Investment Summary

McCarthy Partners Management Invests In Navigate

On November 13, 2023, private equity firm McCarthy Partners Management invested in internet software and services company Navigate

Investment Highlights
  • This is McCarthy Partners Management’s 4th transaction in the Internet Software and Services sector.
  • This is McCarthy Partners Management’s 48th transaction in the United States.
  • This is McCarthy Partners Management’s 4th transaction in Iowa.

Investment Summary
Date 2023-11-13
Target Navigate
Sector Internet Software and Services
Investor(s) McCarthy Partners Management
Deal Type Growth Capital

Target

Navigate

West Des Moines, Iowa, United States
Navigate is a provider of a health- and wellbeing-focused, employee engagement Software-as-a-Service platform to corporate, municipal and health system clients. The platform includes solutions that help businesses enhance the overall wellbeing of their employees, including their physical and mental health, financial circumstances and career development. Navigate was founded in 2007 and is based in West Des Moines, Iowa.

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Investor(S) 1

Investor

McCarthy Partners Management

Omaha, Nebraska, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1986
PE ASSETS 1.0B USD
Size Large
Type Sector Agnostic
DESCRIPTION

McCarthy Capital is a private equity firm that seeks to invest in mid-to-late-stage companies. The firm looks for companies with revenue of at least $15 million and $3 million in operating profits. McCarthy will consider companies across a broad range of industries possessing significant growth opportunities through participation in growing markets, market share expansion, industry consolidation or innovative business strategies. McCarthy prefers to invest in the range of $5 and $125 million, and will take a minority or majority ownership stake in companies where management has material capital at risk. McCarthy Capital was founded in 1986 and is based in Omaha, Nebraska.

DEAL STATS #
Overall 49 of 50
Sector (Internet Software and Services) 4 of 4
Type (Growth Capital) 28 of 28
State (Iowa) 4 of 4
Country (United States) 48 of 49
Year (2023) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-11-07 Omaha Steaks

Omaha, Nebraska, United States

Omaha Steaks is a food retailer and manufactures, markets, and distributes steaks, meat, seafood, and some prepared foods. Omaha Steaks was founded in 1917 and is based in Omaha, Nebraska.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-30 NUSO

University City, Missouri, United States

NUSO delivers complex cloud communication solutions in real-time through authorized channel partners serving the small to medium business (SMB) and enterprise markets. NUSO was founded in 2018 and is based in University City, Missouri.

Buy -
Mergr

Product

Company

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