Carrick Capital Partners Mergers and Acquisitions Summary

Growth Capital Firm Profile

In the last 3 years, Carrick Capital Partners has invested in 2 companies.

Carrick Capital Partners’ most common sectors for investment areinformation technology (44%) and internet software and services (22%) . The Firm’s most common investment types include venture (44%) and growth capital (40%). In total, Carrick Capital Partners has invested in 7 US states and 2 different countries.

In the last 3 years, Carrick Capital Partners has exited 1 company. The Firm’s most common exit type is trade sale (45%).

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M&A Summary

  • M&A Total Activity32
    • M&A Buy Activity23
    • M&A Sell Activity9
  • Total Sectors Invested 5
  • Total Countries Invested 2
  • M&A Buy/Sell Connections 9
  • M&A Advisors 1

Carrick Capital Partners

One California Street, Suite 1900,
San Francisco, California 94111
United States
(415) 432-4100
www.carrickcapitalpartners.com

Carrick Capital Partners is a private equity firm focused on 'tech-enabled' businesses (business process outsourcing, transaction processing, and software) where the firm can leverage its expertise in building value. Carrick typically makes direct investments in privately-held companies with proven potential for fast growth and/or profitability. Prospective companies generally have revenues of $20 to $100 million with gross margins in excess of 40%. Carrick Capital is based in San Francisco.


Investment Criteria

Sectors of Interest: Business Services, Education, Information Technology, Insurance, Internet Software and Services, Software

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

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

Transaction Criteria Min Max
Target Revenue 20 100
Target EBITDA - -
Investment Size 35 -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.8/yr) # 19 2 1 1 - - 23
Sell (0.6/yr) # 6 2 1 - - - 9
  32

Most Recent M&A

Company Date Value Type
LegalSifter, Inc. 2023-03-09 - Growth Capital
Pittsburgh, Pennsylvania · www.legalsifter.com
Bishop Fox 2022-07-14 - Venture
Tempe, Arizona · www.bishopfox.com
Seven Lakes Technologies 2022-05-17 - Add-on Acquisition
Westlake Village, California · www.sevenlakes.com
Mavenlink, Inc. 2021-11-17 - Merger
Irvine, California · www.mavenlink.com
Saama Technologies, Inc. 2021-10-20 - Secondary Buyout
Campbell, California · www.saama.com
DailyPay 2021-05-18 - Venture
New York, New York · www.dailypay.com
Renalogic 2021-03-03 - Growth Capital
Phoenix, Arizona · www.renalogic.com
Factor Law, Inc. 2020-08-18 - Buyout (LBO, MBO, MBI)
Chicago, Illinois · www.factor.law
Accolade, Inc. 2020-07-01 - IPO
Plymouth Meeting, Pennsylvania · www.accolade.com
Flatiron School, Inc. 2020-06-30 - Divestiture
New York, New York · www.flatironschool.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Information Technology 5 (42%) - 10 (43%) -
Business Services 3 (25%) - 5 (22%) -
Internet Software and Services 3 (25%) - 5 (22%) -
Software - - 2 (9%) -
Education 1 (8%) - 1 (4%) -
Total 12 - 23 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (92%) - 22 (96%) -
  California 1 (8%) - 6 (26%) -
  Illinois 2 (17%) - 5 (22%) -
  New York 3 (25%) - 3 (13%) -
  Pennsylvania 1 (8%) - 3 (13%) -
  Arizona 2 (17%) - 2 (9%) -
  Virginia 1 (8%) - 2 (9%) -
  North Carolina 1 (8%) - 1 (4%) -
United Kingdom 1 (8%) - 1 (4%) -
Domestic 11 (92%) - 22 (96%) -
Cross-border 1 (8%) - 1 (4%) -
Total 12 - 23 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 5 (42%) - 10 (43%) -
Growth Capital 5 (42%) - 9 (39%) -
Buyout (LBO, MBO, MBI) 1 (8%) - 3 (13%) -
Divestiture 1 (8%) - 1 (4%) -
Total 12 - 23 -

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 3 (33%) -
Merger 2 (22%) -
Secondary Sale 2 (22%) -
IPO 1 (11%) -
Trade Sale 1 (11%) -
Total 9 -

Top M&A Advisors

Legal Deals
Strategic Law Partners LLC
 1

M&A Connections

Deals
Acquired from
Strategic(s)
4%
1 (4%)
Exited to
Investor(s)
22%
2 (22%)
Strategic(s)
56%
5 (56%)

Investor Summary

Investor Type

Growth Capital Firm

Size

Small

Established

2012

Specialist/Generalist

Specialist

Leadership

Marc McMorris

Co-CEO & Co-Chair Investment Committee

Jim Madden

Co-Founder & Managing Director

Mitchell Slodowitz

CFO & Managing Director

Chris Wenner

Managing Director

Steve Unterberger

Managing Director

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