M&A Deal Summary |
|
|---|---|
| Date | 2013-08-12 |
| Target | Bollinger |
| Sector | Insurance |
| Buyer(s) | Gallagher |
| Sellers(s) |
Evercore Capital Partners
Apogem Capital AEA Investors |
| Deal Type | Add-on Acquisition |
| Deal Value | 277M USD |
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Gallagher is an international insurance brokerage and risk management services firm. Gallagher has operations in 27 countries and offers its services in more than 140 countries around the world through a network of correspondent brokers and consultants. Gallagher was incorporated in 1927 and is based in Rolling Meadows, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 140 of 528 |
| Sector (Insurance) | 107 of 441 |
| Type (Add-on Acquisition) | 131 of 499 |
| State (New Jersey) | 7 of 19 |
| Country (United States) | 123 of 397 |
| Year (2013) | 11 of 26 |
| Size (of disclosed) | 10 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-07-10 |
D&E Benefits Solutions
Albany, New York, United States D&E Benefits Solutions LLC is a provider of employee benefits consulting and brokerage services for companies. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-08-26 |
Dickinson & Associates Inc
Ottawa, Ontario, Canada Dickinson & Associates is an employee benefits insurance broker and consultant that offers a full range of group employee benefits products and consulting services to their business and individual clients throughout Canada. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| Size | Large |
| Type | Sector Agnostic |
Evercore Capital Partners (ECP) is the private equity arm of investment bank Evercore Partners. ECP is part of Evercore's Investment Management division which also consists of Evercore Ventures, Evercore Asset Management, and Protego Asesores, a Mexico focused private equity fund launched jointly with Discovery Capital Partners. ECP seeks investments in middle-market businesses valued greater than $50 million. ECP looks for value situations with post-investment upside, and will consider opportunities in a variety of industries. Evercore was founded in 1996 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 9 |
| Sector (Insurance) | 2 of 2 |
| Type (Add-on Acquisition) | 2 of 4 |
| State (New Jersey) | 1 of 1 |
| Country (United States) | 6 of 9 |
| Year (2013) | 1 of 1 |
| Size (of disclosed) | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-12-23 |
TestEquity
Moorpark, California, United States TestEquity is a distributor of electronic test and measurement equipment as well as laboratory and production supplies. TestEquity is a source provider for test solutions and electronic production supplies. TestEquity was founded in 1971 and is based in Moorpark, California. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-01 |
Alliantgroup
Houston, Texas, United States Alliantgroup provides complex tax consulting services to U.S. companies to help them identify, calculate and claim various state, local and federal tax credits on their business tax returns. Alliant is the leader in the $10 billion Research & Development tax credit vertical, which is just one niche within a market of over 7,000 available tax credits. Alliantgroup was founded in 2001 and is based in Houston, Texas. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 2001 |
| PE ASSETS | 39.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 49 |
| Sector (Insurance) | 1 of 1 |
| Type (Add-on Acquisition) | 5 of 21 |
| State (New Jersey) | 2 of 6 |
| Country (United States) | 11 of 49 |
| Year (2013) | 2 of 2 |
| Size (of disclosed) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-08-08 |
Champion Manufacturing
Elkhart, Indiana, United States Champion is a designer and manufacturer of seating products for the healthcare market. Champion's product portfolio primarily consists of highly engineered medical recliners sold to outpatient, post-acute medical facilities for treatments such as hemodialysis, where patient comfort is of critical importance. Champion Manufacturing, Inc. was founded in 1992 and is based in Elkhart, Indiana. |
Buy | $45M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-06 |
Polyform Products
Elk Grove Village, Illinois, United States Polyform Products is a developer, manufacturer, and marketer of polymer clay products worldwide. Polyform Products was founded in 1967 and is based in Elk Grove Village, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 17.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
AEA Investors is a private investment firm focused on investing in and acquiring businesses headquartered primarily in the US, Europe, and China. AEA looks for companies operating in stable to growing industries with a proven ability to generate positive cash-flow. Broad sectors of interest include value-added industrial products/services, specialty chemicals, consumer products, and services. In addition to its primary middle-market private equity fund, AEA maintains additional funds targeted towards mezzanine financing, senior secured debt, and small business buyouts. AEA Investors was formed in 1968 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 28 of 76 |
| Sector (Insurance) | 1 of 1 |
| Type (Add-on Acquisition) | 12 of 25 |
| State (New Jersey) | 2 of 4 |
| Country (United States) | 25 of 69 |
| Year (2013) | 2 of 4 |
| Size (of disclosed) | 15 of 17 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-06-06 |
Brand Networks
St. Paul, Minnesota, United States Brand Networks offers social software solutions and digital marketing services for the world’s most liked brands. Brand Networks delivers enterprise-ready social applications with its Social Marketing Stack, which harnesses the integrated power of social networks to generate stories at scale, build brand loyalty and foster more profitable customer relationships. Brand Networks is based in St. Paul, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-09-30 |
AZEK
Chicago, Illinois, United States AZEK is a manufacturer of beautiful, low-maintenance residential and commercial building products, and is committed to accelerating the use of recyclable materials. The company is completely focused on leveraging our expertise in materials science and its customer-centric approach to engineer and manufacture the most beautiful, most sustainable building products to improve the lives and businesses of our customers. AZEK is based in Chicago, Illinois. |
Sell | - |
