Lateral Investment Management Mergers and Acquisitions Summary

Lender Profile

Lateral Investment Management’s most common sectors for investment arebusiness 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
  • M&A Buy/Sell Connections 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, Forest Products, Healthcare Services, Information Services, Information Technology, 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 10 250
Target EBITDA 1 10
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Morae Global Corp. 2019-05-30 - Growth Capital
Houston, Texas · 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%) -
  Texas 1 (33%) - 1 (33%) -
  Florida 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 -

Investor Summary

Investor Type

Lender

Size

Middle-Market

Established

2014

Specialist/Generalist

Generalist

Leadership

Richard De Silva

Founder & Managing Partner

Margret Hardardottir

Managing Director

Stuart Barden

Managing Director

David Lin

CFO

Anthony Cassano

Director

FAQ

When was Lateral Investment Management LLC founded?

Lateral Investment Management LLC was founded in 2014.

What type of investor is Lateral Investment Management LLC?

Lateral Investment Management LLC is a lender.

Where is Lateral Investment Management LLC headquartered?

Lateral Investment Management LLC is headquartered in San Mateo, California.

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