Kern Whelan Capital Mergers and Acquisitions Summary

Private Equity Profile

Kern Whelan Capital’s most common sectors for investment are internet software and services (50%) and communications (17%). The Firm’s most common investment types include growth capital (50%) and venture (34%). In total, Kern Whelan Capital has invested in 3 US states.

In the last 3 years, Kern Whelan Capital has exited 2 companies. The Firm’s most common exit type is trade sale (40%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity6
    • M&A Sell Activity5
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Kern Whelan Capital LLC

60 East Sir Francis Drake Blvd., Suite 302,
Larkspur, California 94939
United States
(415) 685-0628
www.kernwhelan.com
info@kernwhelan.com

Kern Whelan Capital is an independent investment firm focused on companies at all stages of development. Kern Whelan will consider funding new ventures as well as investing in established/profitable businesses. The Firm is a generalist investor, with no industry preferences and generally targets capital efficient businesses with strong management and the potential to generate operating profits of 15% or better. Kern Whelan Capital is based in San Francisco.


Investment Criteria

Sectors of Interest: Beverages, Business Services, Communications, Distribution, Electrical Equipment, Information Technology, Internet Software and Services, Life Science, Medical Products, Software, Staffing, Transportation

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - 50
Investment Size 3 20
Enterprise Value 2 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 6 - - - - - 6
Sell (0.8/yr) # 1 2 1 1 - - 5
  11

Most Recent M&A

Company Date Value Type
Quri Inc. 2018-01-18 - Add-on Acquisition
San Francisco, California · www.quri.com
Discovia 2017-05-17 - Add-on Acquisition
San Francisco, California · www.sfldata.com
Reata Pharmaceuticals, Inc. 2016-05-25 - IPO
Plano, Texas · www.reatapharma.com
Pallet Logistics of America LLC 2016-03-29 - Recapitalization
Dallas, Texas · www.plofa.com
Shopatron, Inc. 2015-11-25 - Divestiture
San Luis Obispo, California · www.ecommerce.shopatron.com
InvestCloud, Inc. 2015-10-13 - Growth Capital
West Hollywood, California · www.investcloud.com
Arcadia Towers 2014-05-09 - Growth Capital
Cincinnati, Ohio · www.arcadiacommunications.us
User Testing, Inc. 2012-09-06 - Venture
San Francisco, California · www.usertesting.com
Cohera Medical, Inc. 2008-10-17 - Venture
Raleigh, North Carolina · www.coheramedical.com
Shopatron, Inc. 2007-10-02 - Growth Capital
San Luis Obispo, California · www.ecommerce.shopatron.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 2 (67%) - 3 (50%) -
Communications - - 1 (17%) -
Information Technology - - 1 (17%) -
Medical Products 1 (33%) - 1 (17%) -
Total 3 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 6 (100%) -
  California 2 (67%) - 4 (67%) -
  North Carolina 1 (33%) - 1 (17%) -
  Ohio - - 1 (17%) -
Total 3 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 1 (33%) - 3 (50%) -
Venture 2 (67%) - 2 (33%) -
Buyout (LBO, MBO, MBI) - - 1 (17%) -
Total 3 - 6 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (40%) -
Divestiture 1 (20%) -
IPO 1 (20%) -
Recapitalization 1 (20%) -
Total 5 -

M&A Connections

Deals %
Exited to
PE Firm(s)
25%
1 25%
Strategic(s)
75%
3 75%

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