ClearPoint Investment Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

ClearPoint Investment Partners’ most common sectors for investment arebusiness services (50%) and information technology (50%) . The Firm’s most common investment types include growth capital (100%). In total, ClearPoint Investment Partners has invested in 1 US state.

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M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

ClearPoint Investment Partners

400 S. El Camino Real – Suite 260,
San Mateo, California 94402
United States
(415) 890-5828
www.clearpointinvest.com
info@clearpointinvest.com

ClearPoint Investment Partners is a private equity group focused on acquiring profitable, growth oriented business services and financial processing companies. The Firm will consider opportunities throughout the US and Canada. Prospective transaction situations include family-owned buyouts, corporate carve-outs, and consolidations. ClearPoint Investment Partners was established in 2014 and is headquartered in San Mateo, California.


Investment Criteria

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

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

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

Transaction Criteria Min Max
Target Revenue 20 200
Target EBITDA 3 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # - - - - - - 0
  2

Most Recent M&A

Company Date Value Type
Lodging Solutions LLC 2018-07-09 - Growth Capital
Melville, New York · www.apiglobalsolutions.com
Shore Group Associates LLC 2017-09-11 - Growth Capital
New York, New York · www.shoregroupassociates.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (50%) - 1 (50%) -
Information Technology 1 (50%) - 1 (50%) -
Total 2 - 2 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 2 (100%) -
  New York 2 (100%) - 2 (100%) -
Total 2 - 2 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (100%) - 2 (100%) -
Total 2 - 2 -

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2014

Specialist/Generalist

Specialist

Leadership

Carty Chock

Co-Founder & Partner

Ingrid Mazul

Co-Founder & Partner

David Lundgren

Operating Director

Howard Tischler

Operating Director

Joseph Velli

Operating Director

FAQ

When was ClearPoint Investment Partners founded?

ClearPoint Investment Partners was founded in 2014.

What type of investor is ClearPoint Investment Partners?

ClearPoint Investment Partners is a private equity firm.

Where is ClearPoint Investment Partners headquartered?

ClearPoint Investment Partners is headquartered in San Mateo, California.

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