Investment Summary

Hellman & Friedman and Valeas Capital Partners Invest In Baker Tilly

On February 5, 2024, private equity firms Hellman & Friedman and Valeas Capital Partners invested in business services company Baker Tilly

Investment Highlights
  • This is Hellman & Friedman’s 1st and Valeas Capital Partners’ 1st transaction in the Business Services sector.
  • This is Hellman & Friedman’s 60th and Valeas Capital Partners’ 4th transaction in the United States.
  • This is Hellman & Friedman’s 6th and Valeas Capital Partners’ 1st transaction in Illinois.

Investment Summary
Date 2024-02-05
Target Baker Tilly
Sector Business Services
Investor(s) Hellman & Friedman
Valeas Capital Partners
Deal Type Growth Capital
Advisor(s) William Blair (Financial)
Foley & Lardner LLP (Legal)

Target

Baker Tilly

Chicago, Illinois, United States
website
Baker Tilly is an advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers (New York, London, San Francisco, Los Angeles, and Chicago). Baker Tilly was founded in 1931 and is based in Chicago, Illinois.

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Investor(S) 2

Investor

Hellman & Friedman

San Francisco, California, United States

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 1984
PE ASSETS 50.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Hellman & Friedman (H&F) is a large private equity firm on the West Coast of the US. H&F focuses on control and minority investments in a variety of transaction structures and will consider opportunities across the US and Europe. H&F seeks buyouts and business in need of restructurings that operate in defensible markets with predictable revenue and earnings growth. Target sectors include financial services, healthcare, indusrial, energy, insurance, media, marketing, professional services, software, and information services. H&F's target equity investment size is $300 million to $1 billion. Hellman & Friedman was formed in 1984 and has offices in San Francisco, New York City, and London.

DEAL STATS #
Overall 87 of 87
Sector (Business Services) 1 of 1
Type (Growth Capital) 7 of 7
State (Illinois) 6 of 6
Country (United States) 60 of 60
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-09-21 Splunk

San Francisco, California, United States

Splunk is a provider of operational intelligence software used to monitor, report and analyze real-time machine data as well as historical data across your IT infrastructure. Splunk was formed in 2003 and is based in San Francisco, California.

Sell $28.0B
Investor

Valeas Capital Partners

Investor Investor Investor Investor Investor

website

Category Private Equity Firm
Founded 2021
Size Small
Type Sector Agnostic
DESCRIPTION

DEAL STATS #
Overall 4 of 4
Sector (Business Services) 1 of 1
Type (Growth Capital) 3 of 3
State (Illinois) 1 of 1
Country (United States) 4 of 4
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-07-26 Ren

Indianapolis, Indiana, United States

Ren is an independent philanthropic solutions provider in North America. Ren is a provider of Donor Advised Funds (“DAF”) software and managed services to financial advisors at the largest US financial institutions. Ren delivers custom solutions that include tax expertise, accounting support and impeccable client service, through its’ proprietary cloud computing technology. Ren was founded in 1987 and is based in Indianapolis, Indiana.

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Legal