NexPhase Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, NexPhase Capital has acquired 6 companies. It has also invested in 4 others.

NexPhase Capital’s most common sectors for investment are healthcare services (18%) and financial services (12%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (42%) and secondary buyout (24%). In total, NexPhase Capital has invested in 20 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2010 when it acquired Kinsale Insurance for $66M.

In the last 3 years, NexPhase Capital has exited 7 companies. The Firm’s most common exit type is secondary buyout (47%). NexPhase Capital’s largest (disclosed) exit occurred in 2016 when it sold Wyle for $570M.

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M&A Summary

  • M&A Total Activity49
    • M&A Buy Activity34
    • M&A Sell Activity15
  • Total Sectors Invested 18
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 12
  • M&A Advisors 9

NexPhase Capital

600 Lexington Avenue, 12th Floor,
New York, New York 10022
United States
(212) 878-6000
www.nexphase.com
info@nexphase.com

Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Business Services, Chemicals, Communications, Consumer Products, Engineering, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Medical Products, Metals/Mining, Retail, Software

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Acquisition Financing, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 3 30
Investment Size 25 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (2.6/yr) # 21 3 2 5 2 1 34
vol $66M $66M
Sell (2.2/yr) # 4 4 3 - 3 1 15
vol $570M $194M $764M
  49

Most Recent M&A

Company Date Value Type
Insurance Technologies LLC 2020-09-14 - Secondary Buyout
Colorado Springs, Colorado · www.insurancetechnologies.com
DealerOn, Inc. 2020-01-06 - Growth Capital
Rockville, Maryland · www.dealeron.com
Flexible Architecture and Simplified Technology LLC (FAST) 2019-12-04 194M USD Add-on Acquisition
Iselin, New Jersey · www.fasttechnology.com
Surgent Professional Education 2019-11-20 - Secondary Buyout
Radnor, Pennsylvania · www.surgentcpe.com
Popcornopolis LLC 2019-10-03 - Growth Capital
Vernon, California · www.popcornopolis.com
InsideRE LLC 2019-08-23 - Secondary Buyout
Salt Lake City, Utah · www.insiderealestate.com
CPS Group Holdings, Inc. 2019-03-27 - Secondary Buyout
Memphis, Tennessee · www.cpspharm.com
Action Behavior Centers 2018-10-24 - Recapitalization
Austin, Texas · www.actionbehavior.com
Brandt Information Services LLC 2018-07-27 - Growth Capital
Tallahassee, Florida · www.brandtinfo.com
SYNERGY HomeCare 2018-04-18 - Buyout (LBO, MBO, MBI)
Mesa, Arizona · www.synergyhomecare.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Clearway Pain Solutions Institute 2018-02-01 KURE Pain Management 2019-09-16 1
Pensacola, Florida · www.clearwaypain.com Annapolis, Maryland · www.kurepain.com
OmniSYS, LLC 2013-11-21 STRAND Clinical Technologies LLC 2019-07-08 3
Dallas, Texas · www.omnisys-inc.com Evans, Georgia · www.strandrx.com
OmniSYS, LLC 2013-11-21 Rx-Net, Inc. 2019-06-05 2
Dallas, Texas · www.omnisys-inc.com Shawnee, Kansas · www.rx-net-inc.com
Hawthorne Global Aviation Services, LLC 2011-11-01 JetSun Aviation Centre 2017-05-03 4
North Charleston, South Carolina · www.hawthorne.aero Sioux City, Iowa · www.jetsun.com
OmniSYS, LLC 2013-11-21 voiceTech, Inc. 2017-03-01 1
Dallas, Texas · www.omnisys-inc.com Sarasota, Florida · www.voicetechinc.com
Hawthorne Global Aviation Services, LLC 2011-11-01 Heartland Aviation, Inc. 2014-10-01 3
North Charleston, South Carolina · www.hawthorne.aero Eau Claire, Wisconsin · www.heartlandaviation.com
Hawthorne Global Aviation Services, LLC 2011-11-01 AeroPremier Jet Center LLC 2013-07-20 2
North Charleston, South Carolina · www.hawthorne.aero New Orleans, Louisiana · www.aeropremier.com
Hawthorne Global Aviation Services, LLC 2011-11-01 ExcelAire LLC 2012-01-20 1
North Charleston, South Carolina · www.hawthorne.aero Ronkonkoma, New York · www.excelaire.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (22%) - 6 (18%) -
Financial Services 2 (11%) - 4 (12%) -
Aerospace 2 (11%) - 3 (9%) -
Information Technology 1 (6%) - 3 (9%) -
Software - - 3 (9%) -
Internet Software and Services - - 2 (6%) -
Medical Products 1 (6%) - 2 (6%) -
Insurance 1 (6%) 66M (100%) 1 (3%) 66M (100%)
Beverages 1 (6%) - 1 (3%) -
Chemicals - - 1 (3%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (6%) - 1 (3%) -
Education 1 (6%) - 1 (3%) -
Engineering - - 1 (3%) -
Food 1 (6%) - 1 (3%) -
Franchising 1 (6%) - 1 (3%) -
Marketing 1 (6%) - 1 (3%) -
Transportation 1 (6%) - 1 (3%) -
Total 18 $66M 34 $66M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 18 (100%) 66M (100%) 33 (97%) 66M (100%)
  Florida 3 (17%) - 4 (12%) -
  Maryland 1 (6%) - 3 (9%) -
  California 1 (6%) - 3 (9%) -
  Utah - - 3 (9%) -
  Texas 2 (11%) - 2 (6%) -
  Illinois 2 (11%) - 2 (6%) -
  South Carolina 1 (6%) - 2 (6%) -
  New York 1 (6%) - 2 (6%) -
  Virginia 1 (6%) 66M (100%) 1 (3%) 66M (100%)
  Pennsylvania 1 (6%) - 1 (3%) -
  North Carolina 1 (6%) - 1 (3%) -
  Indiana 1 (6%) - 1 (3%) -
  Georgia 1 (6%) - 1 (3%) -
  Delaware 1 (6%) - 1 (3%) -
  Arizona 1 (6%) - 1 (3%) -
  Tennessee - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Kentucky - - 1 (3%) -
  Iowa - - 1 (3%) -
  Colorado - - 1 (3%) -
Canada - - 1 (3%) -
  Ontario - - 1 (3%) -
Domestic 18 (100%) 66M (100%) 33 (97%) 66M (100%)
Cross-border - - 1 (3%) -
Total 18 $66M 34 $66M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 8 (44%) 66M (100%) 14 (41%) 66M (100%)
Secondary Buyout 3 (17%) - 8 (24%) -
Growth Capital 4 (22%) - 6 (18%) -
Recapitalization 1 (6%) - 3 (9%) -
Stake Purchase 1 (6%) - 2 (6%) -
Add-on Acquisition 1 (6%) - 1 (3%) -
Total 18 $66M 34 $66M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (47%) -
Trade Sale - Public Company 3 (20%) 764M (100%)
Trade Sale 3 (20%) -
Recapitalization 1 (7%) -
Stake Sale 1 (7%) -
Total 15 $764M

Top M&A Advisors

Financial Deals
Moelis & Co.
1
Bank of America Merrill Lynch
1
GCA Corp.
1
Legal Deals
Parr Brown Gee & Loveless
4
Lowenstein Sandler LLP
3
McDermott Will & Emery LLP
1

Deal Values

buy # Total
< $100M 1 $66M
TOTAL $66M
Largest Kinsale Insurance Co.
$66M (2010-03-09)
sell # Total
$100M to $1B 2 $764M
TOTAL $764M
Largest Wyle, Inc.
$570M (2016-05-23)

M&A Connections

Deals %
Acquired from
PE Firm(s)
100%
12 100%
Exited to
PE Firm(s)
65%
11 65%
Strategic(s)
35%
6 35%

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