PeakEquity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, PeakEquity Partners has invested in 1 company.

PeakEquity Partners’ most common sectors for investment areinternet software and services (50%) and software (25%) . The Firm’s most common investment types include growth capital (75%) and secondary buyout (13%). In total, PeakEquity Partners has invested in 7 US states.

In the last 3 years, PeakEquity Partners has exited 2 companies. The Firm’s most common exit type is trade sale (80%).

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M&A Summary

  • M&A Total Activity13
    • M&A Buy Activity8
    • M&A Sell Activity5
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 8

PeakEquity Partners

797 East Lancaster Ave. Suite 200,
Radnor, Pennsylvania 19087
United States
(484) 253-0001
www.peakequity.com
info@peakequity.com

PeakEquity Partners is a private equity firm focused on acquiring enterprise software and solutions companies. Specific areas of interest include enterprise infrastructure software, enterprise application software, business analytics, business intelligence, big data, IoT, supply chain management, and information security. PeakEquity looks to invest at least $20 million per transaction and targets businesses with $10 to $50 million of revenue. PeakEquity Partners was formed in 2014 and is based in Radnor, Pennsylvania.


Investment Criteria

Sectors of Interest: Information Services, Information Technology, Internet Software and Services, Marketing, Software

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

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

Transaction Criteria Min Max
Target Revenue 10 50
Target EBITDA - -
Investment Size 20 75
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.6/yr) # 5 2 1 - - - 8
Sell (0.6/yr) # 2 1 1 1 - - 5
  13

Most Recent M&A

Company Date Value Type
Xeeva, Inc. 2022-11-28 - Trade Sale
Southfield, Michigan · www.xeeva.com
HighLevel LLC 2021-11-06 - Growth Capital
Dallas, Texas · www.gohighlevel.com
G5, Inc. 2021-07-20 - Trade Sale
Bend, Oregon · www.getg5.com
Grayshift LLC 2020-12-08 - Growth Capital
Atlanta, Georgia · www.grayshift.com
Career Arc Group LLC 2020-07-08 - Trade Sale
Burbank, California · www.careerarc.com
BERA Brand Management 2020-01-29 - Growth Capital
New York, New York · www.berafindlove.com
Valiant Solutions, Inc. 2019-09-05 - Trade Sale
Woodbury, New York · www.valiant.com
EnterpriseDB Corp. 2019-06-26 - Secondary Sale
Bedford, Massachusetts · www.enterprisedb.com
Xeeva, Inc. 2018-04-12 - Secondary Buyout
Southfield, Michigan · www.xeeva.com
Valiant Solutions, Inc. 2016-09-07 - Buyout (LBO, MBO, MBI)
Woodbury, New York · www.valiant.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services - - 4 (50%) -
Software 2 (67%) - 2 (25%) -
Business Services 1 (33%) - 1 (13%) -
Digital Media - - 1 (13%) -
Total 3 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 8 (100%) -
  New York 1 (33%) - 2 (25%) -
  Texas 1 (33%) - 1 (13%) -
  Georgia 1 (33%) - 1 (13%) -
  Oregon - - 1 (13%) -
  Michigan - - 1 (13%) -
  Massachusetts - - 1 (13%) -
  California - - 1 (13%) -
Total 3 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 3 (100%) - 6 (75%) -
Buyout (LBO, MBO, MBI) - - 1 (13%) -
Secondary Buyout - - 1 (13%) -
Total 3 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (80%) -
Secondary Sale 1 (20%) -
Total 5 -

M&A Connections

Deals
Acquired from
Investor(s)
13%
1 (13%)
Exited to
Investor(s)
20%
1 (20%)
Strategic(s)
80%
4 (80%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

137M USD

Established

2014

Specialist/Generalist

Specialist

Leadership

Greg Case

Co-Founder & Partner

Paul Winn

Co-Founder & Partner

Michael Todd

CFO & CCO

Justin Reger

Partner

Ben Laufer

Director

FAQ

When was PeakEquity Partners founded?

PeakEquity Partners was founded in 2014.

What type of investor is PeakEquity Partners?

PeakEquity Partners is a private equity firm.

Where is PeakEquity Partners headquartered?

PeakEquity Partners is headquartered in Radnor, Pennsylvania.

How much capital does PeakEquity Partners have under management?

PeakEquity Partners has 137M USD under management.

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