Tarsadia Investments Mergers and Acquisitions Summary

Family Office Profile

In the last 3 years, Tarsadia Investments has acquired 1 company. It has also invested in 1 other.

Tarsadia Investments’ most common sectors for investment arelife science (47%) and healthcare services (8%) . The Firm’s most common investment types include growth capital (54%) and buyout (lbo, mbo, mbi) (16%). In total, Tarsadia Investments has invested in 5 US states and 2 different countries.

In the last 3 years, Tarsadia Investments has exited 1 company. The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity15
    • M&A Buy Activity13
    • M&A Sell Activity2
  • Total Sectors Invested 8
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 1

Tarsadia Investments

Tarsadia Investments LLC

520 Newport Center Drive 21st Floor,
Newport Beach, California 92660
United States
www.tarsadia.com
contact@tarsadia.com

Tarsadia Investments is a Southern California based family office. The Firm is a flexible investor and looks to commit $5 to $75 million across multiple stages of maturity and asset classes. Sectors of interest include healthcare, life science, financial services, financial technology, real estate, and technology. In addition to direct investments, the Firm also invests in third party managed funds. Tarsadia Investments is based in Newport Beach, California.


Investment Criteria

Sectors of Interest: Business Services, Financial Services, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Life Science, Medical Products, Real Estate, Software, Technology Hardware

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 5 75
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) # 11 - 1 1 - - 13
Sell (0.2/yr) # 1 - 1 - - - 2
  15

Most Recent M&A

Company Date Value Type
Kirilys Therapeutics, Inc. 2022-01-01 - Growth Capital
San Francisco, California · www.kirilys.com
LERETA LLC 2021-07-06 - Secondary Sale
Covina, California · www.lereta.com
Erasca, Inc. 2021-01-01 - Buyout (LBO, MBO, MBI)
San Diego, California · www.erasca.com
DAQRI LLC 2019-09-09 - Shut Down
Los Angeles, California · www.daqri.com
MCC Non-Ferrous Trading LLC 2019-01-01 - Buyout (LBO, MBO, MBI)
White Plains, New York · www.metallicacc.com
Overseas Travel of Florida LLC 2019-01-01 - Growth Capital
Coral Gables, Florida · www.overseasnetwork.com
Cue Health, Inc. 2018-07-10 - Venture
San Diego, California · www.cuehealth.com
Envisics Ltd. 2018-01-01 - Growth Capital
Milton Keynes, United Kingdom · www.envisics.com
Asana BioSciences LLC 2014-01-01 - Growth Capital
Bridgewater, New Jersey · www.asanabiosciences.com
DAQRI LLC 2013-06-04 - Venture
Los Angeles, California · www.daqri.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Life Science 5 (50%) - 6 (46%) -
Automotive 1 (10%) - 1 (8%) -
Business Services - - 1 (8%) -
Healthcare Services 1 (10%) - 1 (8%) -
Leisure 1 (10%) - 1 (8%) -
Medical Products 1 (10%) - 1 (8%) -
Metals/Mining 1 (10%) - 1 (8%) -
Software - - 1 (8%) -
Total 10 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (90%) - 12 (92%) -
  California 3 (30%) - 5 (38%) -
  New Jersey 4 (40%) - 4 (31%) -
  Florida 1 (10%) - 1 (8%) -
  New York 1 (10%) - 1 (8%) -
  Illinois - - 1 (8%) -
United Kingdom 1 (10%) - 1 (8%) -
Total 10 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (60%) - 7 (54%) -
Buyout (LBO, MBO, MBI) 2 (20%) - 2 (15%) -
Venture 1 (10%) - 2 (15%) -
Divestiture - - 1 (8%) -
Stake Purchase 1 (10%) - 1 (8%) -
Total 10 - 13 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Shut Down 1 (50%) -
Total 2 -

M&A Connections

Deals
Acquired from
Strategic(s)
8%
1 (8%)
Exited to
Investor(s)
50%
1 (50%)

Investor Summary

Investor Type

Family Office

Size

Large

PE Assets

2.0B USD

Specialist/Generalist

Generalist

Leadership

Greg Casserly

CEO

Tushar Patel

Chairman & Founder

Gautam Patel

Managing Director

Rishi Reddy

Managing Director

Mitchell Caplan

President

FAQ

What type of investor is Tarsadia Investments?

Tarsadia Investments is a family office.

Where is Tarsadia Investments headquartered?

Tarsadia Investments is headquartered in Newport Beach, California.

How much capital does Tarsadia Investments have under management?

Tarsadia Investments has 2.0B USD under management.

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