West Partners Mergers and Acquisitions Summary

Private Equity Profile

West Partners’ most common sectors for investment are software (40%) and communications (20%). The Firm’s most common investment types include growth capital (80%) and buyout (lbo, mbo, mbi) (20%). In total, West Partners has invested in 2 US states. Its largest (disclosed) acquisition occurred in 2016 when it acquired D3 Technology for $10M.

In the last 3 years, West Partners has exited 2 companies. The Firm’s most common exit type is trade sale (100%).

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M&A Summary

  • M&A Total Activity7
    • M&A Buy Activity5
    • M&A Sell Activity2
  • Total Sectors Invested 4
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

West Partners

5796 Armada Drive, Suite 300,
Carlsbad, California 92008
United States
(760) 602-5827
www.westpartners.com

West Partners is a private investment firm focused on acquiring controlling stakes in companies operating in growing markets and strong management teams. The Firm will consider companies throughout the US and looks to invest $10 to $100 million per transaction. West Partners does not have any sector preferences and will consider a variety of situations, including buyouts, growth equity financings, shareholder liquidity needs, corporate divestitures, and special situations. West Partners was formed in 2007 and is based in Carlsbad, California.


Investment Criteria

Sectors of Interest: Communications, Financial Services, Gaming, Healthcare Services, Internet Software and Services, Real Estate, Software

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 2 -
Investment Size 10 100
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 4 1 - - - - 5
vol $10M $10M
Sell (0.4/yr) # - - - - 1 1 2
  7

Most Recent M&A

Company Date Value Type
NoteVault, Inc. 2020-06-03 - Add-on Acquisition
San Diego, California · www.notevault.com
D3 Technology, Inc. 2019-07-02 - Add-on Acquisition
Omaha, Nebraska · www.d3banking.com
D3 Technology, Inc. 2016-06-22 10M USD Buyout (LBO, MBO, MBI)
Omaha, Nebraska · www.d3banking.com
eX2 Technology LLC 2015-06-16 - Growth Capital
Omaha, Nebraska · www.ex2technology.com
Javlin Capital LLC 2015-04-18 - Growth Capital
Omaha, Nebraska · www.javlincapital.com
NoteVault, Inc. 2014-12-22 - Growth Capital
San Diego, California · www.notevault.com
Planet Group, Inc. 2007-10-01 - Growth Capital
Omaha, Nebraska · www.planetgroupinc.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software - - 2 (40%) 10M (100%)
Communications 1 (50%) - 1 (20%) -
Financial Services 1 (50%) - 1 (20%) -
Internet Software and Services - - 1 (20%) -
Total 2 - 5 $10M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 2 (100%) - 5 (100%) 10M (100%)
  Nebraska 2 (100%) - 4 (80%) 10M (100%)
  California - - 1 (20%) -
Total 2 - 5 $10M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 2 (100%) - 4 (80%) -
Buyout (LBO, MBO, MBI) - - 1 (20%) 10M (100%)
Total 2 - 5 $10M

Exits by Deal Type

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

Deal Values

buy # Total
< $100M 1 $10M
TOTAL $10M
Largest D3 Technology, Inc.
$10M (2016-06-22)

M&A Connections

Deals %
Exited to
Strategic(s)
100%
2 100%

Investor Summary

Size

Small

Established

2007

Specialist/Generalist

Specialist

Leadership

Dennis O’Brien

Founder and Managing Director

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