartered?

McCarthy Partners Management is headquartered in Omaha, Nebraska.

How much capital does McCarthy Partners Management have under management?

McCarthy Partners Management has 1.0B USD under management.

McCarthy Partners Management Mergers and Acquisitions Summary

Private Equity Firm Profile

M&A Summary