M&A Deal Summary

Guardian Capital Partners and Patriot Capital Acquire Carson Dellosa Education

On July 26, 2016, private equity firms Guardian Capital Partners and Patriot Capital acquired e-commerce company Carson Dellosa Education from Birch Hill Equity Partners

Acquisition Highlights
  • This is Guardian Capital Partners’ 1st and Patriot Capital’s 1st transaction in the E-Commerce sector.
  • This is Guardian Capital Partners’ 10th and Patriot Capital’s 69th transaction in the United States.
  • This is Guardian Capital Partners’ 1st and Patriot Capital’s 4th transaction in North Carolina.
Investment Fate
  • Carson Dellosa Education was sold to a strategic buyer in 2024.

M&A Deal Summary
Date 2016-07-26
Target Carson Dellosa Education
Sector E-Commerce
Buyer(s) Guardian Capital Partners
Patriot Capital
Sellers(s) Birch Hill Equity Partners
Deal Type Secondary Buyout

Target

Carson Dellosa Education

Greensboro, North Carolina, United States
Carson Dellosa Education is a provider of K-8 supplemental education content for parents, teachers, and students with an established portfolio of five market-leading brands known for high-quality, rigorous educational materials. Carson Dellosa Education was founded in 1975 and is based in Greensboro, North Carolina.

Search 202,137 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 2

Buyer

Guardian Capital Partners

Wayne, Pennsylvania, United States

Investor Investor Investor Investor

Category Private Equity Firm
Founded 2007
PE ASSETS 200M USD
Size Small
Type Sector Agnostic
DESCRIPTION

Guardian Capital Partners is a smaller private equity firm focused on control investments in family-owned companies and corporate divestitures. Guardian looks for profitable businesses with a 'history of stability' and a 'strong instaleed customer base'. Prospective opportunities are located in the US and typically generate sales of $20 to $150 million. Target sectors include industrial, manufacturing, business services, consumer products, and healthcare/medical devices. Guardian Capital Partners was formed in 2007 and is based in Wayne, Pennsylvania.

DEAL STATS #
Overall 10 of 22
Sector (E-Commerce) 1 of 1
Type (Secondary Buyout) 2 of 6
State (North Carolina) 1 of 1
Country (United States) 10 of 22
Year (2016) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-06-27 Corporate Call Center

Blue Bell, Pennsylvania, United States

Corporate Call Center is a teleservices and call center company that provides quality solutions that enhance image and foster growth through communication for our clients to their customer base and target audiences. Corporate Call Center was founded in 2002 and is based in Blue Bell, Pennsylvania.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-01-19 Kwik Tek

Denver, Colorado, United States

Kwik Tek, Inc. is a designer and supplier of outdoor branded products for the recreational watersports and winter sports markets. Its product line includes towables, inflatables, life jackets, wakeboards, kneeboards, snowshoes, trekking poles, snow sleds, pool floats, lounge items, and related accessories. Kwik Tek supplies products through their trusted consumer brands including Airhead, Sportsstuff, and Yukon Charlie's. Aaron Kramer, founder, CEO and President of Kwik Tek said, "I am excited to be partnering with Falconhead Capital and M3 Outdoor. Their market expertise makes them the perfect partners to help ensure that even more people can enjoy our exciting products.

Sell -
Buyer

Patriot Capital

Baltimore, Maryland, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Size Large
Type Sector Agnostic
DESCRIPTION

Patriot Capital is a private investment firm that provides equity and junior capital to support acquisitions, growth capital financings, management buyouts, and recapitalizations of middle-market companies. The Firm looks to invest $5 to $25 million in businesses generating revenues of $10 to $200 million. Areas of interest include business and consumer services, consumer products, niche manufacturing and distribution, education, e-commerce, application software, transportation, and telecom services. Patriot focuses its investment activity with the Mid-Atlantic, Midwest, and Southern areas of the US. Patriot Capital is based in Baltimore, Maryland.

DEAL STATS #
Overall 69 of 109
Sector (E-Commerce) 1 of 1
Type (Secondary Buyout) 6 of 14
State (North Carolina) 4 of 7
Country (United States) 69 of 109
Year (2016) 5 of 8
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-07-19 Thermal Process Holdings

Elkhorn, Wisconsin, United States

Thermal Process Holdings provides heat treating services through four operating companies (Diamond Heat Treat, Certified Heat Treating, Hudapack Metal Treating, and P&L Heat Treating & Grinding). Thermal Process Holdings is based in Elkhart, Wisconsin.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2016-08-01 United Urology Group

Owings Mills, Maryland, United States

United Urology Group is a urology physician practice management company with clinical offices and ambulatory surgical centers that provide general urologic care and ancillary service lines including surgical centers, pharmacy, radiation therapy, and a pathology lab. United Urology Group was founded in 2006 and is based in Owings Mills, Maryland.

Buy -

Seller(S) 1

SELLER

Birch Hill Equity Partners

Toronto, Ontario, Canada

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1994
PE ASSETS 5.0B CAD
Size Large
Type Sector Agnostic
DESCRIPTION

Birch Hill Equity Partners is a middle-market private equity firm focused on investments in Canadian companies. Birch Hill targets growth oriented businesses valued between C$50 and C$1000 million. Sectors of interest include agriculture, communications, energy, environmental, entertainment, distribution, healthcare, manufacturing, software, and technology. Birch Hill will not consider investments in real estate, pure commodity companies or start ups. Birch Hill Equity Partners was formed in 1994 and is based in Toronto, Canada.

DEAL STATS #
Overall 29 of 39
Sector (E-Commerce) 1 of 1
Type (Secondary Buyout) 9 of 13
State (North Carolina) 1 of 1
Country (United States) 5 of 7
Year (2016) 4 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-07-01 TSC Stores

London, Ontario, Canada

TSC Stores L.P. is a specialty retailer of hardware, farm supplies, and animal products focused on rural and small-town markets throughout southern Ontario. TSC Stores was formed in 1966 and is based in London, Ontario.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-03-10 Cozzini Bros

Des Plaines, Illinois, United States

Cozzini Bros is a full-service provider of sharpening and other blade exchange programs for restaurants, grocery stores, commercial kitchens, cafeterias, hospitals and schools. While maintaining the heritage, values and customer focus, company have been encouraged by customers to invest in customized blade sharpening programs for a variety of equipment, and in developing sophisticated invoicing capabilities. Cozzini Bros was formed in 2003 and is based in Des Plaines, Illinois.

Buy -
Mergr

Product

Company

Legal