Virgo Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Virgo Investment Group has invested in 1 company.

Virgo Investment Group’s most common sectors for investment arefinancial services (24%) and transportation (8%) . The Firm’s most common investment types include growth capital (85%) and venture (8%). In total, Virgo Investment Group has invested in 8 US states and 3 different countries.

In the last 3 years, Virgo Investment Group has exited 2 companies. The Firm’s most common exit type is trade sale (67%).

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M&A Summary

  • M&A Total Activity16
    • M&A Buy Activity13
    • M&A Sell Activity3
  • Total Sectors Invested 11
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 8

Virgo Investment Group LLC

1201 Howard Ave, Suite 300,,
Burlingame, California 94010
United States
(650) 486-1953
www.virgo-llc.com

Virgo Investment Group is an opportunistic alternative investment firm focused on investing in and providing credit to middle-market companies. The Firm was formed in 2009 and is based in Redwood Shores, California.


Investment Criteria

Sectors of Interest: Aerospace, Airlines, Energy Services and Equipment, Financial Services, Healthcare Services, Leisure, Machinery, Media

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Special Situations/Distressed, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 11 1 1 - - - 13
Sell (0.4/yr) # 1 - 1 1 - - 3
  16

Most Recent M&A

Company Date Value Type
Transverse Insurance Group LLC 2022-08-10 - Trade Sale
Warren, New Jersey · www.transverseinsurance.com
Flow Beverage Corp. 2021-07-14 - IPO
Aurora, Ontario · www.flowhydration.com
Apricus Health 2021-01-19 - Growth Capital
Scottsdale, Arizona · www.apricushealth.com
Flow Beverage Corp. 2020-10-01 - Growth Capital
Aurora, Ontario · www.flowhydration.com
Nautilus Solar Energy LLC 2019-07-31 - Trade Sale
Summit, New Jersey · www.nautilussolar.com
Transverse Insurance Group LLC 2019-07-01 - Growth Capital
Warren, New Jersey · www.transverseinsurance.com
Bitcentral, Inc. 2019-03-19 - Growth Capital
Newport Beach, California · www.bitcentral.com
80 Acres Farms 2019-01-15 - Growth Capital
Hamilton, Ohio · www.80acresfarms.com
Superfly Productions LLC 2018-09-12 - Growth Capital
New York, New York · www.superf.ly
Nautilus Solar Energy LLC 2015-10-08 - Secondary Buyout
Summit, New Jersey · www.nautilussolar.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (30%) - 3 (23%) -
Aerospace 1 (10%) - 1 (8%) -
Agriculture 1 (10%) - 1 (8%) -
Beverages - - 1 (8%) -
Digital Media 1 (10%) - 1 (8%) -
Healthcare Services 1 (10%) - 1 (8%) -
Insurance - - 1 (8%) -
Life Science 1 (10%) - 1 (8%) -
Media 1 (10%) - 1 (8%) -
Renewable Energy - - 1 (8%) -
Transportation 1 (10%) - 1 (8%) -
Total 10 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 9 (90%) - 11 (85%) -
  North Carolina 2 (20%) - 2 (15%) -
  California 2 (20%) - 2 (15%) -
  New Jersey - - 2 (15%) -
  Texas 1 (10%) - 1 (8%) -
  Ohio 1 (10%) - 1 (8%) -
  New York 1 (10%) - 1 (8%) -
  Michigan 1 (10%) - 1 (8%) -
  Arizona 1 (10%) - 1 (8%) -
Ireland 1 (10%) - 1 (8%) -
Canada - - 1 (8%) -
  Ontario - - 1 (8%) -
Total 10 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (90%) - 11 (85%) -
Secondary Buyout - - 1 (8%) -
Venture 1 (10%) - 1 (8%) -
Total 10 - 13 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (67%) -
IPO 1 (33%) -
Total 3 -

M&A Connections

Deals
Acquired from
Investor(s)
8%
1 (8%)
Exited to
Strategic(s)
67%
2 (67%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Jesse Watson

Co-Founder & CIO, Managing Partner

Brian Wade

Managing Director

Kyle Limberg

Managing Director

Scott Guthrie

Managing Director

Melissa Toma Ryan

Managing Director & Head of Business Development & Investor Relations

FAQ

When was Virgo Investment Group LLC founded?

Virgo Investment Group LLC was founded in 2009.

What type of investor is Virgo Investment Group LLC?

Virgo Investment Group LLC is a private equity firm.

Where is Virgo Investment Group LLC headquartered?

Virgo Investment Group LLC is headquartered in Burlingame, California.

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