Level Equity Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Level Equity Management has acquired 3 companies. It has also invested in 23 others.

Level Equity Management’s most common sectors for investment areinternet software and services (53%) and software (29%) . The Firm’s most common investment types include venture (46%) and growth capital (40%). In total, Level Equity Management has invested in 22 US states and 7 different countries.

In the last 3 years, Level Equity Management has exited 8 companies. The Firm’s most common exit type is trade sale (50%).

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M&A Summary

  • M&A Total Activity64
    • M&A Buy Activity52
    • M&A Sell Activity12
  • Total Sectors Invested 8
  • Total Countries Invested 7
  • M&A Buy/Sell Connections 31
  • M&A Advisors 2

Level Equity Management LLC

Two Grand Central Tower, 140 East 45th Street, 39th Floor,
New York, New York 10017
United States
(212) 660-2470
www.levelequity.com
information@levelequity.com

Level Equity Management LLC is a private investment firm focused on providing equity and structured capital to growth businesses. Sectors of interest include e-commerce, healthcare services, IT, internet software, and media. Level Equity Management was formed in 2009 and is based in New York City.


Investment Criteria

Sectors of Interest: E-Commerce, Healthcare Services, Information Technology, Internet Software and Services, Media, Software

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

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (6.4/yr) # 20 6 4 4 10 8 52
Sell (1.8/yr) # 3 1 2 2 3 1 12
  64

Most Recent M&A

Company Date Value Type
Mytonomy, Inc. 2022-07-28 - Venture
Bethesda, Maryland · www.mytonomy.com
RightData, Inc. 2022-06-20 - Venture
Atlanta, Georgia · www.getrightdata.com
HoxHunt Oy 2022-05-31 - Venture
Helsinki, Finland · www.hoxhunt.com
Radix, Inc. 2022-04-19 - Venture
Scottsdale, Arizona · www.radix.com
Instaclustr 2022-04-07 - Add-on Acquisition
Palo Alto, California · www.instaclustr.com
WorkHound Inc. 2022-03-16 - Venture
Chattanooga, Tennessee · www.workhound.com
Checkroom 2022-03-15 - Venture
New York,, United States · www.cheqroom.com
PURE Property Management LLC 2022-02-02 - Growth Capital
Los Gatos, California · www.purepm.co
MacroMind Media Inc. 2022-01-06 - Venture
Calgary, Alberta · www.headversity.com
Inbenta Holdings Inc. 2021-12-14 - Venture
Sunnyvale,, California · www.inbenta.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Planet DDS 2019-08-01 QSIDental 2022-08-11 2
Newport Beach, California · www.planetdds.com Irvine, California · www.qsidental.com
Net Health 2017-12-18 PointRight, Inc. 2021-01-12 4
Pittsburgh, Pennsylvania · www.nethealth.com Cambridge, Massachusetts · www.pointright.com
Net Health 2017-12-18 Optima Healthcare Solutions, Inc. 2019-07-02 3
Pittsburgh, Pennsylvania · www.nethealth.com Palm City, Florida · www.optimahcs.com

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 20 (49%) - 28 (53%) -
Software 14 (34%) - 15 (28%) -
Information Technology 3 (7%) - 5 (9%) -
Furniture 1 (2%) - 1 (2%) -
Healthcare Services 1 (2%) - 1 (2%) -
Insurance - - 1 (2%) -
Leisure 1 (2%) - 1 (2%) -
Marketing 1 (2%) - 1 (2%) -
Total 41 - 53 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 33 (80%) - 44 (83%) -
  California 9 (22%) - 12 (23%) -
  Georgia 2 (5%) - 4 (8%) -
  Arizona 2 (5%) - 2 (4%) -
  Texas 2 (5%) - 2 (4%) -
  North Carolina 2 (5%) - 2 (4%) -
  Maryland 2 (5%) - 2 (4%) -
  Illinois 2 (5%) - 2 (4%) -
  Ohio 1 (2%) - 2 (4%) -
  Massachusetts 1 (2%) - 2 (4%) -
  Connecticut 1 (2%) - 2 (4%) -
  Washington 1 (2%) - 1 (2%) -
  Virginia 1 (2%) - 1 (2%) -
  Tennessee 1 (2%) - 1 (2%) -
  Pennsylvania 1 (2%) - 1 (2%) -
  Oregon 1 (2%) - 1 (2%) -
  Kansas 1 (2%) - 1 (2%) -
  Florida 1 (2%) - 1 (2%) -
  Delaware 1 (2%) - 1 (2%) -
  New York - - 1 (2%) -
  Nebraska - - 1 (2%) -
  Missouri - - 1 (2%) -
Canada 2 (5%) - 3 (6%) -
  Quebec 1 (2%) - 1 (2%) -
  Alberta 1 (2%) - 1 (2%) -
  Ontario - - 1 (2%) -
France 2 (5%) - 2 (4%) -
United Kingdom 1 (2%) - 1 (2%) -
Germany 1 (2%) - 1 (2%) -
Australia 1 (2%) - 1 (2%) -
Finland 1 (2%) - 1 (2%) -
Total 41 - 53 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 19 (46%) - 24 (45%) -
Growth Capital 16 (39%) - 21 (40%) -
Secondary Buyout 5 (12%) - 5 (9%) -
Recapitalization 1 (2%) - 2 (4%) -
Buyout (LBO, MBO, MBI) - - 1 (2%) -
Total 41 - 53 -

Exits by Deal Type

Type Total # Value
Secondary Sale 4 (33%) -
Trade Sale 3 (25%) -
Trade Sale - Public Company 3 (25%) -
Unknown 2 (17%) -
Total 12 -

Top M&A Advisors

Financial Deals
Ernst & Young Capital Advisors LLC
1
Legal Deals
Latham & Watkins
1

M&A Connections

Deals
Acquired from
Investor(s)
8%
4 (8%)
Exited to
Investor(s)
33%
4 (33%)
Strategic(s)
50%
6 (50%)

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