Sverica Capital Management Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Sverica Capital Management has acquired 2 companies. It has also invested in 8 others.

Sverica Capital Management’s most common sectors for investment areinformation technology (24%) and healthcare services (14%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (35%). In total, Sverica Capital Management has invested in 19 US states and 3 different countries.

In the last 3 years, Sverica Capital Management has exited 5 companies. The Firm’s most common exit type is trade sale (50%). Sverica Capital Management’s largest (disclosed) exit occurred in 2013 when it sold Pivot Data Centres for $118M.

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M&A Summary

  • M&A Total Activity62
    • M&A Buy Activity38
    • M&A Sell Activity24
  • Total Sectors Invested 15
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 19
  • M&A Advisors 3

Sverica Capital Management

One Boston Place, Suite 3910,
Boston, Massachusetts 02108
United States
(617) 695-0221
www.sverica.com
dave@sverica.com

Sverica Capital Management is a private equity firm that invests in stable or growing, smaller companies with valued less than $150 million. Sverica looks to commit $15 to $50 million per transaction and primarily targets buyout or divestiture situations and avoids businesses in need of restructuring. Broad areas of interest include IT, business services, healthcare, light manufacturing, and industrials. The Firm generally seeks majority control investments, but will also selectively consider minority situations. Sverica Capital Management was formed in 2001 and has offices in Boston and San Francisco.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Consumer Services, Distribution, E-Commerce, Education, Energy Services and Equipment, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Life Science, Manufacturing, Media, Medical Products, Metals/Mining, Packaging, Publishing, Real Estate, Retail, Safety/Security, Software, Staffing, Technology Hardware, Test/Measurement Equipment

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 15 50
Enterprise Value - 150
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (2.4/yr) # 26 2 3 2 3 2 38
Sell (1.4/yr) # 17 2 1 - 2 2 24
vol $163M $163M
  62

Most Recent M&A

Company Date Value Type
iWave Information Systems, Inc. 2022-10-20 - Secondary Buyout
Charlottetown, Prince Edward Island · www.iwave.com
Synoptek, Inc. 2022-09-27 - Secondary Buyout
Irvine, California · www.synoptek.com
Omeda, Inc. 2022-08-02 - Growth Capital
Chicago, Illinois · www.omeda.com
SG Homecare 2022-06-10 - Growth Capital
Tustin, California · www.sgdme.com
ShadowDragon LLC 2021-12-09 - Growth Capital
Cheyenne, Wyoming · www.shadowdragon.io
Automated Control Concepts, Inc. 2021-10-26 - Buyout (LBO, MBO, MBI)
Neptune, New Jersey · www.automated-control.com
Women's Health USA, Inc. (WHUSA) 2021-08-24 - Add-on Acquisition
Avon, Connecticut · www.womenshealthusa.com
WinWire Technologies, Inc. 2021-04-07 - Growth Capital
Santa Clara, California · www.winwire.com
7Summits LLC 2021-01-11 - Add-on Acquisition
Milwaukee, Wisconsin · www.7summitsinc.com
DeFY Security 2020-11-17 - Growth Capital
Canonsburg, Pennsylvania · www.defysecurity.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 3 (18%) - 9 (24%) -
Healthcare Services 2 (12%) - 5 (13%) -
Business Services 1 (6%) - 4 (11%) -
Internet Software and Services 3 (18%) - 3 (8%) -
Software 2 (12%) - 3 (8%) -
Education 2 (12%) - 2 (5%) -
Manufacturing 1 (6%) - 2 (5%) -
Medical Products 1 (6%) - 2 (5%) -
Staffing - - 2 (5%) -
E-Commerce - - 1 (3%) -
Energy Services and Equipment 1 (6%) - 1 (3%) -
Information Services - - 1 (3%) -
Packaging - - 1 (3%) -
Retail - - 1 (3%) -
Technology Hardware 1 (6%) - 1 (3%) -
Total 17 - 38 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 17 (100%) - 34 (89%) -
  California 3 (18%) - 8 (21%) -
  Pennsylvania 4 (24%) - 4 (11%) -
  Connecticut 1 (6%) - 3 (8%) -
  Colorado 1 (6%) - 2 (5%) -
  Ohio - - 2 (5%) -
  Michigan - - 2 (5%) -
  North Carolina 1 (6%) - 1 (3%) -
  New Jersey 1 (6%) - 1 (3%) -
  Nevada 1 (6%) - 1 (3%) -
  Minnesota 1 (6%) - 1 (3%) -
  Massachusetts 1 (6%) - 1 (3%) -
  Illinois 1 (6%) - 1 (3%) -
  Wyoming 1 (6%) - 1 (3%) -
  Texas 1 (6%) - 1 (3%) -
  New York - - 1 (3%) -
  New Hampshire - - 1 (3%) -
  Nebraska - - 1 (3%) -
  Florida - - 1 (3%) -
  Wisconsin - - 1 (3%) -
Canada - - 3 (8%) -
  Prince Edward Island - - 1 (3%) -
  British Columbia - - 1 (3%) -
  Alberta - - 1 (3%) -
Ireland - - 1 (3%) -
Domestic 17 (100%) - 34 (89%) -
Cross-border - - 4 (11%) -
Total 17 - 38 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (18%) - 16 (42%) -
Growth Capital 9 (53%) - 13 (34%) -
Recapitalization 1 (6%) - 3 (8%) -
Secondary Buyout 1 (6%) - 3 (8%) -
Acquisition Financing 1 (6%) - 1 (3%) -
Consolidation 1 (6%) - 1 (3%) -
Stake Purchase 1 (6%) - 1 (3%) -
Total 17 - 38 -

Exits by Deal Type

Type Total # Value
Trade Sale 9 (38%) -
Secondary Sale 8 (33%) -
Trade Sale - Public Company 6 (25%) 163M (100%)
Recapitalization 1 (4%) -
Total 24 $163M

Top M&A Advisors

Financial Deals
BMO Capital Markets
 1
TM Capital Corp.
 1
Signal Hill Capital Group LLC
 1

Deal Values

sell # Total
$100M to $1B 1 $118M
< $100M 1 $45M
TOTAL $163M
Largest Pivot Data Centres, Inc.
$118M (2013-09-23)

M&A Connections

Deals
Acquired from
Investor(s)
11%
4 (11%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
38%
9 (38%)
Strategic(s)
50%
12 (50%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Large

PE Assets

1.1B USD

Established

2001

Specialist/Generalist

Generalist

Leadership

David Finley

Managing Partner

Frank Young

Managing Partner

Jordan Richards

Managing Partner

George Aggouras

CFO & CCO

Gregg Osenkowski

Partner

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