Marlin Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Marlin Equity Partners has acquired 25 companies. It has also invested in 5 others.

Marlin Equity Partners’ most common sectors for investment are software (35%) and internet software and services (24%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (30%) and divestiture (29%). 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 20 companies. The Firm’s most common exit type is trade sale (75%). 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 Activity123
    • M&A Buy Activity88
    • M&A Sell Activity35
  • Total Sectors Invested 15
  • Total Countries Invested 9
  • M&A Buy/Sell Connections 51
  • 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (7.6/yr) # 50 8 8 8 8 6 88
vol $1.1B $10M $1.1B
Sell (4.6/yr) # 12 3 8 4 5 3 35
vol $407M $281M $700M $275M $1.7B
  123

Most Recent M&A

Company Date Value Type
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
Longview Solutions, Inc. 2020-02-20 - Add-on Acquisition
Markham, Ontario · www.longview.com
Elenion Technologies LLC 2020-02-19 - Add-on Acquisition
New York, New York · www.elenion.com
Revenue Well Systems LLC 2020-01-27 - Growth Capital
Bannockburn, Illinois · www.revenuewell.com
Fidelis Cybersecurity, Inc. 2020-01-15 - Secondary Buyout
Bethesda, Maryland · www.fidelissecurity.com
Whitlock 2019-10-15 - Growth Capital
Richmond, Virginia · www.whitlock.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Collenda GmbH 2017-07-11 Solutions for Financials B.V 2020-09-03 1
Meerbusch, Germany · www.collenda.com Huizen, Netherlands · www.s4dunning.com
LifeSize Communications, Inc. 2020-03-10 Kaptivo 2020-08-20 1
Austin, Texas · www.lifesize.com San Mateo, California · www.lightblueoptics.com
Talkwalker, Inc. 2018-01-11 Nielsen Social 2020-07-23 1
Luxembourg, Luxembourg · www.talkwalker.com New York, New York · www.nielsensocial.com
Bazaarvoice, Inc. 2017-11-27 Curalate, Inc. 2020-07-08 3
Austin, Texas · www.bazaarvoice.com Philadelphia, Pennsylvania · www.curalate.com
Puzzel Ltd. 2019-05-06 U-Source Ltd. 2020-04-15 2
Slough, United Kingdom · www.puzzel.com Sheffield, United Kingdom · www.u-wfm.com
Virgin Pulse, Inc. 2018-05-22 Blue Mesa Health, Inc. 2020-01-09 4
Framingham, Massachusetts · www.virginpulse.com Leeds, United Kingdom · www.virginpulse.com
Virgin Pulse, Inc. 2018-05-22 Yaro LLC 2020-01-08 3
Framingham, Massachusetts · www.virginpulse.com Chicago, Illinois · www.goyaro.com
Puzzel Ltd. 2019-05-06 Logicalware Ltd. 2019-12-09 1
Slough, United Kingdom · www.puzzel.com Falkirk, United Kingdom · www.logicalware.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
Bazaarvoice, Inc. 2017-11-27 VoxPop Communities, Inc. 2019-08-28 2
Austin, Texas · www.bazaarvoice.com New York, New York · www.influenster.com

M&A by Sector

Sector Current # Value All-time # Value
Software 17 (35%) 152M (14%) 30 (34%) 152M (14%)
Internet Software and Services 14 (29%) - 21 (24%) -
Information Technology 11 (23%) - 17 (19%) -
Technology Hardware 1 (2%) 891M (85%) 4 (5%) 891M (83%)
Business Services 2 (4%) - 4 (5%) 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 48 $1.1B 88 $1.1B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 34 (71%) 1.1B (100%) 68 (77%) 1.1B (100%)
  California 5 (10%) 152M (14%) 12 (14%) 176M (16%)
  Texas 8 (17%) - 9 (10%) -
  Illinois 3 (6%) 891M (85%) 5 (6%) 891M (83%)
  New York 2 (4%) - 5 (6%) -
  Massachusetts 2 (4%) - 5 (6%) -
  Virginia 3 (6%) - 3 (3%) -
  Florida 2 (4%) 10M (1%) 3 (3%) 10M (1%)
  Tennessee 2 (4%) - 3 (3%) -
  Connecticut 2 (4%) - 3 (3%) -
  Minnesota 1 (2%) - 2 (2%) -
  Michigan 1 (2%) - 2 (2%) -
  Indiana 1 (2%) - 2 (2%) -
  Pennsylvania - - 2 (2%) -
  Georgia - - 2 (2%) -
  North Carolina 1 (2%) - 1 (1%) -
  Oregon - - 1 (1%) -
  Oklahoma - - 1 (1%) -
  Nebraska - - 1 (1%) -
  Maryland - - 1 (1%) -
  Colorado - - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Washington - - 1 (1%) -
  Utah - - 1 (1%) -
United Kingdom 4 (8%) - 6 (7%) -
  Ontario - - 1 (1%) -
Canada 1 (2%) - 4 (5%) -
  Ontario 1 (2%) - 3 (3%) -
  British Columbia - - 1 (1%) -
Sweden 3 (6%) - 3 (3%) -
Germany 2 (4%) - 2 (2%) -
Denmark 1 (2%) - 2 (2%) -
France 1 (2%) - 1 (1%) -
Luxembourg 1 (2%) - 1 (1%) -
Netherlands 1 (2%) - 1 (1%) -
Domestic 34 (71%) 1.1B (100%) 68 (77%) 1.1B (100%)
Cross-border 14 (29%) - 20 (23%) -
Total 48 $1.1B 88 $1.1B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 13 (27%) - 26 (30%) -
Divestiture 13 (27%) 10M (1%) 25 (28%) 10M (1%)
Secondary Buyout 12 (25%) - 15 (17%) -
Growth Capital 5 (10%) - 8 (9%) -
Going Private 4 (8%) 1.0B (99%) 4 (5%) 1.0B (97%)
Special Situations/Distressed - - 4 (5%) 24M (2%)
Consolidation - - 3 (3%) -
Recapitalization 1 (2%) - 2 (2%) -
Stake Purchase - - 1 (1%) -
Total 48 $1.1B 88 $1.1B

Exits by Deal Type

Type Total # Value
Trade Sale 14 (40%) -
Trade Sale - Public Company 12 (34%) 1.7B (100%)
Secondary Sale 6 (17%) -
Merger 3 (9%) -
Total 35 $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
 1

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
PE Firm(s)
50%
25 50%
Strategic(s)
50%
25 50%
Exited to
PE Firm(s)
17%
6 17%
Strategic(s)
83%
29 83%

Investor Summary

Size

Mega

PE Assets

6.7B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Nick Kaiser

Co-Founder and Senior Managing Director

David McGovern

Founder & Chairman, Managing Partner

Peter Spasov

Senior Managing Director

Jonah Sulak

Managing Director

Michael Anderson

Managing Director

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