LoneTree Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

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

LoneTree Capital’s most common sectors for investment aresoftware (34%) and business services (17%) . The Firm’s most common investment types include growth capital (67%) and buyout (lbo, mbo, mbi) (34%). In total, LoneTree Capital has invested in 6 US states.

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M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 5
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

LoneTree Capital

LoneTree Capital

330 Madison Avenue,
New York, New York 10017
United States
(212) 844-9589
www.lonetreecap.com
info@lonetreecap.com

LoneTree is a growth-focused private capital firm that provides operational and M&A support alongside flexible capital to accelerate revenue growth. The Firm looks to commit $10 to $50 million in business generating $5 to $30 million in revenue. LoneTree Capital's areas of interest include software, digital infrastructure, healthcare IT services, business, and consumer services, and financial technology/specialty finance. LoneTree Capital was founded in 2021 and is based in New York City.


Investment Criteria

Sectors of Interest: Business Services, Consumer Services, Financial Services, Healthcare Services, Information Technology, Internet Software and Services, Software

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

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

Transaction Criteria Min Max
Target Revenue 5 30
Target EBITDA - -
Investment Size 10 50
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) # 2 2 1 1 - - 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Synergy Pet Group, Inc. 2023-05-04 - Growth Capital
Lakewood, New Jersey · www.synergypetgroup.com
OneReach, Inc. 2022-01-26 - Growth Capital
Denver, Colorado · www.onereach.ai
Safety Plus, Inc. 2021-12-15 - Growth Capital
Mobile, Alabama · www.safetyplusinc.net
Education Advanced, Inc. 2021-04-29 - Growth Capital
Tyler, Texas · www.educationadvanced.com
DocuPhase 2020-06-15 - Buyout (LBO, MBO, MBI)
Clearwater, Florida · www.docuphase.com
TransACT Communications LLC 2015-11-25 - Buyout (LBO, MBO, MBI)
Lynnwood, Washington · www.transact.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Software 2 (33%) - 2 (33%) -
Business Services 1 (17%) - 1 (17%) -
Consumer Services 1 (17%) - 1 (17%) -
Education 1 (17%) - 1 (17%) -
Internet Software and Services 1 (17%) - 1 (17%) -
Total 6 - 6 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 6 (100%) -
  New Jersey 1 (17%) - 1 (17%) -
  Florida 1 (17%) - 1 (17%) -
  Colorado 1 (17%) - 1 (17%) -
  Alabama 1 (17%) - 1 (17%) -
  Washington 1 (17%) - 1 (17%) -
  Texas 1 (17%) - 1 (17%) -
Total 6 - 6 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 4 (67%) - 4 (67%) -
Buyout (LBO, MBO, MBI) 2 (33%) - 2 (33%) -
Total 6 - 6 -

Top M&A Advisors

Legal Deals
Goodwin Procter
 2
Morris, Manning & Martin LLP
 1

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2021

Specialist/Generalist

Generalist

Leadership

Matt Koven

Managing Partner

Mike Devine

Partner, Investments

Rhett Lambert

Partner, Operations

Alma Chang

Director, Operations

Jesse Zhou

Vice President, Investments

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