McCarthy Partners Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, McCarthy Partners Management has invested in 3 companies.

McCarthy Partners Management’s most common sectors for investment aresoftware (14%) and internet software and services (10%) . The Firm’s most common investment types include growth capital (54%) and buyout (lbo, mbo, mbi) (26%). In total, McCarthy Partners Management has invested in 17 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 (55%). 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 Activity63
    • M&A Buy Activity43
    • M&A Sell Activity20
  • Total Sectors Invested 22
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 20
  • M&A Advisors 5

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 $10 and $45 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 10 50
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (1.0/yr) # 38 2 - 1 2 - 43
Sell (1.4/yr) # 13 2 2 1 2 - 20
vol $146M $44M $875M $1.1B
  63

Most Recent M&A

Company Date Value Type
Rx Savings Solutions 2022-09-19 875M USD Add-on Acquisition
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
Quantum Workplace 2022-01-11 - Secondary Buyout
Omaha, Nebraska · www.quantumworkplace.com
SKC Communication Products LLC 2021-12-06 - Add-on Acquisition
Shawnee Mission, Kansas · www.skccom.com
PetFriendly, Inc. 2021-09-15 - Growth Capital
Omaha, Nebraska · www.petfriendlydirect.com
Seven10 Storage Software LLC 2020-09-09 - Add-on Acquisition
Lawrence, Massachusetts · www.seven10storage.com
TriMech Solutions LLC 2020-01-07 - Secondary Buyout
Glen Allen, Virginia · www.trimech.com
BigBelly Solar, Inc. 2019-12-12 - Recapitalization
Newton, Massachusetts · bigbellysolar.com
Advantor Systems Corp. 2019-07-08 44M USD Add-on Acquisition
Orlando, Florida · www.advantor.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 1 (5%) - 6 (14%) -
Consumer Products 3 (15%) - 4 (9%) -
Internet Software and Services 2 (10%) - 4 (9%) -
Business Services 1 (5%) - 3 (7%) -
Information Technology 1 (5%) - 3 (7%) -
Consumer Services 2 (10%) - 2 (5%) -
Financial Services - - 2 (5%) -
Franchising 2 (10%) - 2 (5%) -
Real Estate 2 (10%) - 2 (5%) -
Staffing 1 (5%) - 2 (5%) -
Technology Hardware - - 2 (5%) -
Apparel/Textiles - - 1 (2%) -
Communications - - 1 (2%) -
Construction - - 1 (2%) -
Environmental 1 (5%) - 1 (2%) -
Food 1 (5%) - 1 (2%) -
Insurance - - 1 (2%) -
Machinery 1 (5%) - 1 (2%) -
Marine 1 (5%) - 1 (2%) -
Media - - 1 (2%) -
Publishing - - 1 (2%) -
Renewable Energy 1 (5%) - 1 (2%) -
Total 20 - 43 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 19 (95%) - 42 (98%) -
  Nebraska 4 (20%) - 11 (26%) -
  Massachusetts 2 (10%) - 4 (9%) -
  Texas 3 (15%) - 3 (7%) -
  North Carolina 1 (5%) - 3 (7%) -
  Iowa 1 (5%) - 3 (7%) -
  Kansas - - 3 (7%) -
  Colorado 2 (10%) - 2 (5%) -
  Florida 1 (5%) - 2 (5%) -
  California 1 (5%) - 2 (5%) -
  Arizona 1 (5%) - 2 (5%) -
  Washington 1 (5%) - 1 (2%) -
  Michigan 1 (5%) - 1 (2%) -
  Georgia 1 (5%) - 1 (2%) -
  Wisconsin - - 1 (2%) -
  Virginia - - 1 (2%) -
  New York - - 1 (2%) -
  Missouri - - 1 (2%) -
Canada 1 (5%) - 1 (2%) -
  Ontario 1 (5%) - 1 (2%) -
Domestic 19 (95%) - 42 (98%) -
Cross-border 1 (5%) - 1 (2%) -
Total 20 - 43 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 13 (65%) - 23 (53%) -
Buyout (LBO, MBO, MBI) 3 (15%) - 11 (26%) -
Recapitalization 3 (15%) - 7 (16%) -
PIPE 1 (5%) - 2 (5%) -
Total 20 - 43 -

Exits by Deal Type

Type Total # Value
Trade Sale 7 (35%) -
Secondary Sale 6 (30%) -
Trade Sale - Public Company 4 (20%) 1.1B (100%)
Recapitalization 2 (10%) -
Unknown 1 (5%) -
Total 20 $1.1B

Top M&A Advisors

Financial Deals
Signal Hill Capital Group LLC
1
Raymond James - Investment Banking
1
Legal Deals
Womble Bond Dickinson LLP
1
Latham & Watkins
1
Nutter McClennen & Fish LLP
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)
2%
1 (2%)
Exited to
Investor(s)
40%
8 (40%)
Strategic(s)
55%
11 (55%)

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