M&A Deal Summary |
|
|---|---|
| Date | 2023-01-26 |
| Target | Excellarate |
| Sector | Information Technology |
| Buyer(s) | Encora |
| Sellers(s) |
Frontenac
Balance Point Capital Partners |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
Encora is a global digital engineering services company specializing in software product development services for fast-growing enterprises and digitally native companies whose market position and growth are driven by proprietary software products. Encora is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 4 |
| Sector (Information Technology) | 2 of 3 |
| Type (Add-on Acquisition) | 3 of 4 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 3 of 3 |
| Year (2023) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-06 |
Daitan
San Ramon, California, United States Daitan is a provider of software engineering services. Daitan's high-quality software development services significantly accelerate time-to-market for global technology companies. Daitan was founded in 2004 and is based in San Ramon, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-16 |
Softelligence
Bucharest, Bulgaria Softelligence enables organizations in Financial Services to accelerate growth with next-generation InsurTech through Automation, AI, and Machine Learning. It has the extensive industry knowledge and broad expertise in digital projects covering paperless quote-and-bind flows, automation of the claims process through AI, fraud detection using Machine Learning algorithms across personal and commercial lines, corporate and specialty as well as digital lending, Know Your Customer (KYC) and other digital banking flows. From data to insights with compelling dashboards, from manual processes and forms to pure digital customer journeys, the company is the partner of choice for many top-tier insurance companies and banks in Europe. Softelligence is based in Bucharest, Bulgaria. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1971 |
| PE ASSETS | 2.1B USD |
| Size | Large |
| Type | Sector Agnostic |
Frontenac is a Midwest US-based private equity firm that seek profitable, lower middle-market company investments with $5 to $25 million of EBITDA. Frontenac typically partners with management when pursuing acquisitions, including companies managed by owner-operators. Sectors of interest include financial services, healthcare services, education/HR services, manufacturing, publishing/media, and technology services. Frontenac was formed in 1971 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 58 of 59 |
| Sector (Information Technology) | 7 of 7 |
| Type (Add-on Acquisition) | 21 of 22 |
| State (Pennsylvania) | 2 of 2 |
| Country (United States) | 56 of 57 |
| Year (2023) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-10 |
CertainPath
Addison, Texas, United States CertainPath is a training and development organization that assists residential home services contractors to build and grow their businesses. The Company’s members serve repair and remodel needs within the HVAC, electrical, plumbing, and roofing categories. CertainPath’s offerings include training, coaching, supply chain access, technology, events and other resources. CertainPath is based in Addison, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-19 |
CCI Prime
Bethlehem, Pennsylvania, United States CCI Prime is a branded manufacturer and importer of Asian-style food products selling primarily under the Prime Foods and Chan & Chan brands. CCI Prime is based in Bethlehem, Pennsylvania. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.7B USD |
| Size | Small |
| Type | Sector Agnostic |
Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 16 |
| Sector (Information Technology) | 3 of 3 |
| Type (Add-on Acquisition) | 9 of 9 |
| State (Pennsylvania) | 1 of 1 |
| Country (United States) | 16 of 16 |
| Year (2023) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-08 |
Sylmar
Los Angeles, California, United States Sylmar is a buy-and-build platform dedicated to investing in legacy operating businesses in the large, growing, and fragmented water and wastewater industry. Sylmar was founded in 2020 and is based in Los Angeles, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-14 |
Supreme Optimization
San Juan, Puerto Rico Supreme Optimization is a digital marketing agency focused exclusively on life sciences. Supreme Optimization was founded in 2015 and is based in San Juan, Puerto Rico. |
Buy | - |
