ORIX Private Equity Solutions Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

ORIX Private Equity Solutions’ most common sectors for investment aresoftware (15%) and building materials (12%) . The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (26%). In total, ORIX Private Equity Solutions has invested in 14 US states and 2 different countries.

In the last 3 years, ORIX Private Equity Solutions has exited 6 companies. The Firm’s most common exit type is trade sale (55%). ORIX Private Equity Solutions’ largest (disclosed) exit occurred in 2019 when it sold Kony for $559M.

Join Mergr to view ORIX Private Equity Solutions’ full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity47
    • M&A Buy Activity27
    • M&A Sell Activity20
  • Total Sectors Invested 18
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 35

ORIX Private Equity Solutions

280 Park Avenue, 40th Floor West,
New York, New York New York
United States
(212) 468-5888
www.orix.com/capital-solution/mezzanine-and-private-equity/

ORIX Mezzanine & Private Equity is the direct investment arm of asset manager ORIX. ORIX Mezzanine & Private Equity looks to invest $10 to $20 million to support buyouts, acquisitions, growth capital needs, and sponsored led transactions of profitable (greater than $5 million of EBITDA) companies throughout North America. ORIX will consider a variety of investment structures, including subordinated and convertible debt to common, preferred and convertible preferred equity. ORIX Mezzanine & Private Equity is headquartered in Dallas, Texas.


Investment Criteria

Sectors of Interest: Building Materials, Business Services, Chemicals, Construction, Consumer Products, Distribution, Electrical Equipment, Energy Services and Equipment, Food, Healthcare Services, Information Technology, Metals/Mining, Packaging, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 -
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
Sell (1.8/yr) # 11 3 4 1 - 1 20
vol $1.0B $1.0B
  47

Most Recent M&A

Company Date Value Type
Datavail Corp. 2024-01-16 - Secondary Sale
Broomfield, Colorado · www.datavail.com
Midwest Medical Transport Co. 2022-01-26 - Secondary Sale
Omaha, Nebraska · www.midwest-med.com
Domaille Engineering LLC 2021-12-03 - Trade Sale
Rochester, Minnesota · www.domailleengineering.com
L&S Mechanical 2021-09-02 - Secondary Sale
Richardson, Texas · www.lsmech.com
ACL AirShop LLC 2021-04-22 - Secondary Sale
Greenville, South Carolina · www.aclairshop.com
LCR Contractors 2021-01-20 - Trade Sale
Hutto, Texas · www.lcrcontractors.com
Venafi, Inc. 2020-12-10 - Secondary Sale
Salt Lake City, Utah · www.venafi.com
Accelalpha, Inc. 2020-04-20 - Recapitalization
Bellevue, Washington · www.accelalpha.com
HaystackID LLC 2020-02-03 - Recapitalization
Washington, District of Columbia · www.haystackid.com
Kovach Building Enclosures 2020-01-15 - Trade Sale
Chandler, Arizona · www.kovach.net
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software - - 4 (15%) -
Building Materials 1 (14%) - 3 (11%) -
Construction - - 3 (11%) -
Information Technology 1 (14%) - 2 (7%) -
Internet Software and Services - - 2 (7%) -
Aerospace - - 1 (4%) -
Apparel/Textiles - - 1 (4%) -
Business Services 1 (14%) - 1 (4%) -
Chemicals - - 1 (4%) -
Consumer Products - - 1 (4%) -
Distribution 1 (14%) - 1 (4%) -
E-Commerce - - 1 (4%) -
Electrical Equipment 1 (14%) - 1 (4%) -
Food 1 (14%) - 1 (4%) -
Healthcare Services - - 1 (4%) -
Manufacturing - - 1 (4%) -
Metals/Mining 1 (14%) - 1 (4%) -
Packaging - - 1 (4%) -
Total 7 - 27 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 25 (93%) -
  Texas 3 (43%) - 6 (22%) -
  California 2 (29%) - 4 (15%) -
  Washington 1 (14%) - 2 (7%) -
  Arizona - - 2 (7%) -
  Minnesota - - 2 (7%) -
  Georgia 1 (14%) - 1 (4%) -
  Florida - - 1 (4%) -
  District of Columbia - - 1 (4%) -
  Colorado - - 1 (4%) -
  Virginia - - 1 (4%) -
  Utah - - 1 (4%) -
  South Carolina - - 1 (4%) -
  New York - - 1 (4%) -
  Nebraska - - 1 (4%) -
Canada - - 2 (7%) -
  Saskatchewan - - 1 (4%) -
  Ontario - - 1 (4%) -
Total 7 - 27 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (29%) - 10 (37%) -
Buyout (LBO, MBO, MBI) 4 (57%) - 7 (26%) -
Recapitalization 1 (14%) - 6 (22%) -
Secondary Buyout - - 3 (11%) -
Venture - - 1 (4%) -
Total 7 - 27 -

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (35%) -
Trade Sale 7 (35%) -
Trade Sale - Public Company 4 (20%) 1.0B (100%)
Recapitalization 2 (10%) -
Total 20 $1.0B

Deal Values

sell # Total
$100M to $1B 2 $919M
< $100M 1 $100M
TOTAL $1.0B
Largest Kony, Inc.
$559M (2019-08-28)

M&A Connections

Deals
Acquired from
Investor(s)
15%
4 (15%)
Exited to
Investor(s)
45%
9 (45%)
Strategic(s)
60%
12 (60%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

600M USD

Specialist/Generalist

Generalist

Leadership

Jeff Sangalis

Head of ORIX Mezzanine & Private Equity

Brian Kerr

Managing Director

Jeff Browning

Managing Director

Zoltan Berty

Managing Director

Brandon Boyd

Director

FAQ

What type of investor is ORIX Private Equity Solutions?

ORIX Private Equity Solutions is a mezzanine finance firm.

Where is ORIX Private Equity Solutions headquartered?

ORIX Private Equity Solutions is headquartered in New York, New York.

How much capital does ORIX Private Equity Solutions have under management?

ORIX Private Equity Solutions has 600M USD under management.

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