Marlin Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Marlin Equity Partners has acquired 7 companies. It has also invested in 12 others.

Marlin Equity Partners’ most common sectors for investment areinternet software and services (33%) and software (31%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (26%) and divestiture (23%). In total, Marlin Equity Partners has invested in 26 US states and 12 different countries. Its largest (disclosed) acquisition occurred in 2013 when it acquired Tellabs Access for $891M.

In the last 3 years, Marlin Equity Partners has exited 12 companies. The Firm’s most common exit type is trade sale (68%). Marlin Equity Partners’ largest (disclosed) exit occurred in 2018 when it sold AdvancedMD Software for $700M.

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M&A Summary

  • M&A Total Activity162
    • M&A Buy Activity107
    • M&A Sell Activity55
  • Total Sectors Invested 15
  • Total Countries Invested 12
  • M&A Buy/Sell Connections 64
  • M&A Advisors 22

Marlin Equity Partners

Marlin Management Company, LLC

1301 Manhattan Avenue,
Hermosa Beach, California 90254
United States
(310) 364-0100
www.marlinequity.com
info@marlinequity.com

Marlin Equity Partners is a private investment firm focused on acquiring distressed businesses with sales of $10 million to $2 billion. Marlin has a special interest in non-core or underperforming divisions of larger corporations, as well as companies facing some sort of financial, operational or market-related transition. Marlin is a generalist investor and will consider opportunities in technology (software, IT, payment systems, hardware, communications, internet), healthcare, consumer (apparel, retail, consumer products, food/beverage), services (business, financial, consumer, education), manufacturing (automotive, industrial, metals, plastics), aerospace, defense, and media. Marlin prefers businesses with scalable business models, strong installed customer bases, defensible market positions, and barriers to entry. Marlin Equity Partners was formed in 2005 and is based in Hermosa Beach, California with an additional office in London.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Automotive, Beverages, Business Services, Communications, Consumer Products, Digital Media, E-Commerce, Electrical Equipment, Food, Healthcare Services, Information Services, Information Technology, Internet Software and Services, Machinery, Media, Plastics, Retail, Software, Staffing, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Going Private, Growth Capital, Recapitalization, Special Situations/Distressed, Secondary Buyout, Stake Purchase

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

Transaction Criteria Min Max
Target Revenue 10 2,000
Target EBITDA - -
Investment Size - -
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (5.4/yr) # 80 8 11 4 4 - 107
vol $1.1B $1.1B
Sell (3.8/yr) # 36 7 5 2 5 - 55
vol $1.8B $1.8B
  162

Most Recent M&A

Company Date Value Type
Skuid, Inc. 2023-12-12 - Trade Sale
Chattanooga, Tennessee · www.skuid.com
Trafix LLC 2023-11-02 - Growth Capital
Mineola, New York · www.trafix.com
Virgin Pulse, Inc. 2023-09-27 - Merger
Providence, Rhode Island · www.virginpulse.com
Meltwater Group, Inc. 2023-08-09 - Going Private
San Francisco, California · www.meltwater.com
SmartLinx Solutions LLC 2023-07-24 - Secondary Sale
Iselin, New Jersey · www.smartlinx.com
LifeSize, Inc. 2023-05-17 - Trade Sale
Austin, Texas · www.lifesize.com
Pentalog France SA 2023-05-15 - Trade Sale
Paris, France · www.pentalog.fr
Tennaxia 2023-03-09 - Secondary Buyout
Laval, France · www.tennaxia.com
Cloud Technology Solutions Ltd. 2023-01-09 - Stake Purchase
Manchester, United Kingdom · www.cts.co
Altvia Solutions LLC 2022-07-26 - Recapitalization
Broomfield, Colorado · www.altvia.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
AVI-SPL, Inc. 2020-04-07 SKC Communication Products LLC 2021-12-06 2
Tampa, Florida · www.avispl.com Shawnee Mission, Kansas · www.skccom.com
Fourth Ltd. 2019-07-10 PeopleMatter, Inc. 2021-11-11 2
London, United Kingdom · www.fourth.com Austin, Texas · www.peoplematter.com
Clarus Commerce LLC 2019-07-08 PrizeLogic LLC 2021-09-09 1
Rocky Hill, Connecticut · www.claruscommerce.com Southfield, Michigan · www.prizelogic.com
nShift Group AS 2021-08-23 Unifaun Group 2021-08-23 3
Oslo, Norway · www.nshift.com Stockholm, Sweden · www.unifaun.com
Arcserve (USA) LLC 2014-07-07 StorageCraft Technology Corp. 2021-03-17 3
Eden Prairie, Minnesota · www.arcserve.com Draper, Utah · www.storagecraft.com
Talkwalker, Inc. 2018-01-11 Nielsen Social 2020-07-23 3
Luxembourg, Luxembourg · www.talkwalker.com New York, New York · www.nielsensocial.com
AVI-SPL, Inc. 2020-04-07 Whitlock 2020-04-07 1
Tampa, Florida · www.avispl.com Richmond, Virginia · www.whitlock.com
Fourth Ltd. 2019-07-10 HotSchedules, Inc. 2019-07-10 1
London, United Kingdom · www.fourth.com Austin, Texas · www.hotschedules.com
Tangoe, Inc. 2017-04-28 MOBI Wireless Management LLC 2018-12-05 2
Indianapolis, Indiana · www.tangoe.com Indianapolis, Indiana · www.mobiwm.com
Allbridge LLC 2018-06-11 DCI – Design Communications LLC 2018-06-11 2
Raleigh, North Carolina · www.allbridge.com Garden City, New York · www.dci-design.com

M&A by Sector

Sector Current # Value All-time # Value
Internet Software and Services 21 (47%) - 35 (33%) -
Software 10 (22%) - 33 (31%) 152M (14%)
Information Technology 11 (24%) - 20 (19%) -
Technology Hardware 1 (2%) 891M (99%) 5 (5%) 891M (83%)
Business Services - - 2 (2%) 24M (2%)
Consumer Products - - 2 (2%) -
Electrical Equipment - - 2 (2%) -
Safety/Security 1 (2%) 10M (1%) 1 (1%) 10M (1%)
Apparel/Textiles - - 1 (1%) -
Consumer Services - - 1 (1%) -
E-Commerce - - 1 (1%) -
Education 1 (2%) - 1 (1%) -
Healthcare Services - - 1 (1%) -
Manufacturing - - 1 (1%) -
Retail - - 1 (1%) -
Total 45 $901M 107 $1.1B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 28 (62%) 901M (100%) 77 (72%) 1.1B (100%)
  California 5 (11%) - 14 (13%) 176M (16%)
  Texas 3 (7%) 891M (99%) 9 (8%) 891M (83%)
  Massachusetts 2 (4%) - 5 (5%) -
  New York 1 (2%) - 5 (5%) -
  Florida 3 (7%) 10M (1%) 4 (4%) 10M (1%)
  Virginia 2 (4%) - 4 (4%) -
  Illinois 2 (4%) - 4 (4%) -
  Indiana 1 (2%) - 3 (3%) -
  Georgia 1 (2%) - 3 (3%) -
  Tennessee - - 3 (3%) -
  North Carolina 2 (4%) - 2 (2%) -
  Minnesota 1 (2%) - 2 (2%) -
  Michigan 1 (2%) - 2 (2%) -
  Maryland 1 (2%) - 2 (2%) -
  Connecticut 1 (2%) - 2 (2%) -
  Colorado 1 (2%) - 2 (2%) -
  Pennsylvania - - 2 (2%) -
  Missouri 1 (2%) - 1 (1%) -
  Wisconsin - - 1 (1%) -
  Washington - - 1 (1%) -
  Utah - - 1 (1%) -
  Rhode Island - - 1 (1%) -
  Oregon - - 1 (1%) -
  Oklahoma - - 1 (1%) -
  New Jersey - - 1 (1%) -
  Nebraska - - 1 (1%) -
United Kingdom 6 (13%) - 9 (8%) -
  Ontario - - 1 (1%) -
Canada - - 4 (4%) -
  Ontario - - 3 (3%) -
  British Columbia - - 1 (1%) -
France 2 (4%) - 3 (3%) -
Sweden - - 3 (3%) -
Germany 2 (4%) - 2 (2%) -
Belgium 2 (4%) - 2 (2%) -
Norway 2 (4%) - 2 (2%) -
Denmark 1 (2%) - 2 (2%) -
Luxembourg 1 (2%) - 1 (1%) -
Russia 1 (2%) - 1 (1%) -
Netherlands - - 1 (1%) -
Domestic 28 (62%) 901M (100%) 77 (72%) 1.1B (100%)
Cross-border 17 (38%) - 30 (28%) -
Total 45 $901M 107 $1.1B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 7 (16%) - 27 (25%) -
Divestiture 5 (11%) 10M (1%) 24 (22%) 10M (1%)
Growth Capital 15 (33%) - 21 (20%) -
Secondary Buyout 9 (20%) - 16 (15%) -
Going Private 4 (9%) 891M (99%) 5 (5%) 1.0B (97%)
Special Situations/Distressed - - 4 (4%) 24M (2%)
Consolidation 1 (2%) - 4 (4%) -
Recapitalization 2 (4%) - 3 (3%) -
Stake Purchase 2 (4%) - 3 (3%) -
Total 45 $901M 107 $1.1B

Exits by Deal Type

Type Total # Value
Trade Sale 20 (36%) -
Trade Sale - Public Company 17 (31%) 1.8B (100%)
Merger 9 (16%) -
Secondary Sale 9 (16%) -
Total 55 $1.8B

Top M&A Advisors

Financial Deals
Triple Tree LLC
 2
William Blair
 2
Jefferies
 1
Legal Deals
Goodwin Procter
 3
Schulte Roth & Zabel LLP
 3
Massumi + Consoli LLP (MCLLP)
 2

Deal Values

buy # Total
$100M to $1B 2 $1.0B
< $100M 2 $34M
TOTAL $1.1B
Largest Tellabs Access LLC
$891M (2013-10-21)
sell # Total
$100M to $1B 5 $1.5B
< $100M 3 $242M
TOTAL $1.8B
Largest AdvancedMD Software, Inc.
$700M (2018-08-02)

M&A Connections

Deals
Acquired from
Investor(s)
18%
19 (18%)
Strategic(s)
22%
24 (22%)
Exited to
Investor(s)
16%
9 (16%)
Strategic(s)
84%
46 (84%)

Investor Summary

Investor Type

Private Equity Firm

Size

Mega

PE Assets

8.5B USD

Established

2005

Specialist/Generalist

Generalist

Leadership

Nick Kaiser

Co-founder & Senior Managing Director

David McGovern

Founder & Chairman, CEO

Peter Spasov

Senior Managing Director

Alex Beregovsky

Managing Director

Evan Smith

Managing Director

FAQ

When was Marlin Equity Partners founded?

Marlin Equity Partners was founded in 2005.

What type of investor is Marlin Equity Partners?

Marlin Equity Partners is a private equity firm.

Where is Marlin Equity Partners headquartered?

Marlin Equity Partners is headquartered in Hermosa Beach, California.

How much capital does Marlin Equity Partners have under management?

Marlin Equity Partners has 8.5B USD under management.

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