Rosemont Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rosemont Investment Group has acquired 1 company. It has also invested in 1 other.

Rosemont Investment Group’s most common sectors for investment arefinancial services (94%) and business services (7%) . The Firm’s most common investment types include recapitalization (54%) and buyout (lbo, mbo, mbi) (20%). In total, Rosemont Investment Group has invested in 10 US states.

In the last 3 years, Rosemont Investment Group has exited 3 companies. The Firm’s most common exit type is trade sale (40%).

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M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity15
    • M&A Sell Activity10
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 7
  • M&A Advisors 1

Rosemont Investment Group

Rosemont Investment Group LLC

200 Barr Harbor Drive, Suite 400,
West Conshohocken, Pennsylvania 19428
United States
(610) 834-1370
rosemontinv.com
info@rosemontinv.com

Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.


Investment Criteria

Sectors of Interest: Business Services, Financial Services

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 13 - - 1 - 1 15
Sell (0.6/yr) # 7 - 2 - - 1 10
  25

Most Recent M&A

Company Date Value Type
Northside Capital Management LLC 2024-05-02 - Growth Capital
Hood River, Oregon · www.northsidecap.com
Wilbanks Smith & Thomas Asset Management LLC 2024-04-02 - Merger
Norfolk, Virginia · www.wstam.com
Veris Wealth Partners LLC 2022-02-08 - Recapitalization
San Francisco, California · www.veriswp.com
Clearstead LLC 2021-10-08 - Secondary Sale
Cleveland, Ohio · www.clearstead.com
Litman Gregory Wealth Management 2021-03-09 - Trade Sale
Walnut Creek, California · www.lgam.com
Clearstead LLC 2017-03-31 - Recapitalization
Cleveland, Ohio · www.clearstead.com
Wilbanks Smith & Thomas Asset Management LLC 2016-09-06 - Growth Capital
Norfolk, Virginia · www.wstam.com
SouthernSun Asset Management, Inc. 2014-03-31 - Trade Sale
Memphis, Tennessee · www.southernsunam.com
Litman Gregory Wealth Management 2013-04-03 - Stake Purchase
Walnut Creek, California · www.lgam.com
Lateef Investment Management LP 2012-12-01 - Unknown
Greenbrae, California · www.lateef.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 1 (50%) - 14 (93%) -
Business Services 1 (50%) - 1 (7%) -
Total 2 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 15 (100%) -
  California 1 (50%) - 6 (40%) -
  Oregon 1 (50%) - 1 (7%) -
  Ohio - - 1 (7%) -
  New York - - 1 (7%) -
  Massachusetts - - 1 (7%) -
  Georgia - - 1 (7%) -
  Virginia - - 1 (7%) -
  Vermont - - 1 (7%) -
  Texas - - 1 (7%) -
  Tennessee - - 1 (7%) -
Total 2 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 1 (50%) - 8 (53%) -
Buyout (LBO, MBO, MBI) - - 3 (20%) -
Growth Capital 1 (50%) - 3 (20%) -
Stake Purchase - - 1 (7%) -
Total 2 - 15 -

Exits by Deal Type

Type Total # Value
Trade Sale 3 (30%) -
Unknown 3 (30%) -
Secondary Sale 2 (20%) -
Merger 1 (10%) -
Trade Sale - Public Company 1 (10%) -
Total 10 -

Top M&A Advisors

Legal Deals
Cozen O'Connor
 2

M&A Connections

Deals
Exited to
Investor(s)
20%
2 (20%)
Strategic(s)
50%
5 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

2000

Specialist/Generalist

Specialist

Leadership

Charles Burkhart

Founder & CEO

Bradley Mook

Managing Director

Melinda Bugg

CAO

Sam Schecter

CFO

FAQ

When was Rosemont Investment Group founded?

Rosemont Investment Group was founded in 2000.

What type of investor is Rosemont Investment Group?

Rosemont Investment Group is a private equity firm.

Where is Rosemont Investment Group headquartered?

Rosemont Investment Group is headquartered in West Conshohocken, Pennsylvania.

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