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 (25%) and internet software and services (25%) . The Firm’s most common investment types include venture (56%) and growth capital (32%). In total, Mercato Partners has invested in 8 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
ABOUT Healthcare, Inc. 2020-06-02 - Secondary Sale
St. Paul, Minnesota · www.abouthealthcare.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
Internet Software and Services 5 (31%) - 7 (24%) -
Software 2 (13%) - 7 (24%) -
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%) - 16 (55%) -
  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%) -
  Minnesota - - 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

Joe Kaiser

Managing Director

Ryan Sanders

Managing Director

Josh Christensen

Director

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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