Level Equity Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Level Equity Management has acquired 6 companies. It has also invested in 18 others.

Level Equity Management’s most common sectors for investment areinternet software and services (51%) and software (31%) . The Firm’s most common investment types include venture (41%) and growth capital (39%). In total, Level Equity Management has invested in 23 US states and 7 different countries.

In the last 3 years, Level Equity Management has exited 7 companies. The Firm’s most common exit type is trade sale (54%).

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M&A Summary

  • M&A Total Activity73
    • M&A Buy Activity58
    • M&A Sell Activity15
  • Total Sectors Invested 8
  • Total Countries Invested 7
  • M&A Buy/Sell Connections 33
  • M&A Advisors 2

Level Equity Management LLC

140 East 45th Street, 42nd 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 ≤ '19 '20 '21 '22 '23 '24 T
Buy (5.6/yr) # 30 4 12 9 1 2 58
Sell (1.8/yr) # 6 2 3 2 2 - 15
  73

Most Recent M&A

Company Date Value Type
DocuPhase LLC 2024-02-20 - Secondary Buyout
Clearwater, Florida · www.docuphase.com
Application Development Consultants LLC 2024-02-17 - Secondary Buyout
Tampa, Florida · www.upshop.com
Groove Labs, Inc. 2023-08-14 - Trade Sale
San Francisco, California · www.groove.co
WeSpire, Inc. 2023-05-31 - Trade Sale
Boston, Massachusetts · www.wespire.com
Tripleseat Software LLC 2023-04-27 - Secondary Buyout
Concord, Massachusetts · www.tripleseat.com
TeamDynamix Solutions LLC 2022-12-21 - Secondary Buyout
Columbus, Ohio · www.teamdynamix.com
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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CivicPlus, Inc. 2021-05-13 Monsido LLC 2023-11-14 1
Manhattan, Kansas · www.civicplus.com Manhattan, Kansas · www.monsido.com
Planet DDS, Inc. 2019-08-01 Cloud 9 Software 2023-01-05 3
Newport Beach, California · www.planetdds.com Roswell, Georgia · www.cloud9.software
Planet DDS, Inc. 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 19 (43%) - 30 (51%) -
Software 16 (36%) - 18 (31%) -
Information Technology 5 (11%) - 6 (10%) -
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 44 - 59 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 35 (80%) - 49 (83%) -
  California 8 (18%) - 12 (20%) -
  Georgia 2 (5%) - 4 (7%) -
  Florida 3 (7%) - 3 (5%) -
  Ohio 2 (5%) - 3 (5%) -
  Massachusetts 1 (2%) - 3 (5%) -
  Texas 2 (5%) - 2 (3%) -
  North Carolina 2 (5%) - 2 (3%) -
  Maryland 2 (5%) - 2 (3%) -
  Illinois 2 (5%) - 2 (3%) -
  Arizona 2 (5%) - 2 (3%) -
  Connecticut - - 2 (3%) -
  Washington 1 (2%) - 1 (2%) -
  Virginia 1 (2%) - 1 (2%) -
  Tennessee 1 (2%) - 1 (2%) -
  Rhode Island 1 (2%) - 1 (2%) -
  Pennsylvania 1 (2%) - 1 (2%) -
  Oregon 1 (2%) - 1 (2%) -
  Kansas 1 (2%) - 1 (2%) -
  Delaware 1 (2%) - 1 (2%) -
  New York - - 1 (2%) -
  Nebraska - - 1 (2%) -
  Missouri - - 1 (2%) -
Canada 3 (7%) - 4 (7%) -
  Ontario 1 (2%) - 2 (3%) -
  Quebec 1 (2%) - 1 (2%) -
  Alberta 1 (2%) - 1 (2%) -
France 2 (5%) - 2 (3%) -
United Kingdom 1 (2%) - 1 (2%) -
Germany 1 (2%) - 1 (2%) -
Australia 1 (2%) - 1 (2%) -
Finland 1 (2%) - 1 (2%) -
Total 44 - 59 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 17 (39%) - 24 (41%) -
Growth Capital 18 (41%) - 23 (39%) -
Secondary Buyout 8 (18%) - 9 (15%) -
Recapitalization 1 (2%) - 2 (3%) -
Buyout (LBO, MBO, MBI) - - 1 (2%) -
Total 44 - 59 -

Exits by Deal Type

Type Total # Value
Trade Sale 5 (33%) -
Secondary Sale 4 (27%) -
Trade Sale - Public Company 3 (20%) -
Unknown 2 (13%) -
Merger 1 (7%) -
Total 15 -

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)
14%
8 (14%)
Exited to
Investor(s)
27%
4 (27%)
Strategic(s)
60%
9 (60%)

FAQ

When was Level Equity Management LLC founded?

Level Equity Management LLC was founded in 2009.

What type of investor is Level Equity Management LLC?

Level Equity Management LLC is a private equity firm.

Where is Level Equity Management LLC headquartered?

Level Equity Management LLC is headquartered in New York, New York.

How much capital does Level Equity Management LLC have under management?

Level Equity Management LLC has 1.7B USD under management.

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