WP Global Partners Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, WP Global Partners has acquired 1 company. It has also invested in 5 others.

WP Global Partners’ most common sectors for investment areinformation technology (18%) and internet software and services (18%) . The Firm’s most common investment types include growth capital (65%) and secondary buyout (18%). In total, WP Global Partners has invested in 13 US states.

In the last 3 years, WP Global Partners has exited 2 companies. The Firm’s most common exit type is trade sale (50%). WP Global Partners’ largest (disclosed) exit occurred in 2023 when it sold Northern Star Holdings for $1.1B.

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M&A Summary

  • M&A Total Activity19
    • M&A Buy Activity17
    • M&A Sell Activity2
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 19

WP Global Partners

WP Global Partners

155 N. Wacker Dr, Ste 4400,
Chicago, Illinois 60606
United States
(312) 277-1300
www.wpglobalpartners.com

WP Global Partners is an asset management firm that looks to offer clients exposure to private equity, venture capital, and private debt investments through research based investment programs. Within private equity, WP looks to invest $5 to $25 million in recurring revenue oriented businesses valued up to $500 million. WP Global Partners was formed in 2005 and is headquartered in Chicago, Illinois.


Investment Criteria

Sectors of Interest: Agriculture, Business Services, Communications, Consumer Products, Consumer Services, Energy Services and Equipment, Financial Services, Food, Healthcare Services, Information Technology, Software, Utilities

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

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

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - 75
Investment Size 5 25
Enterprise Value - 500
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.4/yr) # 10 1 3 3 - - 17
Sell (0.4/yr) # - - 1 - 1 - 2
vol $1.1B $1.1B
  19

Most Recent M&A

Company Date Value Type
Northern Star Holdings, Inc. 2023-10-30 1.1B USD Trade Sale
Iron Mountain, Michigan · www.systemscontrol.com
Landing Platform LLC 2022-06-23 - Growth Capital
Birmingham, United States · www.hellolanding.com
Blackpoint Holdings LLC 2022-05-06 - Growth Capital
Ellicott City, Maryland · www.blackpointcyber.com
Project44, Inc. 2022-01-11 - Growth Capital
Chicago, Illinois · www.project44.com
Paro, Inc. 2021-09-17 - Growth Capital
Chicago, Illinois · www.paro.ai
Ginger.io, Inc. 2021-08-25 - Merger
San Francisco, California · www.ginger.com
Suja Life LLC 2021-07-13 - Secondary Buyout
Oceanside, California · www.sujajuice.com
REMEDI8 2021-04-28 - Growth Capital
Lenexa, Kansas · www.barriercompanies.com
Good Sportsman Marketing Outdoors, Inc. 2020-11-17 - Secondary Buyout
Irving, Texas · www.gsmoutdoors.com
Powerhouse Retail Services LLC 2019-10-15 - Growth Capital
Crowley, Texas · www.powerhousenow.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Good Sportsman Marketing Outdoors, Inc. 2020-11-17 Cuda 2023-11-07 6
Irving, Texas · www.gsmoutdoors.com Shelton, Connecticut · www.cudabrand.com
Good Sportsman Marketing Outdoors, Inc. 2020-11-17 Camillus 2023-11-07 5
Irving, Texas · www.gsmoutdoors.com Shelton, Connecticut · www.camillusknives.com
Good Sportsman Marketing Outdoors, Inc. 2020-11-17 SOG Specialty Knives & Tools LLC 2021-12-20 4
Irving, Texas · www.gsmoutdoors.com Lynnwood, Washington · www.sogknives.com
Good Sportsman Marketing Outdoors, Inc. 2020-11-17 Plano Synergy 2021-04-20 3
Irving, Texas · www.gsmoutdoors.com Grand Prairie, Texas · www.planosynergy.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 3 (20%) - 3 (18%) -
Information Technology 3 (20%) - 3 (18%) -
Internet Software and Services 2 (13%) - 3 (18%) -
Healthcare Services 2 (13%) - 2 (12%) -
Agriculture 1 (7%) - 1 (6%) -
Beverages 1 (7%) - 1 (6%) -
Communications 1 (7%) - 1 (6%) -
Consumer Products 1 (7%) - 1 (6%) -
Manufacturing - - 1 (6%) -
Safety/Security 1 (7%) - 1 (6%) -
Total 15 - 17 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 17 (100%) -
  Texas 3 (20%) - 3 (18%) -
  Illinois 2 (13%) - 2 (12%) -
  California 1 (7%) - 2 (12%) -
  Tennessee 1 (7%) - 1 (6%) -
  North Carolina 1 (7%) - 1 (6%) -
  New York 1 (7%) - 1 (6%) -
  Maryland 1 (7%) - 1 (6%) -
  Kansas 1 (7%) - 1 (6%) -
  Iowa 1 (7%) - 1 (6%) -
  Connecticut 1 (7%) - 1 (6%) -
  Arizona 1 (7%) - 1 (6%) -
  Michigan - - 1 (6%) -
Total 15 - 17 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 10 (67%) - 11 (65%) -
Secondary Buyout 3 (20%) - 3 (18%) -
Buyout (LBO, MBO, MBI) - - 1 (6%) -
Consolidation 1 (7%) - 1 (6%) -
Recapitalization 1 (7%) - 1 (6%) -
Total 15 - 17 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 1 (50%) 1.1B (100%)
Merger 1 (50%) -
Total 2 $1.1B

Deal Values

sell # Total
> $1B 1 $1.1B
TOTAL $1.1B
Largest Northern Star Holdings, Inc.
$1.1B (2023-10-30)

M&A Connections

Deals
Acquired from
Investor(s)
18%
3 (18%)
Strategic(s)
6%
1 (6%)
Exited to
Strategic(s)
100%
2 (100%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

6.0B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Donald Phillips

Co-founder, Chairman & CEO

Traci Breen

CFO & Managing Director

Gregory Oberholtzer

CIO & Senior Managing Director

Celia Chapman

Partner & Senior Advisor

J.F. Berry

Senior Managing Director

FAQ

When was WP Global Partners founded?

WP Global Partners was founded in 2005.

What type of investor is WP Global Partners?

WP Global Partners is an asset manager.

Where is WP Global Partners headquartered?

WP Global Partners is headquartered in Chicago, Illinois.

How much capital does WP Global Partners have under management?

WP Global Partners has 6.0B USD under management.

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