Mercato Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Mercato Partners has invested in 4 companies.

Mercato Partners’ most common sectors for investment aresoftware (28%) and internet software and services (21%) . The Firm’s most common investment types include venture (56%) and growth capital (32%). In total, Mercato Partners has invested in 7 US states and 2 different countries.

The Firm’s most common exit type is trade sale (59%). Mercato Partners’ largest (disclosed) exit occurred in 2014 when it sold Fusion-io for $1.1B.

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M&A Summary

  • M&A Total Activity41
    • M&A Buy Activity29
    • M&A Sell Activity12
  • Total Sectors Invested 12
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 17

Mercato Partners

2750 E Cottonwood Pkwy,
Salt Lake City, Utah 84121
United States
www.mercatopartners.com
info@mercatopartners.com

Mercato Partners is a private equity firm focused on later stage growth capital financings. Mercato generally targets minority investments in high growth technology and consumer businesses with $5 to $50 million in annual sales. The Firm looks for profitable, US-based companies where additional capital can help continue expansion opportunities. Mercato Partners is based in Salt Lake City, Utah.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Consumer Products, Consumer Services, Electronics, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Leisure, Software, Technology Hardware

Target Transaction Types: Growth Capital, Stake Purchase, Venture

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

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

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.8/yr) # 25 - 3 1 - - 29
Sell (0.8/yr) # 8 4 - - - - 12
vol $1.4B $1.1B $2.5B
  41

Most Recent M&A

Company Date Value Type
Atomic FI, Inc. 2022-03-03 - Venture
Cottonwood Heights, Utah · www.atomic.financial
Klover Holdings, Inc. 2021-08-12 - Venture
Chicago, Illinois · www.joinklover.com
Prime Trust LLC 2021-07-28 - Venture
Summerlin, Nevada · www.primetrust.com
Beam Technologies, Inc. 2021-03-02 - Venture
Columbus, Ohio · www.beambenefits.com
Venafi, Inc. 2020-12-10 - Secondary Sale
Salt Lake City, Utah · www.venafi.com
SaltStack, Inc. 2020-09-29 - Trade Sale
Lehi, Utah · www.saltstack.com
CradlePoint, Inc. 2020-09-18 1.1B USD Trade Sale
Boise, Idaho · www.cradlepoint.com
Central Logic, Inc. 2020-06-02 - Secondary Sale
Sandy, Utah · www.centrallogic.com
Summersalt, Inc. 2019-12-20 - Venture
Saint Louis, Missouri · www.summersalt.com
Kalderos, Inc. 2019-05-08 - Venture
Chicago, Illinois · www.kalderos.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Savory 2018-01-01 Swig 2022-11-22 1
Lehi, Utah · www.savory.mercatopartners.com Pleasant Grove, Utah · www.swigdrinks.com

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (13%) - 8 (28%) -
Internet Software and Services 5 (31%) - 6 (21%) -
Apparel/Textiles 2 (13%) - 2 (7%) -
Electronics - - 2 (7%) -
Financial Services 2 (13%) - 2 (7%) -
Information Technology 1 (6%) - 2 (7%) -
Technology Hardware 1 (6%) - 2 (7%) -
Automotive - - 1 (3%) -
Business Services 1 (6%) - 1 (3%) -
Insurance 1 (6%) - 1 (3%) -
Media - - 1 (3%) -
Restaurants 1 (6%) - 1 (3%) -
Total 16 - 29 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 16 (100%) - 28 (97%) -
  Utah 7 (44%) - 17 (59%) -
  California 3 (19%) - 4 (14%) -
  Illinois 2 (13%) - 2 (7%) -
  Colorado 1 (6%) - 2 (7%) -
  Ohio 1 (6%) - 1 (3%) -
  Nevada 1 (6%) - 1 (3%) -
  Missouri 1 (6%) - 1 (3%) -
Germany - - 1 (3%) -
Domestic 16 (100%) - 28 (97%) -
Cross-border - - 1 (3%) -
Total 16 - 29 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 13 (81%) - 16 (55%) -
Growth Capital 2 (13%) - 9 (31%) -
Buyout (LBO, MBO, MBI) - - 2 (7%) -
Consolidation 1 (6%) - 1 (3%) -
Secondary Buyout - - 1 (3%) -
Total 16 - 29 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 6 (50%) 1.4B (100%)
IPO 3 (25%) -
Secondary Sale 2 (17%) -
Trade Sale 1 (8%) -
Total 12 $1.4B

Deal Values

sell # Total
> $1B 2 $2.2B
$100M to $1B 1 $349M
TOTAL $2.5B
Largest Fusion-io, Inc.
$1.1B (2014-07-23)

M&A Connections

Deals
Acquired from
Investor(s)
3%
1 (3%)
Exited to
Investor(s)
17%
2 (17%)
Strategic(s)
58%
7 (58%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Established

2007

Specialist/Generalist

Generalist

Leadership

Greg Warnock

Co-Founder & Managing Director

Alan Hall

Co-founder emeritus

Ryan Parker

CFO

Justin Edwards

Senior Vice President of Revenue Performance

Alina Smith

Compliance & Controller

FAQ

When was Mercato Partners founded?

Mercato Partners was founded in 2007.

What type of investor is Mercato Partners?

Mercato Partners is a growth capital firm.

Where is Mercato Partners headquartered?

Mercato Partners is headquartered in Salt Lake City, Utah.

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