Rosemont Investment Group Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Rosemont Investment Group has acquired 1 company.

Rosemont Investment Group’s most common sectors for investment arefinancial services (93%) and business services (8%) . The Firm’s most common investment types include recapitalization (58%) and buyout (lbo, mbo, mbi) (22%). In total, Rosemont Investment Group has invested in 9 US states.

The Firm’s most common exit type is unknown (38%).

Join Mergr to view Rosemont Investment Group’s full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity22
    • M&A Buy Activity14
    • M&A Sell Activity8
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 1

Rosemont Investment Group

200 Barr Harbor Drive, Suite 400,
West Conshohocken, Pennsylvania 19428
United States
(610) 834-1370
www.rosemontinv.com
info@rosemontinv.com

Rosemont Investment Group is a private equity firm focused exclusively on making investments alongside management teams in the asset management industry. Rosemont provides capital to fund management buyouts, recapitalizations and selected start-ups in support of teams focused on growing independent, asset management firms. In addition to investing in traditional asset managers, Rosemont will also selectively pursue alternative investment firms including hedge funds, private equity funds, fund of funds and wealth management. Rosemont seeks to invest $10 to $50 million of equity for meaningful minority equity stakes. Rosemont prefers to be the sole outside investor but will consider leading co-investment transactions requiring additional capital. Rosemont was formed in 2000 and is based in West Conshohocken, Pennsylvania.


Investment Criteria

Sectors of Interest: Business Services, Financial Services

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

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Australia/New Zealand

Transaction Criteria Min Max
Target Revenue - -
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 (0.2/yr) # 13 - 1 - - - 14
Sell (0.2/yr) # 7 1 - - - - 8
  22

Most Recent M&A

Company Date Value Type
Veris Wealth Partners LLC 2022-02-08 - Recapitalization
San Francisco, California · www.veriswp.com
Clearstead LLC 2021-10-08 - Secondary Buyout
Cleveland, Ohio · www.clearstead.com
Clearstead LLC 2017-03-31 - Recapitalization
Cleveland, Ohio · www.clearstead.com
Wilbanks Smith & Thomas Asset Management LLC 2016-09-06 - Growth Capital
Norfolk, Virginia · www.wstam.com
SouthernSun Asset Management, Inc. 2014-03-31 - Add-on Acquisition
Memphis, Tennessee · www.southernsunam.com
Litman Gregory Asset Management LLC 2013-04-03 - Stake Purchase
Walnut Creek, California · www.litmangregory.com
Lateef Investment Management LP 2012-12-01 - Unknown
Greenbrae, California · www.lateef.com
Westmount Asset Management 2011-07-18 - Recapitalization
Los Angeles, California · www.westmount.com
SouthernSun Asset Management, Inc. 2010-08-24 - Recapitalization
Memphis, Tennessee · www.southernsunam.com
Balentine 2010-02-10 - Growth Capital
Atlanta, Georgia · www.balentine.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Financial Services 2 (67%) - 13 (93%) -
Business Services 1 (33%) - 1 (7%) -
Total 3 - 14 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 3 (100%) - 14 (100%) -
  California 2 (67%) - 6 (43%) -
  Virginia 1 (33%) - 1 (7%) -
  Vermont - - 1 (7%) -
  Texas - - 1 (7%) -
  Tennessee - - 1 (7%) -
  Ohio - - 1 (7%) -
  New York - - 1 (7%) -
  Massachusetts - - 1 (7%) -
  Georgia - - 1 (7%) -
Total 3 - 14 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 1 (33%) - 8 (57%) -
Buyout (LBO, MBO, MBI) - - 3 (21%) -
Growth Capital 1 (33%) - 2 (14%) -
Stake Purchase 1 (33%) - 1 (7%) -
Total 3 - 14 -

Exits by Deal Type

Type Total # Value
Unknown 3 (38%) -
Secondary Sale 2 (25%) -
Trade Sale 2 (25%) -
Trade Sale - Public Company 1 (13%) -
Total 8 -

Top M&A Advisors

Legal Deals
Cozen O'Connor
 1

M&A Connections

Deals
Exited to
Investor(s)
25%
2 (25%)
Strategic(s)
38%
3 (38%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

Established

2000

Specialist/Generalist

Specialist

Leadership

Charles Burkhart

Founder & CEO

Bradley Mook

Managing Director

Melinda Bugg

CAO

Sam Schecter

CFO

 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