Apogem Capital Mergers and Acquisitions Summary

Asset Manager Profile

In the last 3 years, Apogem Capital has invested in 1 company.

Apogem Capital’s most common sectors for investment aresoftware (9%) and manufacturing (8%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (33%) and secondary buyout (33%). In total, Apogem Capital has invested in 29 US states. Its largest (disclosed) acquisition occurred in 2009 when it acquired 180 Medical for $321M.

In the last 3 years, Apogem Capital has exited 5 companies. The Firm’s most common exit type is secondary buyout (49%). Apogem Capital’s largest (disclosed) exit occurred in 2021 when it sold T2 Systems for $356M.

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M&A Summary

  • M&A Total Activity114
    • M&A Buy Activity67
    • M&A Sell Activity47
  • Total Sectors Invested 30
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 65
  • M&A Advisors 1

Apogem Capital

299 Park Avenue, 37th Floor,
New York, New York 10171
United States
(212) 601-3600
www.apogemcapital.com

Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.


Investment Criteria

Sectors of Interest: Aerospace, Consumer Products, Consumer Services, Defense, Distribution, Healthcare Services, Information Services, Insurance, Machinery, Manufacturing, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Acquisition Financing, Secondary Buyout, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Scandinavia

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size - -
Enterprise Value - 250
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.6/yr) # 64 2 1 - - - 67
vol $924M $924M
Sell (1.6/yr) # 39 3 4 1 - - 47
vol $1.1B $356M $255M $1.7B
  114

Most Recent M&A

Company Date Value Type
National Auto Care Corp. 2023-01-03 - Add-on Acquisition
Westerville, Ohio · www.nationalautocare.com
Parker Food Group 2022-08-11 - Secondary Buyout
Fort Worth, Texas · www.parkerfoodgroup.com
APEX Analytix LLC 2022-06-06 - Secondary Buyout
Greensboro, North Carolina · www.apexanalytix.com
Auto Vehicle Parts LLC 2022-05-09 - Secondary Buyout
Cold Spring, Kentucky · www.auveco.com
Penlink 2022-04-05 - Growth Capital
Lincoln, Nebraska · www.penlink.com
dlhBOWLES, Inc. 2022-01-05 255M USD Add-on Acquisition
Canton, Ohio · www.dlhbowles.com
Race Winning Brands, Inc. 2021-11-23 - Secondary Buyout
Mentor, Ohio · www.racewinningbrands.com
T2 Systems, Inc. 2021-11-02 356M USD Add-on Acquisition
Indianapolis, Indiana · www.t2systems.com
Choice Financial Group LLC 2021-11-02 - Growth Capital
Virginia Beach, Virginia · www.choiceins.com
Pentec Health, Inc. 2021-10-11 - Secondary Buyout
Glen Mills, Pennsylvania · www.pentechealth.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (13%) - 6 (9%) -
Medical Products 1 (7%) - 5 (7%) 366M (40%)
Manufacturing 3 (20%) - 5 (7%) -
Automotive - - 4 (6%) -
Electrical Equipment 1 (7%) - 4 (6%) -
Healthcare Services 2 (13%) - 4 (6%) -
Consumer Products - - 3 (4%) 135M (15%)
Business Services 1 (7%) - 3 (4%) -
Safety/Security - - 3 (4%) -
Insurance 1 (7%) - 2 (3%) 250M (27%)
Packaging - - 2 (3%) 173M (19%)
Chemicals - - 2 (3%) -
Distribution - - 2 (3%) -
Financial Services 1 (7%) - 2 (3%) -
Internet Software and Services 1 (7%) - 2 (3%) -
Machinery - - 2 (3%) -
Marketing 1 (7%) - 2 (3%) -
Plastics - - 2 (3%) -
Building Materials - - 1 (1%) -
Consumer Services 1 (7%) - 1 (1%) -
Defense - - 1 (1%) -
Environmental - - 1 (1%) -
Food - - 1 (1%) -
Information Technology - - 1 (1%) -
Life Science - - 1 (1%) -
Media - - 1 (1%) -
Publishing - - 1 (1%) -
Restaurants - - 1 (1%) -
Test/Measurement Equipment - - 1 (1%) -
Transportation - - 1 (1%) -
Total 15 - 67 $924M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 67 (100%) 924M (100%)
  Illinois 1 (7%) - 7 (10%) 173M (19%)
  New Jersey 1 (7%) - 6 (9%) 250M (27%)
  Ohio 1 (7%) - 6 (9%) -
  California 2 (13%) - 4 (6%) -
  Florida 1 (7%) - 4 (6%) -
  Colorado 2 (13%) - 3 (4%) -
  Oklahoma - - 3 (4%) 321M (35%)
  Pennsylvania - - 3 (4%) -
  Massachusetts - - 3 (4%) -
  New York 2 (13%) - 2 (3%) -
  Nebraska 2 (13%) - 2 (3%) -
  Virginia 1 (7%) - 2 (3%) -
  Minnesota 1 (7%) - 2 (3%) -
  Indiana - - 2 (3%) 45M (5%)
  Texas - - 2 (3%) -
  North Carolina - - 2 (3%) -
  Kentucky - - 2 (3%) -
  Utah 1 (7%) - 1 (1%) -
  Connecticut - - 1 (1%) 135M (15%)
  Wisconsin - - 1 (1%) -
  Tennessee - - 1 (1%) -
  South Carolina - - 1 (1%) -
  Oregon - - 1 (1%) -
  Missouri - - 1 (1%) -
  Mississippi - - 1 (1%) -
  Michigan - - 1 (1%) -
  Maryland - - 1 (1%) -
  Georgia - - 1 (1%) -
  District of Columbia - - 1 (1%) -
Total 15 - 67 $924M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 6 (40%) - 22 (33%) 744M (81%)
Secondary Buyout 1 (7%) - 22 (33%) 135M (15%)
Growth Capital 5 (33%) - 10 (15%) -
Recapitalization 3 (20%) - 10 (15%) -
Divestiture - - 2 (3%) 45M (5%)
Consolidation - - 1 (1%) -
Total 15 - 67 $924M

Exits by Deal Type

Type Total # Value
Secondary Sale 23 (49%) -
Trade Sale 10 (21%) -
Trade Sale - Public Company 9 (19%) 1.7B (100%)
Merger 2 (4%) -
Bankruptcy 1 (2%) -
IPO 1 (2%) -
Unknown 1 (2%) -
Total 47 $1.7B

Top M&A Advisors

Financial Deals
Houlihan Lokey
 1

Deal Values

buy # Total
$100M to $1B 4 $879M
< $100M 1 $45M
TOTAL $924M
Largest 180 Medical, Inc.
$321M (2009-09-16)
sell # Total
$100M to $1B 6 $1.6B
< $100M 1 $85M
TOTAL $1.7B
Largest T2 Systems, Inc.
$356M (2021-11-02)

M&A Connections

Deals
Acquired from
Investor(s)
39%
26 (39%)
Strategic(s)
4%
3 (4%)
Exited to
Investor(s)
49%
23 (49%)
Strategic(s)
45%
21 (45%)

Investor Summary

Investor Type

Asset Manager

Size

Mega

PE Assets

39.0B USD

Established

2001

Specialist/Generalist

Generalist

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