Investment Summary |
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Date | 2020-09-30 |
Target | EP Wealth Advisors |
Sector | Business Services |
Investor(s) | Berkshire Partners |
Deal Type | Stake Purchase |
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Category | Private Equity Firm |
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Founded | 1984 |
PE ASSETS | 16.0B USD |
Size | Mega |
Type | Sector Agnostic |
Berkshire Partners is a private equity firm focused on investing in businesses with strong management and that lead their respective markets. Berkshire will consider investments in both public and private companies. Prospective transactions for private companies include leveraged buyouts, recapitalizations, growth capital financings, and privatizations. Public company transactions include take-privates, PIPEs, and equity stakes. Berkshire generally looks to invest $150 to $500 million of equity capital per transaction in companies valued up to $2 billion. Sectors of interest include industrial manufacturing, consumer products, retailing, transportation, communications and business services. Berkshire Partners was formed in 1984 and is based in Boston, Massachusetts.
DEAL STATS | # |
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Overall | 85 of 99 |
Sector (Business Services) | 6 of 7 |
Type (Stake Purchase) | 10 of 10 |
State (California) | 10 of 10 |
Country (United States) | 74 of 87 |
Year (2020) | 5 of 6 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-09-09 |
El Dorado Foods
Boston, Massachusetts, United States El Dorado Foods is a platform to invest in and build a portfolio of Latin-inspired food and beverage brands. El Dorado Foods is based in Boston, Massachusetts. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2020-12-09 |
FoodChain ID
Fairfield, Iowa, United States FoodChain ID is a provider of analytic testing, third-party certification, and consulting services to the agriculture and food industries. The company’s products are used for the testing of food and agricultural products to detect genetically modified organisms (GMOs) and to ensure compliance with national and international government regulations, client and trading partner demands, and consumer information needs. FoodChain ID was founded in 1996 and is based in Fairfield, Iowa. |
Buy | - |