Marlin Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Marlin Equity Partners has acquired 18 companies. It has also invested in 7 others.

Marlin Equity Partners’ most common sectors for investment are software (35%) and internet software and services (26%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (29%) and divestiture (28%). In total, Marlin Equity Partners has invested in 24 US states and 9 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Tellabs for $891M.

In the last 3 years, Marlin Equity Partners has exited 14 companies. The Firm’s most common exit type is trade sale (76%). Marlin Equity Partners’ largest (disclosed) exit occurred in 2018 when it sold AdvancedMD Software for $700M.

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M&A Summary

  • M&A Total Activity128
    • M&A Buy Activity91
    • M&A Sell Activity37
  • Total Sectors Invested 15
  • Total Countries Invested 9
  • M&A Buy/Sell Connections 54
  • M&A Advisors 11

Marlin Equity Partners

338 Pier Avenue,
Hermosa Beach, California 90254
United States
(310) 364-0100
www.marlinequity.com
info@marlinequity.com

Marlin Equity Partners is a private investment firm focused on acquiring distressed businesses with sales of $10 million to $2 billion. Marlin has a special interest in non-core or underperforming divisions of larger corporations, as well as companies facing some sort of financial, operational or market-related transition. Marlin is a generalist investor and will consider opportunities in technology (software, IT, payment systems, hardware, communications, internet), healthcare, consumer (apparel, retail, consumer products, food/beverage), services (business, financial, consumer, education), manufacturing (automotive, industrial, metals, plastics), aerospace, defense, and media. Marlin prefers businesses with scalable business models, strong installed customer bases, defensible market positions, and barriers to entry. Marlin Equity Partners was formed in 2005 and is based in Hermosa Beach, California with an additional office in London.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Beverages, Business Services, Communications, Consumer Products, Digital Media, E-Commerce, Electrical Equipment, Food, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Machinery, Media, Plastics, Retail, Software, Staffing, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue 10 2,000
Target EBITDA - -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (6.8/yr) # 57 9 8 8 7 2 91
vol $1.1B $1.1B
Sell (4.4/yr) # 15 8 4 5 4 1 37
vol $407M $281M $700M $275M $1.7B
  128

Most Recent M&A

Company Date Value Type
Lengow SAS 2021-02-15 - Growth Capital
Paris, France · www.lengow.com
Changepoint Corp. 2021-01-12 - Add-on Acquisition
Richmond Hill, Ontario · www.changepoint.com
TaxSlayer LLC 2021-01-08 - Growth Capital
Augusta, Georgia · www.taxslayer.com
eMDs, Inc. 2020-11-23 - Add-on Acquisition
Austin, Texas · www.emds.com
COYO GmbH 2020-11-13 - Buyout (LBO, MBO, MBI)
Hamburg, Germany · www.coyoapp.com
Unifaun Group 2020-08-07 - Secondary Buyout
Stockholm, Sweden · www.unifaun.com
Pentalog France SA 2020-08-05 - Growth Capital
Paris, France · www.pentalog.fr
AVI-SPL, Inc. 2020-04-07 - Secondary Buyout
Tampa, Florida · www.avispl.com
LifeSize Communications, Inc. 2020-03-10 - Divestiture
Austin, Texas · www.lifesize.com
Heimdal Security A/S 2020-03-05 - Buyout (LBO, MBO, MBI)
Copenhagen, Denmark · www.heimdalsecurity.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Talkwalker, Inc. 2018-01-11 Nielsen Social 2020-07-23 1
Luxembourg, Luxembourg · www.talkwalker.com New York, New York · www.nielsensocial.com
Medius AB 2017-08-02 Wax Digital Ltd. 2019-11-19 1
Linköping, Sweden · www.mediusflow.com Hyde, United Kingdom · www.wax-digital.com
Tangoe, Inc. 2017-04-28 MOBI Wireless Management LLC 2018-12-05 1
Orange, Connecticut · www.tangoe.com Indianapolis, Indiana · www.mobiwm.com
Virgin Pulse, Inc. 2018-05-22 SimplyWell LLC 2018-11-27 4
Framingham, Massachusetts · www.virginpulse.com Omaha, Nebraska · www.simplywell.com
Burroughs Payment Systems, Inc. 2010-02-04 Burroughs Payment Systems, Inc. - SmartSource Check Scanner and Receipt Printer Business 2016-09-19 1
Plymouth, Michigan · www.burroughs.com Plymouth, Michigan
Burroughs Payment Systems, Inc. 2010-02-04 Pendum LLC 2015-02-02 3
Plymouth, Michigan · www.burroughs.com Elmhurst, Illinois · www.pendum.com
Burroughs Payment Systems, Inc. 2010-02-04 TRM Copy Centers LLC 2012-06-20 2
Plymouth, Michigan · www.burroughs.com Portland, Oregon · www.trmcopycenters.com

M&A by Sector

Sector Current # Value All-time # Value
Software 17 (35%) 152M (14%) 31 (34%) 152M (14%)
Internet Software and Services 16 (33%) - 23 (25%) -
Information Technology 10 (20%) - 17 (19%) -
Technology Hardware 1 (2%) 891M (85%) 4 (4%) 891M (83%)
Business Services 2 (4%) - 4 (4%) 24M (2%)
Consumer Products - - 2 (2%) -
Electrical Equipment - - 2 (2%) -
Safety/Security 1 (2%) 10M (1%) 1 (1%) 10M (1%)
Apparel/Textiles - - 1 (1%) -
Automotive - - 1 (1%) -
Communications 1 (2%) - 1 (1%) -
Consumer Services - - 1 (1%) -
E-Commerce - - 1 (1%) -
Healthcare Services - - 1 (1%) -
Retail 1 (2%) - 1 (1%) -
Total 49 $1.1B 91 $1.1B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 34 (69%) 1.1B (100%) 69 (76%) 1.1B (100%)
  California 5 (10%) 152M (14%) 12 (13%) 176M (16%)
  Texas 6 (12%) - 8 (9%) -
  Illinois 3 (6%) 891M (85%) 5 (5%) 891M (83%)
  New York 2 (4%) - 5 (5%) -
  Massachusetts 2 (4%) - 5 (5%) -
  Virginia 3 (6%) - 3 (3%) -
  Florida 2 (4%) 10M (1%) 3 (3%) 10M (1%)
  Tennessee 2 (4%) - 3 (3%) -
  Connecticut 2 (4%) - 3 (3%) -
  Georgia 1 (2%) - 3 (3%) -
  Minnesota 1 (2%) - 2 (2%) -
  Michigan 1 (2%) - 2 (2%) -
  Maryland 1 (2%) - 2 (2%) -
  Indiana 1 (2%) - 2 (2%) -
  Pennsylvania - - 2 (2%) -
  North Carolina 1 (2%) - 1 (1%) -
  Washington - - 1 (1%) -
  Utah - - 1 (1%) -
  Oregon - - 1 (1%) -
  Oklahoma - - 1 (1%) -
  Nebraska - - 1 (1%) -
  Colorado - - 1 (1%) -
  Wisconsin - - 1 (1%) -
United Kingdom 4 (8%) - 6 (7%) -
  Ontario - - 1 (1%) -
Canada - - 4 (4%) -
  Ontario - - 3 (3%) -
  British Columbia - - 1 (1%) -
Germany 3 (6%) - 3 (3%) -
Sweden 3 (6%) - 3 (3%) -
France 2 (4%) - 2 (2%) -
Denmark 1 (2%) - 2 (2%) -
Luxembourg 1 (2%) - 1 (1%) -
Netherlands 1 (2%) - 1 (1%) -
Domestic 34 (69%) 1.1B (100%) 69 (76%) 1.1B (100%)
Cross-border 15 (31%) - 22 (24%) -
Total 49 $1.1B 91 $1.1B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 12 (24%) - 26 (29%) -
Divestiture 12 (24%) 10M (1%) 25 (27%) 10M (1%)
Secondary Buyout 12 (24%) - 15 (16%) -
Growth Capital 8 (16%) - 11 (12%) -
Going Private 4 (8%) 1.0B (99%) 4 (4%) 1.0B (97%)
Special Situations/Distressed - - 4 (4%) 24M (2%)
Consolidation - - 3 (3%) -
Recapitalization 1 (2%) - 2 (2%) -
Stake Purchase - - 1 (1%) -
Total 49 $1.1B 91 $1.1B

Exits by Deal Type

Type Total # Value
Trade Sale 15 (41%) -
Trade Sale - Public Company 13 (35%) 1.7B (100%)
Secondary Sale 6 (16%) -
Merger 3 (8%) -
Total 37 $1.7B

Top M&A Advisors

Financial Deals
William Blair & Co. LLC
 3
Jefferies LLC
 1
GCA Altium Ltd.
 1
Legal Deals
Schulte Roth & Zabel LLP
 3
Latham & Watkins
 2
Kirkland & Ellis LLP
 2

Deal Values

buy # Total
$100M to $1B 2 $1.0B
< $100M 2 $34M
TOTAL $1.1B
Largest Tellabs, Inc.
$891M (2013-10-21)
sell # Total
$100M to $1B 5 $1.5B
< $100M 2 $152M
TOTAL $1.7B
Largest AdvancedMD Software, Inc.
$700M (2018-08-02)

M&A Connections

Deals
Acquired from
Investor(s)
16%
15 (16%)
Strategic(s)
27%
25 (27%)
Exited to
Investor(s)
16%
6 (16%)
Strategic(s)
84%
31 (84%)

Investor Summary

Size

Mega

PE Assets

6.7B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Nick Kaiser

Co-Founder & Senior Managing Director

David McGovern

Founder & Chairman, CEO

Alex Beregovsky

Managing Director

Jan-Olivier Fillols

Managing Director

Michael Anderson

Managing Director

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