Virgo Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Virgo Investment Group has invested in 1 company.

Virgo Investment Group’s most common sectors for investment arefinancial services (28%) and beverages (10%) . The Firm’s most common investment types include growth capital (91%) and secondary buyout (10%). In total, Virgo Investment Group has invested in 7 US states and 3 different countries.

In the last 3 years, Virgo Investment Group 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 Activity13
    • M&A Buy Activity11
    • M&A Sell Activity2
  • Total Sectors Invested 9
  • Total Countries Invested 3
  • M&A Buy/Sell Connections 4

Virgo Investment Group LLC

1201 Howard Ave, Suite 300,,
Burlingame, California 94010
United States
(650) 486-1953
www.virgo-llc.com

Virgo Investment Group is an opportunistic alternative investment firm focused on investing in and providing credit to middle-market companies. The Firm was formed in 2009 and is based in Redwood Shores, California.


Investment Criteria

Sectors of Interest: Aerospace, Airlines, Energy Services and Equipment, Financial Services, Healthcare Services, Leisure, Machinery, Media

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Special Situations/Distressed, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - -

M&A Summary

Buy vs Sell

Year ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.8/yr) # 7 3 1 - - - 11
Sell (0.4/yr) # - 1 - - 1 - 2
  13

Most Recent M&A

Company Date Value Type
Transverse Insurance Group LLC 2022-08-10 - Add-on Acquisition
Warren, New Jersey · www.transverseinsurance.com
Flow Water, Inc. 2020-10-01 - Growth Capital
Ottawa, Ontario · www.flowhydration.com
Nautilus Solar Energy LLC 2019-07-31 - Add-on Acquisition
Summit, New Jersey · www.nautilussolar.com
Transverse Insurance Group LLC 2019-07-01 - Growth Capital
Warren, New Jersey · www.transverseinsurance.com
Bitcentral, Inc. 2019-03-19 - Growth Capital
Newport Beach, California · www.bitcentral.com
80 Acres Farms 2019-01-15 - Growth Capital
Hamilton, Ohio · www.eafarms.com
Superfly Productions LLC 2018-09-12 - Growth Capital
New York, New York · www.superf.ly
Nautilus Solar Energy LLC 2015-10-08 - Secondary Buyout
Summit, New Jersey · www.nautilussolar.com
Ag Resource Management 2015-10-08 - Growth Capital
Fort Worth, Texas · www.armlend.com
Zippy Shell, Inc. 2015-06-04 - Growth Capital
Washington, District of Columbia · www.zippyshell.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 3 (33%) - 3 (27%) -
Aerospace 1 (11%) - 1 (9%) -
Agriculture 1 (11%) - 1 (9%) -
Beverages 1 (11%) - 1 (9%) -
Digital Media 1 (11%) - 1 (9%) -
Insurance - - 1 (9%) -
Media 1 (11%) - 1 (9%) -
Renewable Energy - - 1 (9%) -
Transportation 1 (11%) - 1 (9%) -
Total 9 - 11 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (78%) - 9 (82%) -
  California 2 (22%) - 2 (18%) -
  New Jersey - - 2 (18%) -
  Texas 1 (11%) - 1 (9%) -
  Ohio 1 (11%) - 1 (9%) -
  New York 1 (11%) - 1 (9%) -
  Michigan 1 (11%) - 1 (9%) -
  District of Columbia 1 (11%) - 1 (9%) -
Canada 1 (11%) - 1 (9%) -
  Ontario 1 (11%) - 1 (9%) -
Ireland 1 (11%) - 1 (9%) -
Total 9 - 11 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 9 (100%) - 10 (91%) -
Secondary Buyout - - 1 (9%) -
Total 9 - 11 -

Exits by Deal Type

Type Total # Value
Trade Sale 2 (100%) -
Total 2 -

M&A Connections

Deals
Acquired from
Investor(s)
9%
1 (9%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2009

Specialist/Generalist

Generalist

Leadership

Jesse Watson

Co-Founder & CIO, Managing Partner

Brian Wade

Managing Director

Kyle Limberg

Managing Director

Scott Guthrie

Managing Director

Melissa Toma Ryan

Managing Director & Head of Business Development & Investor Relations

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