Investment Summary |
|
|---|---|
| Date | 2023-05-01 |
| Target | Gersh |
| Sector | Media |
| Investor(s) |
Crestview Partners
Monroe Capital |
| Deal Type | Growth Capital |
| Advisor(s) | Houlihan Lokey (Financial) Sidley (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 10.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Crestview Partners is a private equity firm focused on challenging investment situations. Crestview targets opportunities across a broad range of industries, with a special interest in asset management, media, healthcare and financial service companies. The Firm looks to commit $100 to $250 million of equity capital in transactions valued between $500 million and $3 billion. Crestview Partners was formed in 2004 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 54 of 55 |
| Sector (Media) | 4 of 4 |
| Type (Growth Capital) | 10 of 10 |
| State (California) | 7 of 8 |
| Country (United States) | 43 of 44 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-05 |
Modern Wealth Management
Lanexa, Kansas, United States Modern Wealth Management is a national registered investment advisory firm. Modern Wealth was designed to anticipate the needs of Americans at every stage in life by providing a full suite of wealth management services carried out by a team of experts specializing in financial planning, tax planning and preparation, personal banking, estate planning and more. Modern Wealth Management was founded in 1996 and is based in Lenexa, Kansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-29 |
Fidelis Insurance
Pembroke, Bermuda Fidelis Insurance is a provider of insurance underwriting and reinsurance services. The Company underwrites specialty lines of insurance focused on energy, marine, property, aviation, and political risk out of Bermuda and London, with a balance between insurance and reinsurance. Fidelis Insurance was founded in 2014 and is based in Pembroke, Bermuda. |
Sell | - |
| Category | Lender |
|---|---|
| Founded | 2004 |
| PE ASSETS | 14.1B USD |
| Size | Mega |
| Type | Sector Agnostic |
Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 96 of 117 |
| Sector (Media) | 4 of 5 |
| Type (Growth Capital) | 37 of 37 |
| State (California) | 18 of 18 |
| Country (United States) | 95 of 116 |
| Year (2023) | 3 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-01 |
RedZone Robotics
Warrendale, Pennsylvania, United States RedZone Robotics is a technology-enabled solutions business that uses proprietary robots and software tools to provide inspection, data collection, and asset management services primarily for wastewater pipeline systems. RedZone Robotics was founded in 1987 and is based in Warrendale, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-05 |
Lightwave Dental
Woodbridge, Virginia, United States Lightwave Dental is a management services partner for dental offices located in Virginia. Lightwave Dental is dedicated to providing the benefits of a larger dental group for the doctors and the staff without the drawbacks of traditional corporate dentistry. The company offers a low-touch, democratic approach to working with its dental partners that drives better results for doctors and a better experience for the staff. Lightwave Dental was founded in 2016 and is based in Woodbridge, Virginia. |
Buy | - |
