Presidio Investors Mergers and Acquisitions Summary

Profile

In the last 3 years, Presidio Investors has acquired 1 company.

Presidio Investors’ most common sectors for investment areinsurance (50%) and marketing (50%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (50%) and growth capital (50%). In total, Presidio Investors has invested in 2 US states.

In the last 3 years, Presidio Investors has exited 1 company. The Firm’s most common exit type is trade sale (100%).

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity2
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Presidio Investors

www.presidioinvestors.com


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 - - - 1 - 2
Sell (0.2/yr) # - - - - - 1 1
  3

Most Recent M&A

Company Date Value Type
Alliant National Title Insurance Co. 2024-10-28 - Trade Sale
Longmont, Colorado · www.alliantnational.com
Almaden LLC 2023-11-07 - Buyout (LBO, MBO, MBI)
Santa Clara, California · www.almadenglobal.com
Alliant National Title Insurance Co. 2018-04-05 - Growth Capital
Longmont, Colorado · www.alliantnational.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Insurance - - 1 (50%) -
Marketing 1 (100%) - 1 (50%) -
Total 1 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (100%) - 2 (100%) -
  California 1 (100%) - 1 (50%) -
  Colorado - - 1 (50%) -
Total 1 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (100%) - 1 (50%) -
Growth Capital - - 1 (50%) -
Total 1 - 2 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (100%) -
Total 1 -

M&A Connections

Deals
Exited to
Strategic(s)
100%
1 (100%)

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