Escalate Capital Mergers and Acquisitions Summary

Mezzanine Finance Firm Profile

Escalate Capital’s most common sectors for investment areinternet software and services (29%) and software (24%) . The Firm’s most common investment types include venture (44%) and growth capital (34%). In total, Escalate Capital has invested in 17 US states. Its largest (disclosed) acquisition occurred in 2019 when it acquired Workfront for $280M.

In the last 3 years, Escalate Capital has exited 4 companies. The Firm’s most common exit type is trade sale (64%). Escalate Capital’s largest (disclosed) exit occurred in 2020 when it sold Workfront for $1.5B.

Join Mergr to view Escalate Capital’s full profile and discover more middle-market mezzanine finance firm investors just like it.

M&A Summary

  • M&A Total Activity75
    • M&A Buy Activity39
    • M&A Sell Activity36
  • Total Sectors Invested 10
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 60

Escalate Capital

6300 Bridgepoint Parkway Building 1, Suite 480,
Austin, Texas 78701
United States
(512) 651-2100
www.escalatecapital.com
info@escalatecapital.com

Escalate Capital Partners is a private investment firm focused on providing capital to expansion and late-stage companies. The Firm focuses its investment activity within the technology, life sciences, and service-based industries. Prospective financing solutions include senior, subordinated and mezzanine debt. Escalate's target investment size is $5 to $30 million. Escalate Capital Partners has offices in Menlo Park, California and Austin, Texas.


Investment Criteria

Sectors of Interest: Consumer Services, Healthcare Services, Life Science, Medical Products, Software, Technology Hardware

Target Transaction Types: Growth Capital, Recapitalization, Acquisition Financing, PIPE

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

Transaction Criteria Min Max
Target Revenue - 10
Target EBITDA - -
Investment Size 5 30
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.2/yr) # 38 1 - - - - 39
vol $280M $280M
Sell (1.2/yr) # 30 2 4 - - - 36
vol $3.4B $200M $3.6B
  75

Most Recent M&A

Company Date Value Type
Brainyak, Inc. 2022-10-26 - Add-on Acquisition
Denver, Colorado · www.gutcheckit.com
Entelo, Inc. 2022-08-10 - Add-on Acquisition
San Francisco, California · www.entelo.com
Peerless Network, Inc. 2022-07-27 200M USD Add-on Acquisition
Chicago, Illinois · www.peerlessnetwork.com
Needle 2022-01-01 - Add-on Acquisition
Lehi, Utah · www.needle.com
Identity Theft Guard Solutions, Inc. 2021-12-20 - Add-on Acquisition
Portland, Oregon · www.idx.us
NewsCred, Inc. 2021-12-01 - Add-on Acquisition
New York, New York · www.welcomesoftware.com
ThreatQuotient, Inc. 2021-04-06 - Growth Capital
Reston, Virginia · www.threatq.com
Workfront, Inc. 2020-11-09 1.5B USD Add-on Acquisition
Lehi, Utah · www.workfront.com
Revionics, Inc. 2020-09-09 - Add-on Acquisition
Austin, Texas · www.revionics.com
Needle 2020-08-28 - Growth Capital
Lehi, Utah · www.needle.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Coalfire Systems, Inc. 2019-12-13 Denim Group Ltd. 2021-06-01 2
Westminster, Colorado · www.coalfire.com San Antonio, Texas · www.denimgroup.com

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 4 (40%) - 11 (28%) 280M (100%)
Software 2 (20%) - 9 (23%) -
Information Technology 2 (20%) - 7 (18%) -
Marketing 1 (10%) - 3 (8%) -
Business Services - - 2 (5%) -
Communications - - 2 (5%) -
Financial Services 1 (10%) - 2 (5%) -
Digital Media - - 1 (3%) -
Healthcare Services - - 1 (3%) -
Semiconductors - - 1 (3%) -
Total 10 - 39 $280M

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 39 (100%) 280M (100%)
  Texas - - 7 (18%) -
  Colorado 1 (10%) - 4 (10%) -
  California 1 (10%) - 4 (10%) -
  Massachusetts 1 (10%) - 4 (10%) -
  New York 1 (10%) - 3 (8%) -
  Utah - - 3 (8%) 280M (100%)
  Virginia 1 (10%) - 2 (5%) -
  Pennsylvania 1 (10%) - 2 (5%) -
  Illinois 1 (10%) - 2 (5%) -
  Arizona 1 (10%) - 1 (3%) -
  North Carolina 1 (10%) - 1 (3%) -
  Georgia 1 (10%) - 1 (3%) -
  Florida - - 1 (3%) -
  Oregon - - 1 (3%) -
  New Jersey - - 1 (3%) -
  Maryland - - 1 (3%) -
  Indiana - - 1 (3%) -
Total 10 - 39 $280M

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 5 (50%) - 17 (44%) -
Growth Capital 4 (40%) - 13 (33%) -
Secondary Buyout 1 (10%) - 3 (8%) 280M (100%)
Buyout (LBO, MBO, MBI) - - 3 (8%) -
PIPE - - 2 (5%) -
Recapitalization - - 1 (3%) -
Total 10 - 39 $280M

Exits by Deal Type

Type Total # Value
Trade Sale 16 (44%) 1.1B (30%)
Trade Sale - Public Company 7 (19%) 2.5B (70%)
IPO 6 (17%) -
Secondary Sale 3 (8%) -
Bankruptcy 2 (6%) -
Stake Sale 1 (3%) -
Unknown 1 (3%) -
Total 36 $3.6B

Deal Values

buy # Total
$100M to $1B 1 $280M
TOTAL $280M
Largest Workfront, Inc.
$280M (2019-03-13)
sell # Total
> $1B 1 $1.5B
$100M to $1B 6 $2.1B
TOTAL $3.6B
Largest Workfront, Inc.
$1.5B (2020-11-09)

M&A Connections

Deals
Acquired from
Investor(s)
10%
4 (10%)
Strategic(s)
3%
1 (3%)
Exited to
Investor(s)
8%
3 (8%)
Strategic(s)
64%
23 (64%)

Investor Summary

Investor Type

Mezzanine Finance Firm

Size

Middle-Market

PE Assets

830M USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Ross Cockrell

Co-Founder & Managing Director

Simon James

CFO

Chris Julich

Managing Director

Tony Schell

Managing Director & General Partner

Travis Wood

Director

 Subscribe to unlock this and 193,848
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.5K Private Equity Firms
  • 184K M&A Transactions
  • 189K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.5K M&A Advisors
    (Investment Banks and Law Firms)
  • 72K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Mergr

Product

Company

Legal