M&A Deal Summary |
|
|---|---|
| Date | 2019-11-11 |
| Target | GrammaTech |
| Sector | Software |
| Buyer(s) |
Pleasant Bay Capital Partners
Crescendo Capital Partners Capital Southwest Reynolda Equity Partners Five Points Capital |
| Deal Type | Recapitalization |
| Advisor(s) | AGC Partners (Financial) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2012 |
| Size | Small |
| Type | Sector Agnostic |
Pleasant Bay Capital Partners is a merchant bank focused on investments in profitable, lower middle-market companies in the healthcare, technology, business services, consumer, and industrial products/services sectors. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, shareholder liquidity needs, and buyouts. Pleasant Bay Capital Partners was established in 2012 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 9 |
| Sector (Software) | 3 of 3 |
| Type (Recapitalization) | 2 of 2 |
| State (New York) | 2 of 2 |
| Country (United States) | 9 of 9 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-03 |
Memorial MRI and Diagnostic
Houston, Texas, United States Memorial MRI & Diagnostic is a provider of outpatient diagnostic imaging services in the Houston market. It is a provider of diagnostic imaging services including MRI, CT or CAT scan, nuclear medicine, ultrasound, digital X-ray, digital mammography, dual energy X-ray or DEXA, pain management and other radiology services. Memorial MRI and Diagnostic is based in Houston, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-06 |
MedTouch
Cambridge, Massachusetts, United States MedTouch LLC is a digital healthcare marketing and technology consultancy. MedTouch was founded in 2004 and is based in Cambridge, Massachusetts. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Size | Small |
| Type | Sector Agnostic |
Crescendo Capital Partners LLC is a small private equity group that invests in growing, lower middle market businesses operating in or around Colorado. Crescendo looks for businesses valued less than $20 million, and with strong management, perhaps with an owner operator looking to take the company to the 'next level'. Crescendo also likes businesses operating in fragmented markets. Sectors of interest include software, services, hardware, electronics, basic manufacturing, and medical products. Crescendo Capital is based in Centennial, Colorado.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 17 |
| Sector (Software) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| State (New York) | 1 of 1 |
| Country (United States) | 13 of 17 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-01 |
P3 Services
Auburn, Washington, United States P3 Services is a provider of plumbing installation and maintenance and repair services to the multi-family, light commercial, and single-family end markets with operations in Austin, Charlotte, Dallas, Houston, San Antonio, and Seattle. P3 Services was founded in 1985 and is based in Auburn, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-08 |
Lor-Mar Mechanical Services
Pennsauken, New Jersey, United States Lor-Mar Mechanical Services is an HVAC mechanical contractor for commercial and industrial customers. Lor-Mar has two divisions: Construction and Service. Construction provides HVAC, Plumbing and Sheet Metal Design and Installation. Service provides HVAC and Plumbing Maintenance, Repair, and Installation. Lor-Mar Mechanical Services was founded in 1997 and is based in Pennsauken, New Jersey. |
Buy | - |
| Category | Business Development Company |
|---|---|
| Founded | 1961 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 39 of 48 |
| Sector (Software) | 4 of 5 |
| Type (Recapitalization) | 7 of 8 |
| State (New York) | 2 of 2 |
| Country (United States) | 38 of 47 |
| Year (2019) | 6 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-26 |
Trafera
St. Paul, Minnesota, United States Trafera is a provider of educational technology to K-12 schools and a top K-12 focused reseller of Google Chrome devices. Trafera offers a broad range of additional hardware and software solutions that support better outcomes through technology and also offers a robust set of services including deployment and warranty support. Trafera is based in St. Paul, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-20 |
Relevant Solutions
Houston, Texas, United States Relevant Solutions is a compressed, oil-free air rental provider to end-users in a refinery, petrochemical, power generation, food and beverage, pharmaceutical, plastics, and other industrial settings. Relevant’s fleet can address a full spectrum of pressure and flow needs for its customers, which often operate in environments in which tailored solutions for oil-free air are required. Relevant Solutions was founded in 1984 and is based in Houston, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 712M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Reynolda Equity Partners is a lower middle-market private equity firm focused on acquiring and investing in business services across the US. The Firm looks for companies with $2 to $8 million of EBITDA and valued between $20 and $100 million. Prospective transaction situations include recapitalizations, buyouts, and buy-and-builds, and corproate divestitures. Reynolda Equity Partners was established in 1997 and is based in Winston-Salem, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 6 |
| Sector (Software) | 1 of 1 |
| Type (Recapitalization) | 1 of 1 |
| State (New York) | 1 of 1 |
| Country (United States) | 1 of 6 |
| Year (2019) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-01 |
Specialty Appliances
Cumming, Georgia, United States Specialty Appliances is a digitally-focused orthodontic laboratory, manufacturing a variety of orthodontic appliances, including Herbst appliances, metals and expanders, retainers, indirect bonding and clear aligners, among others. Specialty Appliances was founded in 1981 and is based in Cumming, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Five Points Capital makes both direct private equity and junior capital investments in US-based middle-market companies. Five Points prefers control based investments and will consider opportunities in a variety of industries. For both equity and mezzanine investments, the Firm looks to commit $5 to $25 million of capital in businesses with at least $10 million in sales and $3 million of EBITDA. Five Points Capital was formerly known as BB&T Capital Partners and re-branded in 2015. The Firm was established in 1997 and is based in Winston-Salem, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 76 of 89 |
| Sector (Software) | 1 of 3 |
| Type (Recapitalization) | 20 of 21 |
| State (New York) | 4 of 4 |
| Country (United States) | 76 of 89 |
| Year (2019) | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-06 |
BrandFX
Fort Worth, Texas, United States BrandFX LLC is a manufacturer and seller of composite utility truck bodies. Products include service bodies designed for smaller utility trucks, line bodies designed for medium-sized utility trucks as well as toppers and inserts designed primarily for compact utility trucks. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-12 |
ASPEQ Heating Group
St. Louis, Mississippi, United States ASPEQ Heating Group is a provider of custom-configured electric heating and thermal management products to the industrial, commercial, military, marine, and transportation markets. ASPEQ serves a highly diversified customer base and provides over 30 distinct product categories, including immersion and circulation heaters, duct heaters, tubular elements, unit and comfort heaters, and explosion-proof heaters, among others, as well as integrated controls and spare parts. Products are marketed through a multi-channel approach under the longstanding and well-known INDEECO, Heatrex, AccuTherm, and Brasch brands. ASPEQ Heating Group was formed in 2008 and is based in St. Louis, Mississippi. |
Sell | - |
