Wafra Capital Partners Mergers and Acquisitions Summary

Lender Profile

In the last 3 years, Wafra Capital Partners has acquired 2 companies.

Wafra Capital Partners’ most common sectors for investment arefinancial services (67%) and software (34%) . The Firm’s most common investment types include secondary buyout (67%) and recapitalization (34%). In total, Wafra Capital Partners has invested in 2 US states and 2 different countries. Its largest (disclosed) acquisition occurred in 2017 when it acquired Access Point Financial for $350M.

In the last 3 years, Wafra Capital Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

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M&A Summary

  • M&A Total Activity4
    • M&A Buy Activity3
    • M&A Sell Activity1
  • Total Sectors Invested 2
  • Total Countries Invested 2

Wafra Capital Partners, Inc.

350 Park Avenue, 16th Floor,
New York, New York 10022
United States
(212) 377-0030
www.wafracapital.com
info@wafracapital.com

Wafra Capital Partners is a structured finance and leasing company focused on providing financial products that are Shari’ah compliant. Wafra Capital Partners was formed in 2012 and is headquartered in New York City.


Investment Criteria

Sectors of Interest: Financial Services, Real Estate

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

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 ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.4/yr) # 1 - - - - 2 3
vol $350M $350M
Sell (0.2/yr) # - - - - 1 - 1
  4

Most Recent M&A

Company Date Value Type
Foundation Finance Co., LLC 2022-09-26 - Secondary Buyout
Schofield, Wisconsin · www.foundationfinance.com
FinanceIt Canada, Inc. 2022-02-11 - Secondary Buyout
Toronto, Ontario · www.financeit.io
Anchor Loans LP 2021-11-02 - Secondary Buyout
Thousand Oaks, California · www.anchorloans.com
Access Point Financial, Inc. 2017-10-05 350M USD Recapitalization
Atlanta, Georgia · www.accesspointfinancial.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (67%) 350M (100%) 2 (67%) 350M (100%)
Software 1 (33%) - 1 (33%) -
Total 3 $350M 3 $350M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (67%) 350M (100%) 2 (67%) 350M (100%)
  Georgia 1 (33%) 350M (100%) 1 (33%) 350M (100%)
  Wisconsin 1 (33%) - 1 (33%) -
Canada 1 (33%) - 1 (33%) -
  Ontario 1 (33%) - 1 (33%) -
Total 3 $350M 3 $350M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Secondary Buyout 2 (67%) - 2 (67%) -
Recapitalization 1 (33%) 350M (100%) 1 (33%) 350M (100%)
Total 3 $350M 3 $350M

Exits by Deal Type

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

Deal Values

buy # Total
$100M to $1B 1 $350M
TOTAL $350M
Largest Access Point Financial, Inc.
$350M (2017-10-05)

M&A Connections

Deals
Acquired from
Investor(s)
100%
3 (100%)
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Lender

Size

Small

Established

2012

Specialist/Generalist

Generalist

Leadership

Robert Toan

CEO

Steven Tenenbayev

Managing Director

Monir Barakat

President

Michael Gontar

CIO

David Tipple

COO

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