Portfolio vs. M&A Activity — which tab to use
Portfolio tab — lists the companies the firm has owned (current and former). One row per company.
M&A Activity tab — lists the transactions the firm has been involved in (acquisitions, exits, secondary buyouts, recapitalizations). One row per deal.
Use Portfolio when you want to know *what they own*. Use M&A Activity when you want to know *what they've done*. This article covers the second.
Step 1 — Find the firm
Use the search bar at the top of any Mergr page. Type the firm name (e.g., KKR, Thoma Bravo, Audax) and either pick a match from the autocomplete or press enter to see full search results. For individual investors, we track their investment criteria, portfolio companies, M&A activity, as well as advisors, team members, and offices. In this search example we'll look-up the M&A activity for an investor.
Step 2 — Open the firm's profile and click M&A Activity
Selecting the firm opens its profile page (the Profile tab is the default landing view). Click the M&A Activity tab to switch to the deal-by-deal view.
Step 3 — Read and filter the M&A table
The M&A Activity tab lists every transaction Mergr has on file for the firm — sorted most-recent-first by default.
Each row shows:
Target company involved in the deal
Other parties (buyer or seller, depending on which side the firm was on)
Transaction type (e.g., Divestiture, Secondary Buyout, Trade Sale, Secondary Sale)
Deal value (where disclosed)
Date
The table is filterable across:
Transaction situation (Buy-side vs. Sell-side — isolates acquisitions vs. exits)
Geography (target country)
Year
Tips
Toggle Buy vs. Sell to read pace separately. A firm with a steady buy cadence but no exits in 3 years is in deployment mode; one with steady exits and no new buys is in harvest mode. Different conversation depending on which.
Sort by Deal Value (descending) to surface the firm's largest disclosed deals — useful for pitch comps and IC reference.
Filter by Transaction Type to isolate specific deal categories — e.g., Secondary Sale to find every PE-to-PE exit.
For a structured view of who the firm bought from and sold to (deal counterparties), use Trading Partners.
To stack this firm's deal pace against peers, use Compare.


