Virgo Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Virgo Investment Group has invested in 1 company.

Virgo Investment Group’s most common sectors for investment arefinancial services (24%) and insurance (8%) . The Firm’s most common investment types include growth capital (85%) and secondary buyout (8%). In total, Virgo Investment Group has invested in 8 US states and 3 different countries.

In the last 3 years, Virgo Investment Group has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity13
    • M&A Sell Activity3
  • Total Sectors Invested 11
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 8

Virgo Investment Group

Virgo Investment Group LLC

1201 Howard Ave, Suite 300,,
Burlingame, California 94010
United States
(650) 486-1953
www.virgo-llc.com

Virgo Investment Group is an opportunistic alternative investment firm focused on investing in and providing credit to middle-market companies. The Firm was formed in 2009 and is based in Redwood Shores, California.


Investment Criteria

Sectors of Interest: Aerospace, Airlines, Energy Services and Equipment, Financial Services, Healthcare Services, Leisure, Machinery, Media

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Special Situations/Distressed, Stake Purchase

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

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 (0.4/yr) # 11 1 1 - - - 13
Sell (0.4/yr) # 1 - 1 1 - - 3
  16

Most Recent M&A

Company Date Value Type
Transverse Insurance Group LLC 2022-08-10 - Trade Sale
Warren, New Jersey · www.transverseinsurance.com
Flow Beverage Corp. 2021-07-14 - IPO
Aurora, Ontario · www.flowhydration.com
Apricus Health 2021-01-19 - Growth Capital
Scottsdale, Arizona · www.apricushealth.com
Flow Beverage Corp. 2020-10-01 - Growth Capital
Aurora, Ontario · www.flowhydration.com
Nautilus Solar Energy LLC 2019-07-31 - Trade Sale
Summit, New Jersey · www.nautilussolar.com
Transverse Insurance Group LLC 2019-07-01 - Growth Capital
Warren, New Jersey · www.transverseinsurance.com
Bitcentral, Inc. 2019-03-19 - Growth Capital
Newport Beach, California · www.bitcentral.com
80 Acres Farms 2019-01-15 - Growth Capital
Hamilton, Ohio · www.80acresfarms.com
Superfly Productions LLC 2018-09-12 - Growth Capital
New York, New York · www.superf.ly
Nautilus Solar Energy LLC 2015-10-08 - Secondary Buyout
Summit, New Jersey · www.nautilussolar.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (30%) - 3 (23%) -
Aerospace 1 (10%) - 1 (8%) -
Agriculture 1 (10%) - 1 (8%) -
Beverages - - 1 (8%) -
Digital Media 1 (10%) - 1 (8%) -
Healthcare Services 1 (10%) - 1 (8%) -
Insurance - - 1 (8%) -
Life Science 1 (10%) - 1 (8%) -
Media 1 (10%) - 1 (8%) -
Renewable Energy - - 1 (8%) -
Transportation 1 (10%) - 1 (8%) -
Total 10 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (90%) - 11 (85%) -
  California 2 (20%) - 2 (15%) -
  North Carolina 2 (20%) - 2 (15%) -
  New Jersey - - 2 (15%) -
  Michigan 1 (10%) - 1 (8%) -
  Arizona 1 (10%) - 1 (8%) -
  Texas 1 (10%) - 1 (8%) -
  Ohio 1 (10%) - 1 (8%) -
  New York 1 (10%) - 1 (8%) -
Ireland 1 (10%) - 1 (8%) -
Canada - - 1 (8%) -
  Ontario - - 1 (8%) -
Total 10 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (90%) - 11 (85%) -
Secondary Buyout - - 1 (8%) -
Venture 1 (10%) - 1 (8%) -
Total 10 - 13 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
IPO 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Investor(s)
8%
1 (8%)
Exited to
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Jesse Watson

Co-Founder & CIO, Managing Partner

Brian Wade

Managing Director

Kyle Limberg

Managing Director

Scott Guthrie

Managing Director

Melissa Toma Ryan

Managing Director & Head of Business Development & Investor Relations

FAQ

When was Virgo Investment Group founded?

Virgo Investment Group was founded in 2009.

What type of investor is Virgo Investment Group?

Virgo Investment Group is a private equity firm.

Where is Virgo Investment Group headquartered?

Virgo Investment Group is headquartered in Burlingame, California.

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