NexPhase Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, NexPhase Capital has acquired 3 companies. It has also invested in 4 others.

NexPhase Capital’s most common sectors for investment arehealthcare services (15%) and software (12%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (36%) and growth capital (24%). In total, NexPhase Capital has invested in 21 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2010 when it acquired Kinsale Capital Group for $66M.

In the last 3 years, NexPhase Capital has exited 5 companies. The Firm’s most common exit type is secondary buyout (46%). NexPhase Capital’s largest (disclosed) exit occurred in 2016 when it sold Wyle for $570M.

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M&A Summary

M&A Total Activity63
- M&A Buy Activity41
- M&A Sell Activity22
Total Sectors Invested 19
Total Countries Invested 2
M&A Buy/Sell Connections 15
M&A Advisors 12

NexPhase Capital

NexPhase Capital LP

Transaction Criteria	Min	Max
Target Revenue	-	-
Target EBITDA	3	30
Investment Size	25	75
Enterprise Value	-	-
values in millions of USD

Transaction Criteria

Min

Max

Target Revenue

Target EBITDA

Investment Size

Enterprise Value

values in millions of USD

Year	≤ '19	'20	'21	'22	'23	'24	T
Buy (1.6/yr)	#	33	2	3	2	-	1	41
vol	$66M						$66M
Sell (1.4/yr)	#	15	2	2	2	-	1	22
vol	$764M						$764M
	63

Year

≤ '19

'20

'21

'22

'23

'24

Buy (1.6/yr)

vol

$66M

Sell (1.4/yr)

vol

$764M

Company	Date	Value	Type
Insurance Systems Inc.	2024-06-06	-	Growth Capital
Etobicoke, Ontario · www.insurancesystems.com
Brandt Information Services LLC	2024-06-05	-	Secondary Sale
Tallahassee, Florida · www.brandtinfo.com
Action Behavior Centers	2022-08-17	-	Secondary Sale
Austin, Texas · www.actionbehavior.com
Tubby Todd Bath Co.	2022-07-01	-	Buyout (LBO, MBO, MBI)
Carlsbad, California · www.tubbytodd.com
Aztec Software LLC	2022-04-26	-	Growth Capital
Morristown, New Jersey · www.aztecsoftware.com
Hawthorne Global Aviation Services LLC	2022-03-15	-	Secondary Sale
Ronkonkoma, New York · www.hawthorne.aero
OmniSYS LLC	2021-12-14	-	Trade Sale
Dallas, Texas · www.omnisys.com
Calcium+Company	2021-11-09	-	Growth Capital
New York, New York · www.calciumco.com
Popcornopolis LLC	2021-10-29	-	Trade Sale
Vernon, California · www.popcornopolis.com
Selerix Systems, Inc.	2021-08-25	-	Growth Capital
McKinney, Texas · www.selerix.com
View All >>

Company

Date

Value

Type

Insurance Systems Inc.

2024-06-06

Growth Capital

Etobicoke, Ontario · www.insurancesystems.com

Brandt Information Services LLC

2024-06-05

Secondary Sale

Tallahassee, Florida · www.brandtinfo.com

Action Behavior Centers

2022-08-17

Secondary Sale

Austin, Texas · www.actionbehavior.com

Tubby Todd Bath Co.

2022-07-01

Buyout (LBO, MBO, MBI)

Carlsbad, California · www.tubbytodd.com

Aztec Software LLC

2022-04-26

Growth Capital

Morristown, New Jersey · www.aztecsoftware.com

Hawthorne Global Aviation Services LLC

2022-03-15

Secondary Sale

Ronkonkoma, New York · www.hawthorne.aero

OmniSYS LLC

2021-12-14

Trade Sale

Dallas, Texas · www.omnisys.com

Calcium+Company

2021-11-09

Growth Capital

New York, New York · www.calciumco.com

Popcornopolis LLC

2021-10-29

Trade Sale

Vernon, California · www.popcornopolis.com

Selerix Systems, Inc.

2021-08-25

Growth Capital

McKinney, Texas · www.selerix.com

View All >>

Company	Acquired	Add-On/Sale	Date	#
Clearway Pain Solutions Institute	2018-03-12	KURE Pain Management	2019-09-16	1
Pensacola, Florida · www.clearwaypain.com	Annapolis, Maryland · www.kurepain.com

Company

Acquired

Add-On/Sale

Date

Clearway Pain Solutions Institute

2018-03-12

KURE Pain Management

2019-09-16

Pensacola, Florida · www.clearwaypain.com

Annapolis, Maryland · www.kurepain.com

Sector	Current #	Value	All-time #	Value
Healthcare Services	3 (19%)	-	6 (14%)	-
Software	2 (13%)	-	5 (12%)	-
Internet Software and Services	1 (6%)	-	4 (10%)	-
Aerospace	-	-	3 (7%)	-
Education	3 (19%)	-	3 (7%)	-
Financial Services	-	-	3 (7%)	-
Beverages	2 (13%)	-	2 (5%)	-
Consumer Products	1 (6%)	-	2 (5%)	-
Information Technology	-	-	2 (5%)	-
Marketing	2 (13%)	-	2 (5%)	-
Medical Products	-	-	2 (5%)	-
Insurance	-	-	1 (2%)	66M (100%)
Business Services	1 (6%)	-	1 (2%)	-
Chemicals	-	-	1 (2%)	-
Consumer Services	-	-	1 (2%)	-
Engineering	-	-	1 (2%)	-
Food	-	-	1 (2%)	-
Franchising	1 (6%)	-	1 (2%)	-
Transportation	-	-	1 (2%)	-
Total	16	-	42	$66M

Sector

Current #

Value

All-time #

Value

Healthcare Services

3 (19%)

6 (14%)

Software

2 (13%)

5 (12%)

Internet Software and Services

1 (6%)

4 (10%)

Aerospace

3 (7%)

Education

3 (19%)

3 (7%)

Financial Services

3 (7%)

Beverages

2 (13%)

2 (5%)

Consumer Products

1 (6%)

2 (5%)

Information Technology

2 (5%)

Marketing

2 (13%)

2 (5%)

Medical Products

2 (5%)

Insurance

1 (2%)

66M (100%)

Business Services

1 (6%)

1 (2%)

Chemicals

1 (2%)

Consumer Services

1 (2%)

Engineering

1 (2%)

Food

1 (2%)

Franchising

1 (6%)

1 (2%)

Transportation

1 (2%)

Total

$66M

State/Country	Current #	Value	All-time #	Value
United States	15 (94%)	-	40 (95%)	66M (100%)
	Florida	3 (19%)	-	5 (12%)	-
	California	1 (6%)	-	4 (10%)	-
	Texas	1 (6%)	-	3 (7%)	-
	New York	1 (6%)	-	3 (7%)	-
	Maryland	1 (6%)	-	3 (7%)	-
	Utah	-	-	3 (7%)	-
	Pennsylvania	2 (13%)	-	2 (5%)	-
	Indiana	2 (13%)	-	2 (5%)	-
	New Jersey	1 (6%)	-	2 (5%)	-
	Illinois	1 (6%)	-	2 (5%)	-
	Connecticut	1 (6%)	-	1 (2%)	-
	Arizona	1 (6%)	-	1 (2%)	-
	Virginia	-	-	1 (2%)	66M (100%)
	Georgia	-	-	1 (2%)	-
	Delaware	-	-	1 (2%)	-
	Colorado	-	-	1 (2%)	-
	South Carolina	-	-	1 (2%)	-
	Ohio	-	-	1 (2%)	-
	North Carolina	-	-	1 (2%)	-
	Kentucky	-	-	1 (2%)	-
	Iowa	-	-	1 (2%)	-
Canada	1 (6%)	-	2 (5%)	-
	Ontario	1 (6%)	-	2 (5%)	-
Domestic	15 (94%)	-	40 (95%)	66M (100%)
Cross-border	1 (6%)	-	2 (5%)	-
Total	16	-	42	$66M

State/Country

Current #

Value

All-time #

Value

United States

15 (94%)

40 (95%)

66M (100%)

Florida

3 (19%)

5 (12%)

California

1 (6%)

4 (10%)

Texas

1 (6%)

3 (7%)

New York

1 (6%)

3 (7%)

Maryland

1 (6%)

3 (7%)

Utah

3 (7%)

Pennsylvania

2 (13%)

2 (5%)

Indiana

2 (13%)

2 (5%)

New Jersey

1 (6%)

2 (5%)

Illinois

1 (6%)

2 (5%)

Connecticut

1 (6%)

1 (2%)

Arizona

1 (6%)

1 (2%)

Virginia

1 (2%)

66M (100%)

Georgia

1 (2%)

Delaware

1 (2%)

Colorado

1 (2%)

South Carolina

1 (2%)

Ohio

1 (2%)

North Carolina

1 (2%)

Kentucky

1 (2%)

Iowa

1 (2%)

Canada

1 (6%)

2 (5%)

Ontario

1 (6%)

2 (5%)

Domestic

15 (94%)

40 (95%)

66M (100%)

Cross-border

1 (6%)

2 (5%)

Total

$66M

Type	Current #	Value	All-time #	Value
Buyout (LBO, MBO, MBI)	6 (38%)	-	15 (36%)	66M (100%)
Growth Capital	5 (31%)	-	10 (24%)	-
Secondary Buyout	3 (19%)	-	10 (24%)	-
Recapitalization	1 (6%)	-	4 (10%)	-
Acquisition Financing	1 (6%)	-	1 (2%)	-
Add-on Acquisition	-	-	1 (2%)	-
Stake Purchase	-	-	1 (2%)	-
Total	16	-	42	$66M

Type

Current #

Value

All-time #

Value

Buyout (LBO, MBO, MBI)

6 (38%)

15 (36%)

66M (100%)

Growth Capital

5 (31%)

10 (24%)

Secondary Buyout

3 (19%)

10 (24%)

Recapitalization

1 (6%)

4 (10%)

Acquisition Financing

1 (6%)

1 (2%)

Add-on Acquisition

1 (2%)

Stake Purchase

1 (2%)

Total

$66M

Type	Total #	Value
Secondary Sale	10 (45%)	-
Trade Sale	6 (27%)	-
Trade Sale - Public Company	3 (14%)	764M (100%)
IPO	1 (5%)	-
Recapitalization	1 (5%)	-
Stake Sale	1 (5%)	-
Total	22	$764M

Type

Total #

Value

Secondary Sale

10 (45%)

Trade Sale

6 (27%)

Trade Sale - Public Company

3 (14%)

764M (100%)

IPO

1 (5%)

Recapitalization

1 (5%)

Stake Sale

1 (5%)

Total

$764M

Financial	Deals
SunTrust Robinson Humphrey, Inc.	1
Morgan Partners	1
Moelis & Co.	1

Financial

Deals

SunTrust Robinson Humphrey, Inc.

Morgan Partners

Moelis & Co.

Legal	Deals
Lowenstein Sandler	7
Parr Brown Gee & Loveless	4
Choate Hall & Stewart	3

Legal

Deals

Lowenstein Sandler

Parr Brown Gee & Loveless

Choate Hall & Stewart

buy	#	Total
< $100M	1	$66M
TOTAL	$66M
Largest	Kinsale Capital Group, Inc. $66M (2010-03-09)

buy

Total

< $100M

$66M

TOTAL

$66M

Largest

Kinsale Capital Group, Inc.
$66M (2010-03-09)

sell	#	Total
$100M to $1B	2	$764M
TOTAL	$764M
Largest	Wyle, Inc. $570M (2016-05-23)

sell

Total

$100M to $1B

$764M

TOTAL

$764M

Largest

Wyle, Inc.
$570M (2016-05-23)

		Deals
Acquired from
Investor(s)	24%	10 (24%)
Exited to
Investor(s)	50%	11 (50%)
Strategic(s)	41%	9 (41%)

Deals

Acquired from

Investor(s)

10 (24%)

Exited to

Investor(s)

11 (50%)

Strategic(s)

9 (41%)

FAQ

When was NexPhase Capital founded?

NexPhase Capital was founded in 2007.

What type of investor is NexPhase Capital?

NexPhase Capital is a private equity firm.

Where is NexPhase Capital headquartered?

NexPhase Capital is headquartered in New York, New York.

How much capital does NexPhase Capital have under management?

NexPhase Capital has 1.2B USD under management.

NexPhase Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

M&A Summary