NexPhase Capital Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, NexPhase Capital has acquired 5 companies. It has also invested in 4 others.

NexPhase Capital’s most common sectors for investment are healthcare services (18%) and aerospace (9%). The Firm’s most common investment types include buyout (lbo, mbo, mbi) (38%) and secondary buyout (26%). 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 Capital Group for $66M.

In the last 3 years, NexPhase Capital has exited 5 companies. The Firm’s most common exit type is trade sale (42%). 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 Activity52
    • M&A Buy Activity35
    • M&A Sell Activity17
  • Total Sectors Invested 19
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 12
  • M&A Advisors 9

NexPhase Capital, LP

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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (2.2/yr) # 24 2 5 2 2 - 35
vol $66M $66M
Sell (1.6/yr) # 9 3 - 3 2 - 17
vol $570M $194M $764M
  52

Most Recent M&A

Company Date Value Type
Insurance Technologies LLC 2020-09-14 - Secondary Buyout
Colorado Springs, Colorado · www.insurancetechnologies.com
KnowFully Learning Group 2020-07-27 - Acquisition Financing
Wayne, Pennsylvania · www.knowfully.com
American Global Logistics LLC 2020-03-23 - Add-on Acquisition
Atlanta, Georgia · www.americangloballogistics.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 2019-11-19 - 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
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Clearway Pain Solutions Institute 2018-03-12 KURE Pain Management 2019-09-16 1
Pensacola, Florida · www.clearwaypain.com Annapolis, Maryland · www.kurepain.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 3 (23%) - 6 (17%) -
Aerospace - - 3 (9%) -
Financial Services - - 3 (9%) -
Internet Software and Services 1 (8%) - 3 (9%) -
Software - - 3 (9%) -
Education 2 (15%) - 2 (6%) -
Information Technology - - 2 (6%) -
Medical Products 1 (8%) - 2 (6%) -
Insurance - - 1 (3%) 66M (100%)
Beverages 1 (8%) - 1 (3%) -
Business Services 1 (8%) - 1 (3%) -
Chemicals - - 1 (3%) -
Consumer Products - - 1 (3%) -
Consumer Services 1 (8%) - 1 (3%) -
Engineering - - 1 (3%) -
Food 1 (8%) - 1 (3%) -
Franchising 1 (8%) - 1 (3%) -
Marketing 1 (8%) - 1 (3%) -
Transportation - - 1 (3%) -
Total 13 - 35 $66M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 13 (100%) - 34 (97%) 66M (100%)
  Florida 3 (23%) - 4 (11%) -
  Maryland 1 (8%) - 3 (9%) -
  California 1 (8%) - 3 (9%) -
  Utah - - 3 (9%) -
  Texas 2 (15%) - 2 (6%) -
  Pennsylvania 2 (15%) - 2 (6%) -
  New York 1 (8%) - 2 (6%) -
  Illinois 1 (8%) - 2 (6%) -
  South Carolina - - 2 (6%) -
  Indiana 1 (8%) - 1 (3%) -
  Arizona 1 (8%) - 1 (3%) -
  Virginia - - 1 (3%) 66M (100%)
  Tennessee - - 1 (3%) -
  North Carolina - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Kentucky - - 1 (3%) -
  Iowa - - 1 (3%) -
  Georgia - - 1 (3%) -
  Delaware - - 1 (3%) -
  Colorado - - 1 (3%) -
Canada - - 1 (3%) -
  Ontario - - 1 (3%) -
Domestic 13 (100%) - 34 (97%) 66M (100%)
Cross-border - - 1 (3%) -
Total 13 - 35 $66M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 4 (31%) - 13 (37%) 66M (100%)
Secondary Buyout 3 (23%) - 9 (26%) -
Growth Capital 3 (23%) - 6 (17%) -
Recapitalization 2 (15%) - 4 (11%) -
Acquisition Financing 1 (8%) - 1 (3%) -
Add-on Acquisition - - 1 (3%) -
Stake Purchase - - 1 (3%) -
Total 13 - 35 $66M

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (41%) -
Trade Sale 4 (24%) -
Trade Sale - Public Company 3 (18%) 764M (100%)
IPO 1 (6%) -
Recapitalization 1 (6%) -
Stake Sale 1 (6%) -
Total 17 $764M

Top M&A Advisors

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

Deal Values

buy # Total
< $100M 1 $66M
TOTAL $66M
Largest Kinsale Capital Group, Inc.
$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
Investor(s)
26%
9 (26%)
Exited to
Investor(s)
47%
8 (47%)
Strategic(s)
41%
7 (41%)

Investor Summary

Size

Large

PE Assets

1.2B USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Kurt Larsen

Co-Founder & Managing Partner

Ted Yun

Co-Founder & Managing Partner

Andy Kieffer

Partner

Jamie Kaufman

Partner

Joel Killion

Partner

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