Sunstone Partners Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Sunstone Partners has acquired 1 company. It has also invested in 6 others.

Sunstone Partners’ most common sectors for investment are information technology (50%) and business services (25%). The Firm’s most common investment types include growth capital (88%) and consolidation (13%). In total, Sunstone Partners has invested in 5 US states.

In the last 3 years, Sunstone Partners has exited 1 company. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity9
    • M&A Buy Activity8
    • M&A Sell Activity1
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Sunstone Partners

400 S El Camino Real, Suite 300,
San Mateo, California 94402
United States
(650) 289-4400
www.sunstonepartners.com
info@sunstonepartners.com

Sunstone Partners is a private investment firm focused on growth equity investments in and majority buyouts of tech companies. The Firm targets opportunities throughout North American and seeks businesses with at least $10 million in revenues and at least 20% of yearly growth. Sunstone Partners was formed in 2015 from a team that previously worked together at Trident Capital. The Firm is based in San Mateo, California.


Investment Criteria

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

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

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

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

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (1.4/yr) # 1 - 2 2 1 2 8
Sell (0.2/yr) # - - - - 1 - 1
  9

Most Recent M&A

Company Date Value Type
RSource Healthcare 2020-09-09 - Growth Capital
Boca Raton, Florida · www.rsource.com
Medical Technology Solutions LLC 2020-05-27 - Growth Capital
Valencia, California · www.medtechsolutions.com
Onica Group LLC 2019-11-04 - Add-on Acquisition
Santa Monica, California · www.onica.com
Avertium 2019-05-30 - Consolidation
Phoenix, Arizona · www.avertium.com
Answer 1 LLC 2018-10-16 - Growth Capital
Phoenix, Arizona · www.nexa.com
ProgenyHealth, Inc. 2018-02-01 - Growth Capital
Plymouth Meeting, Pennsylvania · www.progenyhealth.com
Onica Group LLC 2017-10-31 - Growth Capital
Santa Monica, California · www.onica.com
NetSPI LLC 2017-04-18 - Growth Capital
Minneapolis, Minnesota · www.netspi.com
UserZoom, Inc. 2015-01-01 - Growth Capital
Sunnyvale, California · www.userzoom.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Avertium 2019-05-30 NetBoundary, Inc. 2020-09-16 2
Phoenix, Arizona · www.avertium.com Dallas, Texas · www.1440security.com
Avertium 2019-05-30 Terra Verde Security LLC 2019-05-30 1
Phoenix, Arizona · www.avertium.com Phoenix, Arizona · www.terraverdeservices.com

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 4 (57%) - 4 (50%) -
Business Services 2 (29%) - 2 (25%) -
Healthcare Services 1 (14%) - 1 (13%) -
Internet Software and Services - - 1 (13%) -
Total 7 - 8 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 8 (100%) -
  California 2 (29%) - 3 (38%) -
  Arizona 2 (29%) - 2 (25%) -
  Pennsylvania 1 (14%) - 1 (13%) -
  Minnesota 1 (14%) - 1 (13%) -
  Florida 1 (14%) - 1 (13%) -
Total 7 - 8 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 6 (86%) - 7 (88%) -
Consolidation 1 (14%) - 1 (13%) -
Total 7 - 8 -

Exits by Deal Type

Type Total # Value
Trade Sale 1 (100%) -
Total 1 -

M&A Connections

Deals %
Exited to
Strategic(s)
100%
1 100%

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