Simon Equity Partners Mergers and Acquisitions Summary

Private Equity Profile

Simon Equity Partners’ most common sectors for investment are apparel/textiles (30%) and consumer products (20%). The Firm’s most common investment types include venture (50%) and buyout (lbo, mbo, mbi) (20%). In total, Simon Equity Partners has invested in 4 US states and 2 different countries.

In the last 3 years, Simon Equity Partners has exited 1 company. The Firm’s most common exit type is trade sale (70%). Simon Equity Partners’ largest (disclosed) exit occurred in 2008 when it sold Gracenote for $260M.

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M&A Summary

  • M&A Total Activity20
    • M&A Buy Activity10
    • M&A Sell Activity10
  • Total Sectors Invested 6
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 16
  • M&A Advisors 1

Simon Equity Partners

101 Mission St, Suite 1115,
San Francisco, California 94105
United States
(415) 856-0569
www.simonequity.com
info@simonequity.com

Simon Equity Partners LLC is a private equity firm focused on making growth capital investments in the consumer sector. The Firm looks to invest in profitable, growth-oriented companies with high-margin/differentiated products. Simon seeks investments of $2 to $10 million in businesses generating $5 to $20 million in sales. Specific areas of interest includes apparel, food and beverages, health and wellness, home care, hospitality, beauty & personal care, specialty retail, sustainability, restaurants, and food services. Simon Equity Partners LLC is the investment arm of Simon Property Group, the publicly traded real estate firm. Simon Equity Partners LLC is based in San Francisco, California.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Beverages, Consumer Products, Consumer Services, E-Commerce, Electrical Equipment, Financial Services, Food, Healthcare Services, Information Technology, Internet Software and Services, Leisure, Medical Products, Restaurants, Retail, Software

Target Transaction Types: Growth Capital, Stake Purchase, Venture

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

Transaction Criteria Min Max
Target Revenue 5 20
Target EBITDA - -
Investment Size 2 10
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) # 8 1 1 - - - 10
Sell (0.4/yr) # 8 1 - 1 - - 10
vol $410M $410M
  20

Most Recent M&A

Company Date Value Type
Quri Inc. 2018-01-18 - Add-on Acquisition
San Francisco, California · www.quri.com
Urban Remedy, Inc. 2017-04-25 - Buyout (LBO, MBO, MBI)
Richmond, California · www.urbanremedy.com
ChaCha 2016-12-12 - Shut Down
Carmel, Indiana
Lole, Inc. 2016-06-21 - Venture
Montreal, Quebec · www.lolelife.com
Pinkberry, Inc. 2015-12-14 - Add-on Acquisition
Los Angeles, California · www.pinkberry.com
VideoAmp, Inc. 2015-11-11 - Venture
Los Angeles, California · www.videoamp.com
J Brand, Inc. 2012-11-30 - Add-on Acquisition
Los Angeles, California · www.jbrandjeans.com
Method Products, Inc. 2012-09-04 - Add-on Acquisition
San Francisco, California · www.methodhome.com
Daisy, LLC d/b/a MOG, Inc 2012-07-02 - Add-on Acquisition
Santa Monica, California · www.mog.com
Lighting Science Group Corp. 2010-10-06 - Stake Purchase
West Warwick, Rhode Island · www.lsgc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Apparel/Textiles 1 (20%) - 3 (30%) -
Consumer Products 2 (40%) - 2 (20%) -
Internet Software and Services - - 2 (20%) -
Electrical Equipment - - 1 (10%) -
Food 1 (20%) - 1 (10%) -
Information Technology 1 (20%) - 1 (10%) -
Total 5 - 10 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 4 (80%) - 9 (90%) -
  California 4 (80%) - 6 (60%) -
  Rhode Island - - 1 (10%) -
  New York - - 1 (10%) -
  Indiana - - 1 (10%) -
Canada 1 (20%) - 1 (10%) -
  Quebec 1 (20%) - 1 (10%) -
Domestic 4 (80%) - 9 (90%) -
Cross-border 1 (20%) - 1 (10%) -
Total 5 - 10 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 3 (60%) - 5 (50%) -
Buyout (LBO, MBO, MBI) 1 (20%) - 2 (20%) -
Divestiture - - 1 (10%) -
Secondary Buyout 1 (20%) - 1 (10%) -
Stake Purchase - - 1 (10%) -
Total 5 - 10 -

Exits by Deal Type

Type Total # Value
Trade Sale 4 (40%) -
Trade Sale - Public Company 3 (30%) 410M (100%)
IPO 1 (10%) -
Shut Down 1 (10%) -
Sold to Management 1 (10%) -
Total 10 $410M

Top M&A Advisors

Financial Deals
Demeter Advisory Group LLC
1

Deal Values

sell # Total
$100M to $1B 2 $410M
TOTAL $410M
Largest Gracenote, Inc.
$260M (2008-04-22)

M&A Connections

Deals %
Acquired from
PE Firm(s)
50%
1 50%
Strategic(s)
50%
1 50%
Exited to
Strategic(s)
100%
7 100%

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