Montreux Equity Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

Montreux Equity Partners’ most common sectors for investment aremedical products (45%) and life science (30%) . The Firm’s most common investment types include venture (75%) and buyout (lbo, mbo, mbi) (12%). In total, Montreux Equity Partners has invested in 5 US states and 3 different countries. Its largest (disclosed) acquisition occurred in 2006 when it acquired OREXIGEN Therapeutics for $30M.

In the last 3 years, Montreux Equity Partners has exited 1 company. The Firm’s most common exit type is trade sale (63%). Montreux Equity Partners’ largest (disclosed) exit occurred in 2007 when it sold Cerexa for $480M.

Join Mergr to view Montreux Equity Partners’ full profile and discover more small growth capital firm investors just like it.

M&A Summary

  • M&A Total Activity51
    • M&A Buy Activity27
    • M&A Sell Activity24
  • Total Sectors Invested 7
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 25
  • M&A Advisors 1

Montreux Equity Partners

Four Embarcadero Center, Suite 3720,
San Francisco, California 94111
United States
(650) 234-1200
www.montreuxequity.com
info@mepvc.com

Montreux Equity Partners is a growth investment firm focused on investing in commercial stage companies with category leading products, technologies, and services. Montreux Equity Partners looks to invest $10 to $20 million in fast growing companies with $5 to $50 million in revenue. Montreux Equity Partners was formed in 1993 and is headquartered in San Francisco, California.


Investment Criteria

Sectors of Interest: Consumer Products, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Life Science, Manufacturing, Medical Products, Software

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

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

Transaction Criteria Min Max
Target Revenue 5 50
Target EBITDA - -
Investment Size 10 20
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) # 26 1 - - - - 27
vol $30M $30M
Sell (0.4/yr) # 22 1 - - 1 - 24
vol $1.7B $1.7B
  51

Most Recent M&A

Company Date Value Type
M8 Pharmaceuticals, Inc. 2023-09-20 - Trade Sale
Brewyn, Pennsylvania · www.m8pharmaceuticals.com
FinPay 2020-11-12 - Venture
King of Prussia, Pennsylvania · www.finpay.com
Pulmonx Corp. 2020-09-30 - IPO
Redwood City, California · www.pulmonx.com
SI-Bone, Inc. 2018-10-16 - IPO
Santa Clara, California · www.si-bone.com
Active Care Group Ltd. 2018-01-31 - Secondary Buyout
Kent, United Kingdom · www.activecaregroup.co.uk
Crown Laboratories, Inc. 2017-10-30 - Growth Capital
Johnson City, Tennessee · www.crownlaboratories.com
Colorescience, Inc. 2017-08-01 - Venture
Carlsbad, California · www.colorescience.com
Glaukos Corp. 2015-06-25 - IPO
San Clemente, California · www.glaukos.com
MindBody, Inc. 2015-06-18 - IPO
San Luis Obispo, California · www.mindbodyonline.com
Pure Life Renal, Inc. 2014-04-04 - Venture
Hollywood, Florida · www.plrenal.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Medical Products 1 (14%) - 12 (44%) -
Life Science 1 (14%) - 8 (30%) 30M (100%)
Consumer Products 1 (14%) - 2 (7%) -
Healthcare Services 2 (29%) - 2 (7%) -
Financial Services 1 (14%) - 1 (4%) -
Internet Software and Services 1 (14%) - 1 (4%) -
Software - - 1 (4%) -
Total 7 - 27 $30M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 5 (71%) - 25 (93%) 30M (100%)
  California 2 (29%) - 20 (74%) 30M (100%)
  Pennsylvania 1 (14%) - 2 (7%) -
  Tennessee 1 (14%) - 1 (4%) -
  Florida 1 (14%) - 1 (4%) -
  Massachusetts - - 1 (4%) -
United Kingdom 1 (14%) - 1 (4%) -
Ireland 1 (14%) - 1 (4%) -
Total 7 - 27 $30M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 4 (57%) - 20 (74%) -
Buyout (LBO, MBO, MBI) 1 (14%) - 3 (11%) 30M (100%)
Growth Capital 1 (14%) - 2 (7%) -
Secondary Buyout 1 (14%) - 1 (4%) -
Stake Purchase - - 1 (4%) -
Total 7 - 27 $30M

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 11 (46%) 1.7B (100%)
IPO 8 (33%) -
Trade Sale 5 (21%) -
Total 24 $1.7B

Top M&A Advisors

Financial Deals
Stifel, Nicolaus & Co., Inc.
1

Deal Values

buy # Total
< $100M 1 $30M
TOTAL $30M
Largest OREXIGEN Therapeutics, Inc.
$30M (2006-11-22)
sell # Total
$100M to $1B 5 $1.6B
< $100M 1 $25M
TOTAL $1.7B
Largest Cerexa, Inc.
$480M (2007-01-01)

M&A Connections

Deals
Acquired from
Investor(s)
4%
1 (4%)
Exited to
Strategic(s)
63%
15 (63%)

FAQ

When was Montreux Equity Partners founded?

Montreux Equity Partners was founded in 1993.

What type of investor is Montreux Equity Partners?

Montreux Equity Partners is a growth capital firm.

Where is Montreux Equity Partners headquartered?

Montreux Equity Partners is headquartered in San Francisco, California.

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