M&A Deal Summary |
|
|---|---|
| Date | 2017-05-09 |
| Target | Apex Group |
| Sector | Financial Services |
| Buyer(s) |
Genstar Capital
The Carlyle Group TA Associates |
| Sellers(s) | FTV Capital |
| Deal Type | Recapitalization |
| Advisor(s) | Macquarie Capital (Financial) Debevoise & Plimpton (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 49.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 67 of 107 |
| Sector (Financial Services) | 7 of 11 |
| Type (Recapitalization) | 2 of 7 |
| Country (Bermuda) | 1 of 1 |
| Year (2017) | 6 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-01 |
Tecomet
Wilmington, Massachusetts, United States Tecomet is a contract manufacturer of precision-engineered medical devices and components for the orthopedic, cardiovascular, medical imaging and aerospace markets. The company manufactures orthopedic implants as well as trauma and cranio-maxillofacial products for medical device customers (accounting for 70% of revenue). Tecomet also makes aerospace and industrial products, including components for satellites and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-19 |
Financial Horizons Group
Kitchener, Ontario, Canada Financial Horizons Group is a distributor of insurance products and other financial services in Canada. The Company consists of two business segments: Financial Horizons and Henderson Structured Settlements. Financial Horizons is a Managing General Agent that serves as the key conduit for independent insurance brokers to access a multitude of life insurance and financial investment products from various providers. Henderson Structured Settlements is an independent distributor of structured settlements, including tax-free, guaranteed annuities made available from five government-approved life insurance companies relating to compensatory damages for personal injury or death. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 376.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 583 of 695 |
| Sector (Financial Services) | 41 of 45 |
| Type (Recapitalization) | 9 of 9 |
| Country (Bermuda) | 2 of 4 |
| Year (2017) | 6 of 27 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-03-24 |
Delhivery Logistics
Gurgaon,, India Delhivery Logistics is a supply chain services company focused on digital commerce. Delhivery provides express logistics services in over 600 cities in India and in more than 8,500 pin-codes and operates 12 fulfillment centers for B2C and B2B fulfillment services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-18 |
McCauley
Dublin, Ireland McCauley operates 35 stores nationwide on high streets, in shopping centers, retail parks, and medical centers that are focused on Health, Wellness, and Beauty and are renowned for their premium brands, high levels of staff training and excellent customer service. McCauley was founded in 1953 and is based in Dublin, Ireland. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 65.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TA Associates is a private equity firm that targets investments in middle-market and large companies around the world. TA will consider control or minority investments in profitable companies and looks to commit between $70 and $500 million per transaction. TA proactively reaches out to companies directly in sourcing potential investment opportunities. Prospective businesses are generally valued between $100 million and $3 billion. Areas of interest include technology, software, communications, financial services, healthcare, business services, semiconductors/electronics, and consumer products/services. In addition to investing equity capital, TA also makes subordinated debt investments. TA's geographic preference is North America, Asia/Pacific, and Europe. TA Associates was formed in 1968 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 262 of 360 |
| Sector (Financial Services) | 42 of 51 |
| Type (Recapitalization) | 16 of 17 |
| Country (Bermuda) | 1 of 1 |
| Year (2017) | 12 of 23 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-04 |
Babilou
Bois Colombes, France Babilou is a provider of daycare services. Serving children under the age of three, Babilou primarily runs company-owned and operated nurseries serving corporate clients and municipalities, as well as a booking platform offering access to daycare spots at partner nurseries. Babilou has also expanded internationally and now operates more than 550 nurseries in France, Germany, Belgium, Dubai, and Switzerland. Babilou was founded in 2003 and is based in Bois Colombes, France. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-17 |
Entoria
Levallois-Perret, France Entoria is an insurance wholesale broker specializing in complementary health and death & disability insurance for self-employed individuals and SMEs. Entoria offers a full range of products and services to secure their incomes, preserve their estates, protect their health and provide protection against accidents and loss of life. Entoria was founded in 2000 and is based in Levallois-Perret, France. |
Sell | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 6.2B USD |
| Size | Large |
| Type | Sector Agnostic |
FTV Management Company, L.P. (FTV Capital) is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 56 |
| Sector (Financial Services) | 6 of 11 |
| Type (Recapitalization) | 1 of 2 |
| Country (Bermuda) | 1 of 1 |
| Year (2017) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-03-22 |
MarketsandMarkets
Pune, India MarketsandMarkets is a global industry research and consulting company that provides syndicated and custom research focused on high-growth and niche markets. MarketsandMarkets was founded in 2010 and is based in Pune, India. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-27 |
Sitehands
Charlotte, North Carolina, United States Sitehands is an innovative provider of enterprise IT field services through a unique two-sided market approach. Sitehands delivers IT field services through a unique two-sided platform which provides orchestration and simplification with end-to-end accountability and continuous optimization. Sitehands was founded in 2016 and is based in Charlotte, North Carolina. |
Buy | - |
