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

600 Lexington Avenue, 12th Floor,
New York, New York 10022
United States
(212) 878-6000
www.nexphase.com
info@nexphase.com

Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Chemicals, Communications, Consumer Products, Engineering, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Medical Products, Metals/Mining, Retail, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout, Stake Purchase

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

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

M&A Summary

Buy vs Sell

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

Most Recent M&A

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 >>

Portfolio M&A

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

M&A by Sector

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

Acquisitions By Geo

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%)
  Delaware - - 1 (2%) -
  Colorado - - 1 (2%) -
  South Carolina - - 1 (2%) -
  Ohio - - 1 (2%) -
  North Carolina - - 1 (2%) -
  Kentucky - - 1 (2%) -
  Iowa - - 1 (2%) -
  Georgia - - 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

Acquisitions by Deal Type

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

Exits by Deal Type

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

Top M&A Advisors

Financial Deals
SunTrust Robinson Humphrey, Inc.
 1
Morgan Partners
 1
Moelis & Co.
 1
Legal Deals
Lowenstein Sandler
 7
Parr Brown Gee & Loveless
 4
Choate Hall & Stewart
 3

Deal Values

buy # Total
< $100M 1 $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)

M&A Connections

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

Investor Summary

Investor Type

Private Equity Firm

Size

Large

PE Assets

1.2B USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Kurt Larsen

Co-Founder & Managing Partner

Ted Yun

Co-Founder & Managing Partner

Andy Kieffer

Partner

Chip Robie

Partner

Jamie Kaufman

Partner

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.

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