Rockbrook Advisors Mergers and Acquisitions Summary

Private Equity Profile

Rockbrook Advisors’ most common sectors for investment are business services (50%) and insurance (50%). The Firm’s most common investment types include venture (100%). In total, Rockbrook Advisors has invested in 2 US states.

The Firm’s most common exit type is secondary buyout (50%).

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity2
    • M&A Sell Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1

Rockbrook Advisors LLC

10730 Pacific Street, Suite 247,
Omaha, Nebraska 68114
United States
(402) 614-2731
www.rockbrookadvisors.com
kcastle@rockbrookadvisors.com

Rockbrook Advisors is a specialist private equity firm focused on opportunities in the insurance industry. Rockbrook is primarily interested in property & casualty insurance, however, the firm will also consider businesses engaged in providing life and health insurance. Target companies are typically valued less than $20 million. Rockbrook generally looks for control investment situations in established companies, but will selectively consider earlier stage opportunities. Rockbrook has a preference for opportunities located in the Midwest but will look at investments nationwide. Rockbrook Advisors is based in Omaha, Nebraska.


Investment Criteria

Sectors of Interest: Financial Services, Insurance

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

Geographic Preferences: Midwest US

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.0/yr) # 2 - - - - - 2
Sell (0.0/yr) # 2 - - - - - 2
  4

Most Recent M&A

Company Date Value Type
Horticultural Asset Management, Inc. 2011-07-05 - Secondary Buyout
Cary, North Carolina · www.hmiadvantage.com
Insurance Specialty Group LLC 2008-10-05 - Venture
Atlanta, Georgia · www.insurancespecialtygroup.com
Horticultural Asset Management, Inc. 2008-03-12 - Venture
Cary, North Carolina · www.hmiadvantage.com
Align General Insurance Agency LLC 2007-07-01 - Trade Sale - Public Company
San Diego, California · www.aligngeneral.com
View All >>

M&A by Sector

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

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States - - 2 (100%) -
  North Carolina - - 1 (50%) -
  Georgia - - 1 (50%) -
Total - - 2 -

Acquisitions by Deal Type

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

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (50%) -
Trade Sale - Public Company 1 (50%) -
Total 2 -

M&A Connections

Deals %
Exited to
PE Firm(s)
100%
1 100%

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