Marcus Investments Mergers and Acquisitions Summary

Family Office Profile

Marcus Investments’ most common sectors for investment areconsumer products (50%) and consumer services (50%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (100%). In total, Marcus Investments has invested in 1 US state.

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M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1

Marcus Investments LLC

301 North Broadway, Suite 300,
Milwaukee, Wisconsin 53202
United States
(414) 585-8840
www.marcusinvestments.com
contact@marcusinvestments.com

Marcus Investments LLC is a family office focused on a variety of direct investments at all company stages. The Firm does not have any sector preferences and will consider opportunities throughout the US. Marcus Investments is headquartered in Milwaukee, Wisconsin.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Energy Services and Equipment, Financial Services, Information Services, Insurance, Marketing, Media, Medical Products, Real Estate, Transportation

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

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

Transaction Criteria Min Max
Target Revenue 10 150
Target EBITDA 1 15
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.2/yr) # 1 1 - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Ovation Communities 2020-10-07 - Buyout (LBO, MBO, MBI)
Mequon, Wisconsin · www.ovation.org
Verlo Mattress Factory Stores 2012-01-06 - Buyout (LBO, MBO, MBI)
Milwaukee, Wisconsin · www.verlo.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Consumer Products 1 (50%) - 1 (50%) -
Consumer Services 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 2 (100%) -
  Wisconsin 2 (100%) - 2 (100%) -
Total 2 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 2 (100%) - 2 (100%) -
Total 2 - 2 -

Investor Summary

Investor Type

Family Office

Size

Small

Specialist/Generalist

Generalist

Leadership

Tim Anderson

Managing Director of Business Development

Chris Meinecke

CFO

FAQ

What type of investor is Marcus Investments LLC?

Marcus Investments LLC is a family office.

Where is Marcus Investments LLC headquartered?

Marcus Investments LLC is headquartered in Milwaukee, Wisconsin.

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