Weld North Mergers and Acquisitions Summary

Private Equity Firm Profile

Weld North’s most common sectors for investment areeducation (56%) and internet software and services (23%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (67%) and venture (23%). In total, Weld North has invested in 5 US states.

In the last 3 years, Weld North has exited 1 company. The Firm’s most common exit type is trade sale (60%). Weld North’s largest (disclosed) exit occurred in 2021 when it sold Relationship Science for $7M.

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M&A Summary

  • M&A Total Activity14
    • M&A Buy Activity9
    • M&A Sell Activity5
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Weld North

2187 Atlantic Street, Fifth Floor,
Stamford, Connecticut 06902
United States
(203) 413-5170
www.weldnorth.com
contact@weldnorth.com

Weld North is a private investment firm focused on opportunities in the education sector. The Firm will consider venture opportunities as well as investments in mature businesses. Weld North was formed in 2010 by Jonathan Grayer - former CEO of Kaplan, Inc. and works in partnership with KKR. The Firm is based in New York City.


Investment Criteria

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

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

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 (0.0/yr) # 9 - - - - - 9
Sell (0.2/yr) # 4 - 1 - - - 5
vol $7M $7M
  14

Most Recent M&A

Company Date Value Type
Relationship Science LLC 2021-05-24 7M USD Trade Sale
New York, New York · www.relsci.com
The Learning House, Inc. 2018-10-09 - Trade Sale
Louisville, Kentucky · www.learninghouse.com
Performance Matters LLC 2018-02-01 - Trade Sale
Sandy, Utah · www.performancematters.com
Imagine Learning LLC 2018-01-04 - Secondary Buyout
Tempe, Arizona · www.imaginelearning.com
Performance Matters LLC 2014-04-07 - Buyout (LBO, MBO, MBI)
Sandy, Utah · www.performancematters.com
Organic Avenue LLC 2013-01-08 - Buyout (LBO, MBO, MBI)
New York, New York · www.organicavenue.com
Editure Professional Development, Inc. 2012-12-01 - Trade Sale
New York, New York · www.editurepd.com
JBHM Education Group LLC 2012-12-01 - Trade Sale
Jackson, Mississippi · www.jbhm-edgroup.com
Editure Professional Development, Inc. 2012-09-24 - Buyout (LBO, MBO, MBI)
New York, New York · www.editurepd.com
JBHM Education Group LLC 2012-09-24 - Buyout (LBO, MBO, MBI)
Jackson, Mississippi · www.jbhm-edgroup.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Imagine Learning LLC 2018-01-04 Glynlyon, Inc. 2019-02-05 8
Tempe, Arizona · www.imaginelearning.com Chandler, Arizona · www.glynlyon.com
Edgenuity, Inc. 2011-07-11 CompassLearning, Inc. 2016-08-01 2
Scottsdale, Arizona · www.edgenuity.com Austin, Texas · www.compasslearning.com

M&A by Sector

Sector Current # Value All-time # Value
Education 2 (67%) - 5 (56%) -
Internet Software and Services 1 (33%) - 2 (22%) -
Food - - 1 (11%) -
Information Services - - 1 (11%) -
Total 3 - 9 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 9 (100%) -
  New York 1 (33%) - 4 (44%) -
  Arizona 2 (67%) - 2 (22%) -
  Utah - - 1 (11%) -
  Mississippi - - 1 (11%) -
  Kentucky - - 1 (11%) -
Total 3 - 9 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 1 (33%) - 6 (67%) -
Venture 1 (33%) - 2 (22%) -
Secondary Buyout 1 (33%) - 1 (11%) -
Total 3 - 9 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (80%) 7M (100%)
Trade Sale - Public Company 1 (20%) -
Total 5 $7M

Deal Values

sell # Total
< $100M 1 $7M
TOTAL $7M
Largest Relationship Science LLC
$7M (2021-05-24)

M&A Connections

Deals
Acquired from
Investor(s)
11%
1 (11%)
Exited to
Strategic(s)
100%
5 (100%)

FAQ

When was Weld North founded?

Weld North was founded in 2010.

What type of investor is Weld North?

Weld North is a private equity firm.

Where is Weld North headquartered?

Weld North is headquartered in Stamford, Connecticut.

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