McCarthy Partners Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, McCarthy Partners Management has acquired 1 company. It has also invested in 7 others.

McCarthy Partners Management’s most common sectors for investment aresoftware (15%) and internet software and services (11%) . The Firm’s most common investment types include growth capital (58%) and buyout (lbo, mbo, mbi) (23%). In total, McCarthy Partners Management has invested in 18 US states and 2 different countries.

In the last 3 years, McCarthy Partners Management has exited 5 companies. The Firm’s most common exit type is trade sale (50%). McCarthy Partners Management’s largest (disclosed) exit occurred in 2022 when it sold Rx Savings Solutions for $875M.

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M&A Summary

  • M&A Total Activity73
    • M&A Buy Activity49
    • M&A Sell Activity24
  • Total Sectors Invested 23
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 22
  • M&A Advisors 5

McCarthy Partners Management

McCarthy Partners Management LLC

1601 Dodge Street, Suite 3800,
Omaha, Nebraska 68102
United States
(402) 932-8600
www.mccarthycapital.com
info@mccarthycapital.com

McCarthy Capital is a private equity firm that seeks to invest in mid-to-late-stage companies. The firm looks for companies with revenue of at least $15 million and $3 million in operating profits. McCarthy will consider companies across a broad range of industries possessing significant growth opportunities through participation in growing markets, market share expansion, industry consolidation or innovative business strategies. McCarthy prefers to invest in the range of $5 and $125 million, and will take a minority or majority ownership stake in companies where management has material capital at risk. McCarthy Capital was founded in 1986 and is based in Omaha, Nebraska.


Investment Criteria

Sectors of Interest: Business Services, Communications, Construction, Consumer Products, Consumer Services, Financial Services, Information Technology, Marine, Media, Publishing, Real Estate, Retail, Safety/Security

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

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

Transaction Criteria Min Max
Target Revenue 15 -
Target EBITDA 3 -
Investment Size 5 125
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.8/yr) # 40 1 2 4 2 - 49
Sell (1.8/yr) # 15 4 2 3 - - 24
vol $190M $875M $1.1B
  73

Most Recent M&A

Company Date Value Type
Navigate Wellbeing Solutions 2023-11-13 - Growth Capital
West Des Moines, Iowa · www.navigatewell.com
Omaha Steaks International, Inc. 2023-11-07 - Growth Capital
Omaha, Nebraska · www.omahasteaks.com
Rx Savings Solutions 2022-09-19 875M USD Trade Sale
Overland Park, Kansas · www.rxss.com
WellnessLiving Systems, Inc. 2022-08-16 - Growth Capital
Thornhill, Ontario · www.wellnessliving.com
BUBS Naturals 2022-03-08 - Growth Capital
Encinitas, California · www.bubsnaturals.com
DocuFree Corp. 2022-03-01 - Growth Capital
Alpharetta, Georgia · www.docufree.com
Blue Sky eLearn LLC 2022-01-18 - Growth Capital
San Diego, California · www.blueskyelearn.com
Quantum Workplace 2022-01-11 - Secondary Sale
Omaha, Nebraska · www.quantumworkplace.com
SAFE Boats International LLC 2022-01-01 - Unknown
Bremerton, Washington · www.safeboats.com
SKC Communication Products LLC 2021-12-06 - Trade Sale
Shawnee Mission, Kansas · www.skccom.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (9%) - 7 (14%) -
Internet Software and Services 3 (14%) - 5 (10%) -
Business Services 2 (9%) - 4 (8%) -
Consumer Products 3 (14%) - 4 (8%) -
Information Technology 1 (5%) - 3 (6%) -
Communications 1 (5%) - 2 (4%) -
Consumer Services 2 (9%) - 2 (4%) -
Environmental 1 (5%) - 2 (4%) -
Financial Services - - 2 (4%) -
Franchising 1 (5%) - 2 (4%) -
Real Estate 2 (9%) - 2 (4%) -
Staffing 1 (5%) - 2 (4%) -
Technology Hardware - - 2 (4%) -
Apparel/Textiles - - 1 (2%) -
Construction - - 1 (2%) -
Education 1 (5%) - 1 (2%) -
Food 1 (5%) - 1 (2%) -
Insurance - - 1 (2%) -
Machinery - - 1 (2%) -
Marine - - 1 (2%) -
Media - - 1 (2%) -
Publishing - - 1 (2%) -
Retail 1 (5%) - 1 (2%) -
Total 22 - 49 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 21 (95%) - 48 (98%) -
  Nebraska 4 (18%) - 12 (24%) -
  Texas 4 (18%) - 4 (8%) -
  Massachusetts 2 (9%) - 4 (8%) -
  Iowa 2 (9%) - 4 (8%) -
  California 2 (9%) - 3 (6%) -
  North Carolina - - 3 (6%) -
  Kansas - - 3 (6%) -
  Georgia 2 (9%) - 2 (4%) -
  Colorado 2 (9%) - 2 (4%) -
  Florida 1 (5%) - 2 (4%) -
  Arizona - - 2 (4%) -
  Michigan 1 (5%) - 1 (2%) -
  Maryland 1 (5%) - 1 (2%) -
  Wisconsin - - 1 (2%) -
  Washington - - 1 (2%) -
  Virginia - - 1 (2%) -
  New York - - 1 (2%) -
  Missouri - - 1 (2%) -
Canada 1 (5%) - 1 (2%) -
  Ontario 1 (5%) - 1 (2%) -
Domestic 21 (95%) - 48 (98%) -
Cross-border 1 (5%) - 1 (2%) -
Total 22 - 49 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 16 (73%) - 28 (57%) -
Buyout (LBO, MBO, MBI) 2 (9%) - 11 (22%) -
Recapitalization 2 (9%) - 7 (14%) -
PIPE 1 (5%) - 2 (4%) -
Secondary Buyout 1 (5%) - 1 (2%) -
Total 22 - 49 -

Exits by Deal Type

Type Total # Value
Trade Sale 8 (33%) -
Secondary Sale 7 (29%) -
Trade Sale - Public Company 4 (17%) 1.1B (100%)
Unknown 3 (13%) -
Recapitalization 2 (8%) -
Total 24 $1.1B

Top M&A Advisors

Financial Deals
Raymond James - Investment Banking
1
Signal Hill Capital Group LLC
1
Legal Deals
Nutter McClennen & Fish LLP
1
Womble Bond Dickinson LLP
1
Latham & Watkins
1

Deal Values

sell # Total
$100M to $1B 1 $875M
< $100M 3 $190M
TOTAL $1.1B
Largest Rx Savings Solutions
$875M (2022-09-19)

M&A Connections

Deals
Acquired from
Investor(s)
4%
2 (4%)
Exited to
Investor(s)
38%
9 (38%)
Strategic(s)
50%
12 (50%)

FAQ

When was McCarthy Partners Management founded?

McCarthy Partners Management was founded in 1986.

What type of investor is McCarthy Partners Management?

McCarthy Partners Management is a private equity firm.

Where is McCarthy Partners Management headquartered?

McCarthy Partners Management is headquartered in Omaha, Nebraska.

How much capital does McCarthy Partners Management have under management?

McCarthy Partners Management has 1.0B USD under management.

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