Rosemont Investment Group Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Rosemont Investment Group has acquired 1 company.

Rosemont Investment Group’s most common sector for investment is financial services (100%). The Firm’s most common investment types include recapitalization (54%) and buyout (lbo, mbo, mbi) (24%). In total, Rosemont Investment Group has invested in 9 US states.

The Firm’s most common exit type is trade sale (43%).

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity13
    • M&A Sell Activity7
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5

Rosemont Investment Group

200 Barr Harbor Drive, Suite 400,
West Conshohocken, Pennsylvania 19428
United States
(610) 834-1370
www.rosemontinv.com
info@rosemontinv.com

Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.


Investment Criteria

Sectors of Interest: Business Services, Financial Services

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Australia/New Zealand

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.4/yr) # 11 1 1 - - - 13
Sell (0.0/yr) # 7 - - - - - 7
  20

Most Recent M&A

Company Date Value Type
Clearstead 2017-03-31 - Recapitalization
Cleveland, Ohio · www.clearstead.com
Wilbanks Smith & Thomas Asset Management LLC 2016-09-06 - Growth Capital
Norfolk, Virginia · www.wstam.com
SouthernSun Asset Management, Inc. 2014-03-31 - Add-on Acquisition
Memphis, Tennessee · www.southernsunam.com
Litman Gregory Asset Management LLC 2013-04-03 - Stake Purchase
Walnut Creek, California · www.litmangregory.com
Lateef Investment Management LP 2012-12-01 - Unknown
Greenbrae, California · www.lateef.com
Westmount Asset Management 2011-07-18 - Recapitalization
Los Angeles, California · www.westmount.com
SouthernSun Asset Management, Inc. 2010-08-24 - Recapitalization
Memphis, Tennessee · www.southernsunam.com
Balentine 2010-02-10 - Growth Capital
Atlanta, Georgia · www.balentine.com
Lateef Investment Management LP 2009-01-02 - Recapitalization
Greenbrae, California · www.lateef.com
Champlain Investment Partners LLC 2008-10-01 - Unknown
Burlington, Vermont · www.cipvt.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (100%) - 13 (100%) -
Total 3 - 13 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 13 (100%) -
  California 1 (33%) - 5 (38%) -
  Virginia 1 (33%) - 1 (8%) -
  Ohio 1 (33%) - 1 (8%) -
  Vermont - - 1 (8%) -
  Texas - - 1 (8%) -
  Tennessee - - 1 (8%) -
  New York - - 1 (8%) -
  Massachusetts - - 1 (8%) -
  Georgia - - 1 (8%) -
Total 3 - 13 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 1 (33%) - 7 (54%) -
Buyout (LBO, MBO, MBI) - - 3 (23%) -
Growth Capital 1 (33%) - 2 (15%) -
Stake Purchase 1 (33%) - 1 (8%) -
Total 3 - 13 -

Exits by Deal Type

Type Total # Value
Unknown 3 (43%) -
Trade Sale 2 (29%) -
Secondary Sale 1 (14%) -
Trade Sale - Public Company 1 (14%) -
Total 7 -

M&A Connections

Deals %
Exited to
PE Firm(s)
25%
1 25%
Strategic(s)
75%
3 75%

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