Swift River Investments Mergers and Acquisitions Summary

Private Equity Firm Profile

Swift River Investments’ most common sectors for investment areenergy services and equipment (50%) and consumer products (25%) . The Firm’s most common investment types include growth capital (25%) and joint venture (25%). In total, Swift River Investments has invested in 2 US states and 2 different countries.

The Firm’s most common exit type is trade sale (50%).

Join Mergr to view Swift River Investments’ full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 3
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 3

Swift River Investments

53 Williams Street,
Upton, Massachusetts 01568
United States
(508) 320-1399
www.swiftriverinvestments.com
info@srinvestments.com

Swift River Investments is a family controlled private equity firm that invests in smaller middle-market companies. Target businesses typically have minimum revenues of $10 million and at least $1 million of EBITDA. Areas of interest include premium consumer products and services, healthcare, and business services. Swift River will not invest in start-ups, technology companies, distressed situations, real estate developments, or unprofitable companies. Swift River was formed in 2005 and is based in Bolton, Massachusetts.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Energy Services and Equipment, Healthcare Services, Internet Software and Services, Manufacturing

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

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

Transaction Criteria Min Max
Target Revenue 10 -
Target EBITDA 1 -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (0.0/yr) # 4 - - - - - 4
Sell (0.0/yr) # 2 - - - - - 2
  6

Most Recent M&A

Company Date Value Type
iLEVEL Solutions LLC 2015-07-23 - Add-on Acquisition
New York, New York · www.ilevelsolutions.com
ROC Service Company LLC 2015-04-29 - Secondary Buyout
Bridgeport, Texas · www.rocserviceco.com
GAMO Outdoor USA, Inc. 2013-08-02 - Secondary Buyout
Rogers, Arkansas · www.gamousa.com
iLEVEL Solutions LLC 2010-07-19 - Growth Capital
New York, New York · www.ilevelsolutions.com
Allied-Horizontal Wireline Services 2010-05-12 - Joint Venture
Houston, Texas · www.alliedwireline.com
ROC Service Company LLC 2009-10-01 - Recapitalization
Bridgeport, Texas · www.rocserviceco.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Energy Services and Equipment 1 (50%) - 2 (50%) -
Consumer Products 1 (50%) - 1 (25%) -
Internet Software and Services - - 1 (25%) -
Total 2 - 4 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 1 (50%) - 3 (75%) -
  Texas 1 (50%) - 2 (50%) -
  New York - - 1 (25%) -
Spain 1 (50%) - 1 (25%) -
  Arkansas 1 (50%) - 1 (25%) -
Domestic 1 (50%) - 3 (75%) -
Cross-border 1 (50%) - 1 (25%) -
Total 2 - 4 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital - - 1 (25%) -
Joint Venture 1 (50%) - 1 (25%) -
Recapitalization - - 1 (25%) -
Secondary Buyout 1 (50%) - 1 (25%) -
Total 2 - 4 -

Exits by Deal Type

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

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Exited to
Investor(s)
50%
1 (50%)
Strategic(s)
50%
1 (50%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2005

Specialist/Generalist

Generalist

Leadership

David James

Founder & Managing Partner

 Subscribe to unlock this and 170,197
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.2K Private Equity Firms
  • 160K M&A Transactions
  • 166K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.3K M&A Advisors
    (Investment Banks and Law Firms)
  • 58K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal