Kodiak Capital Group Mergers and Acquisitions Summary

Private Equity Profile

Kodiak Capital Group’s most common sectors for investment are life science (20%) and distribution (10%). The Firm’s most common investment types include pipe (80%) and growth capital (20%). In total, Kodiak Capital Group has invested in 7 US states and 3 different countries.

The Firm’s most common exit type is ipo (100%).

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M&A Summary

  • M&A Total Activity11
    • M&A Buy Activity10
    • M&A Sell Activity1
  • Total Sectors Invested 9
  • Total Countries Invested 3

Kodiak Capital Group LLC

260 Newport Center Drive,
Newport Beach, California 92660
United States
(949) 432-6900
www.kodiak-capital.us
info@kodiakfunds.com

Kodiak Capital Group is a private equity firm focused on acquiring non-control equity positions in profitable, lower middle-market companies. The Firm looks to invest $1 to $25 million in businesses with at least $5 million in revenue. Investment funds are generally used to provide liquidity to shareholders, facilitate transition of ownership to key managers, and allow management to capitalize on growth opportunities. Kodiak Capital Group was formed in 2009 and is based in Newport Beach, California.


Investment Criteria

Sectors of Interest: Business Services, Distribution, Energy Services and Equipment, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Life Science, Medical Products, Oil/Gas Exploration, Software, Technology Hardware, Utilities

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

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

Transaction Criteria Min Max
Target Revenue 5 -
Target EBITDA - -
Investment Size 1 25
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 10 - - - - - 10
Sell (0.0/yr) # 1 - - - - - 1
  11

Most Recent M&A

Company Date Value Type
Endonovo Therapeutics, Inc. 2015-01-21 - PIPE
Woodland Hills, California · www.endonovo.com
Cirque Energy, Inc. 2014-10-27 - PIPE
Midland, Michigan · www.cirque-energy.com
ChineseInvestors.com, Inc. 2013-01-01 - IPO
Denver, Colorado · www.chinesefn.com
LivetoClose.com 2012-12-03 - Growth Capital
New York, New York · www.livetoclose.com
Kallo, Inc. 2012-10-02 - PIPE
Markham, Ontario · www.kalloinc.ca
ChineseInvestors.com, Inc. 2012-07-17 - Growth Capital
Denver, Colorado · www.chinesefn.com
Freedom Energy Holdings, Inc. 2012-05-22 - PIPE
Fort Wayne, Indiana · www.freedomenergyholdings.com
AmbiCom Holdings, Inc. 2011-11-08 - PIPE
Milpitas, California · www.ambicom.com
Admedus Limited 2011-09-30 - PIPE
Toowong, Australia · www.admedus.com
CAVU Resources, Inc. 2011-05-24 - PIPE
Las Vegas, Oklahoma · www.cavuresource.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Life Science 2 (22%) - 2 (20%) -
Distribution 1 (11%) - 1 (10%) -
Energy Services and Equipment 1 (11%) - 1 (10%) -
Healthcare Services 1 (11%) - 1 (10%) -
Information Services - - 1 (10%) -
Information Technology 1 (11%) - 1 (10%) -
Internet Software and Services 1 (11%) - 1 (10%) -
Oil/Gas Exploration 1 (11%) - 1 (10%) -
Technology Hardware 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (78%) - 8 (80%) -
  California 2 (22%) - 2 (20%) -
  Wyoming 1 (11%) - 1 (10%) -
  Oklahoma 1 (11%) - 1 (10%) -
  New York 1 (11%) - 1 (10%) -
  Michigan 1 (11%) - 1 (10%) -
  Indiana 1 (11%) - 1 (10%) -
  Colorado - - 1 (10%) -
Canada 1 (11%) - 1 (10%) -
  Ontario 1 (11%) - 1 (10%) -
Australia 1 (11%) - 1 (10%) -
Total 9 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
PIPE 8 (89%) - 8 (80%) -
Growth Capital 1 (11%) - 2 (20%) -
Total 9 - 10 -

Exits by Deal Type

Type Total # Value
IPO 1 (100%) -
Total 1 -

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