Level Equity Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Level Equity Management has acquired 1 company. It has also invested in 4 others.

Level Equity Management’s most common sectors for investment are internet software and services (55%) and software (20%). The Firm’s most common investment types include growth capital (45%) and venture (30%). In total, Level Equity Management has invested in 11 US states and 2 different countries.

In the last 3 years, Level Equity Management has exited 3 companies. The Firm’s most common exit type is secondary buyout (60%).

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M&A Summary

  • M&A Total Activity25
    • M&A Buy Activity20
    • M&A Sell Activity5
  • Total Sectors Invested 5
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 10
  • 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (3.0/yr) # 5 4 5 4 2 - 20
Sell (1.0/yr) # - - 3 1 - 1 5
  25

Most Recent M&A

Company Date Value Type
Tripleseat Software LLC 2020-03-04 - Secondary Buyout
Concord, Massachusetts · www.tripleseat.com
Planet DDS, Inc. 2019-08-01 - Secondary Buyout
Newport Beach, California · www.planetdds.com
ArchiveSocial, Inc. 2019-05-09 - Growth Capital
Durham, North Carolina · www.archivesocial.com
Instaclustr 2018-08-16 - Growth Capital
Palo Alto, California · www.instaclustr.com
S&S HealthCare Strategies Ltd. 2018-08-14 - Recapitalization
Cincinnati, Ohio · www.ss-healthcare.com
inMotionNow, Inc. 2018-06-26 - Growth Capital
Morrisville, North Carolina · www.inmotionnow.com
STACK Construction Technologies 2018-01-23 - Growth Capital
Mason, Ohio · www.stackct.com
ClubReady LLC 2018-01-22 - Add-on Acquisition
St. Louis, Missouri · www.clubready.club
Net Health 2017-12-18 - Secondary Buyout
Pittsburgh, Pennsylvania · www.nethealth.com
Ensenta Corp. 2017-11-28 - Add-on Acquisition
Redwood Shores, California · www.ensenta.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Planet DDS, Inc. 2019-08-01 Apteryx Imaging, Inc. 2020-06-15 1
Newport Beach, California · www.planetdds.com Akron, Ohio · www.apteryx.com
Net Health 2017-12-18 Tissue Analytics, Inc. 2020-05-14 2
Pittsburgh, Pennsylvania · www.nethealth.com Baltimore, Maryland · www.tissue-analytics.com
Net Health 2017-12-18 Optima Healthcare Solutions, Inc. 2019-07-02 1
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 6 (43%) - 11 (55%) -
Software 4 (29%) - 4 (20%) -
Information Technology 2 (14%) - 3 (15%) -
Healthcare Services 1 (7%) - 1 (5%) -
Insurance 1 (7%) - 1 (5%) -
Total 14 - 20 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (93%) - 19 (95%) -
  California 4 (29%) - 5 (25%) -
  Georgia 2 (14%) - 3 (15%) -
  Ohio 2 (14%) - 2 (10%) -
  North Carolina 2 (14%) - 2 (10%) -
  Pennsylvania 1 (7%) - 1 (5%) -
  New York 1 (7%) - 1 (5%) -
  Illinois 1 (7%) - 1 (5%) -
  Nebraska - - 1 (5%) -
  Missouri - - 1 (5%) -
  Massachusetts - - 1 (5%) -
  Connecticut - - 1 (5%) -
Australia 1 (7%) - 1 (5%) -
Total 14 - 20 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (43%) - 9 (45%) -
Venture 4 (29%) - 6 (30%) -
Recapitalization 2 (14%) - 2 (10%) -
Secondary Buyout 2 (14%) - 2 (10%) -
Buyout (LBO, MBO, MBI) - - 1 (5%) -
Total 14 - 20 -

Exits by Deal Type

Type Total # Value
Secondary Sale 3 (60%) -
Trade Sale 1 (20%) -
Trade Sale - Public Company 1 (20%) -
Total 5 -

Top M&A Advisors

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

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
1 100%
Exited to
PE Firm(s)
71%
5 71%
Strategic(s)
29%
2 29%

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