Lateral Investment Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Lateral Investment Management has invested in 2 companies.

Lateral Investment Management’s most common sectors for investment are business services (34%) and healthcare services (34%). The Firm’s most common investment types include growth capital (100%). In total, Lateral Investment Management has invested in 3 US states.

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M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 3
  • Total Countries Invested 1

Lateral Investment Management LLC

400 S. El Camino Real, Suite 1100,
San Mateo, California 94402
United States
(650) 396-2200
www.lateralim.com
ir@lateralim.com

Lateral Investment Management provides growth financing to owner-operated and family-owned businesses. The Firm provides senior secured loans to non-sponsored, independent companies which generate $5 to $100 million in revenue. Lateral looks to offer an alternative to the dilution and loss of control of private equity and typically works in partnership with management to help companies scale their existing businesses. Funds are generally used to support bridge financing needs, growth, acquisitions, and other special situations. Lateral Investment Management is based in San Mateo, California.


Investment Criteria

Sectors of Interest: Business Services, Communications, Consumer Products, Distribution, Information Services, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 5 100
Target EBITDA 1 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.6/yr) # - 1 - 1 1 - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Morae Global Corp. 2019-05-30 - Growth Capital
Washington, District of Columbia · www.moraeglobal.com
Santa Cruz Valley Regional Hospital 2018-06-01 - Growth Capital
Green Valley, Arizona · www.scvrhaz.com
FTE Networks, Inc. 2016-02-08 - Growth Capital
Naples, Florida · www.ftenet.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (33%) - 1 (33%) -
Healthcare Services 1 (33%) - 1 (33%) -
Information Technology 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 3 (100%) -
  Florida 1 (33%) - 1 (33%) -
  District of Columbia 1 (33%) - 1 (33%) -
  Arizona 1 (33%) - 1 (33%) -
Total 3 - 3 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (100%) - 3 (100%) -
Total 3 - 3 -

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