Oval Partners Mergers and Acquisitions Summary

Family Office Profile

Oval Partners’ most common sectors for investment areinformation technology (40%) and technology hardware (40%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (80%) and growth capital (20%). In total, Oval Partners has invested in 3 US states.

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M&A Summary

  • M&A Total Activity5
    • M&A Buy Activity5
  • Total Sectors Invested 3
  • Total Countries Invested 1

Oval Partners

335 Bryant Street, 2nd Floor,
Palo Alto, California 94301
United States
(650) 443-4401
www.ovalpartners.com
info@ovalpartners.com

Oval Partners is a family-backed growth capital firm focused on control and select minority investments in the software, information services, and industrial technology sectors across North America. The Firm targets lower middle-market, profitable companies (sub $10 million of EBITDA) and will consider a variety of transaction situations including shareholder liquidity needs, expansion needs, ownership transitions, and add-on acquisitions. Oval Partners was formed in 2015 and is headquartered in Palo Alto, California.


Investment Criteria

Sectors of Interest: Information Services, Internet Software and Services, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 4 1 - - - - 5
Sell (0.0/yr) # - - - - - - 0
  5

Most Recent M&A

Company Date Value Type
The Tech Group 2020-09-03 - Buyout (LBO, MBO, MBI)
South Burlington, Vermont · www.tgvt.net
Cannon IV, Inc. 2017-02-02 - Buyout (LBO, MBO, MBI)
Indianapolis, Indiana · www.cannon4.com
ProCopy Office Solutions, Inc. 2016-11-16 - Buyout (LBO, MBO, MBI)
Tempe, Arizona · www.procopyoffice.com
Laser Options, Inc. 2016-09-02 - Buyout (LBO, MBO, MBI)
Phoenix, Arizona · www.laseroptions.com
Flex Technology Group 2016-01-17 - Growth Capital
Mesa, Arizona · www.flextg.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 2 (40%) - 2 (40%) -
Technology Hardware 2 (40%) - 2 (40%) -
Business Services 1 (20%) - 1 (20%) -
Total 5 - 5 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (100%) - 5 (100%) -
  Arizona 3 (60%) - 3 (60%) -
  Vermont 1 (20%) - 1 (20%) -
  Indiana 1 (20%) - 1 (20%) -
Total 5 - 5 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (80%) - 4 (80%) -
Growth Capital 1 (20%) - 1 (20%) -
Total 5 - 5 -

Investor Summary

Investor Type

Family Office

Size

Small

Established

2015

Specialist/Generalist

Generalist

Leadership

Jake Mizrahi

Co-Founder & Managing Director

John Knoll

Co-Founder & Managing Director

Dan Ruhl

Partner

Kyle Robertson

Partner

Dan Escovitz

Director of Business Development

FAQ

When was Oval Partners founded?

Oval Partners was founded in 2015.

What type of investor is Oval Partners?

Oval Partners is a family office.

Where is Oval Partners headquartered?

Oval Partners is headquartered in Palo Alto, California.

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