M&A Deal Summary |
|
|---|---|
| Date | 2020-12-14 |
| Target | Comply365 |
| Sector | Software |
| Buyer(s) |
Liberty Hall Capital Partners
RF Investment Partners |
| Sellers(s) | Luminate Capital Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | AGC Partners (Financial) Kirkland & Ellis (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2011 |
| Size | Small |
| Type | Sector Focused |
Liberty Hall Capital Partners is a private equity firm focused on investing in and acquiring businesses operating in the aerospace sector. Specific areas of interest include aerospace suppliers, aircraft finance, service providers, and MRO (maintenance, repair, overhaul) companies. Liberty Hall seeks to partner with entrepreneurs and management teams to identify and acquire leading businesses serving these segments. Liberty Hall Capital Partners was formed in 2011 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 9 |
| Sector (Software) | 1 of 1 |
| Type (Secondary Buyout) | 3 of 3 |
| State (Wisconsin) | 1 of 1 |
| Country (United States) | 7 of 7 |
| Year (2020) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-14 |
Aircraft Performance Group
Castle Rock, Colorado, United States Aircraft Performance Group is a provider of proprietary flight operations software solutions into the aftermarket of the aerospace industry. APG operates a software as a service business model focused on the corporate and business aviation segment of the aerospace industry. APG has recently integrated its market-leading aircraft performance software solutions, including runway analysis and weight and balance services, with flight planning services into a new software offering and mobile app, iPreFlight GenesisTM. Aircraft Performance Group was founded in 1999 and is based in Castle Rock, Colorado. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-12 |
Onboard Systems International
Vancouver, Washington, United States Onboard Systems International is a provider of external cargo handling equipment for airframe manufacturers, military forces, and commercial helicopter operators around the world. Onboard Systems International was founded in 1975 and is based in Vancouver, Washington. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2016 |
| PE ASSETS | 683M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
RF Investment Partners is a private investment firm focused on providing flexible capital solutions to small and mid-sized companies. The Firm looks to invest $10 to $40 million of equity/debt capital capital to support businesses with at least $10 million of revenue. Funds are generally used to support buyouts, recapitalizations, acquisitions, shareholder liquidity needs, and family successions. RF Investment Partners was formed in 2016 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 31 |
| Sector (Software) | 2 of 7 |
| Type (Secondary Buyout) | 3 of 3 |
| State (Wisconsin) | 1 of 2 |
| Country (United States) | 14 of 30 |
| Year (2020) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-06-03 |
Dealer
Tampa, Florida, United States Dealer is a SaaS provider of marketing automation software and services primarily to automobile repair facilities and dealer service centers. Dealer is based in Tampa, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-01 |
Select Dental
Florham Park, New Jersey, United States Select Dental is a dental practice management company focused on providing quality care to patients. Select Dental was founded in 2018 and is based in Florham Park, New Jersey. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2015 |
| PE ASSETS | 265M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Luminate Capital Partners is a private equity group focused on control investments in software and software-enabled businesses. The Firm targets growth-oriented companies 'at an inflection point' looking to take the business to the next level. Specific areas of interest include vertical applications, SaaS, back office and supply chain, marketing automation, e-commerce, data and analytics and software-enabled services. Laminate Capital was formed in 2015 and is based in San Francisco.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 7 |
| Sector (Software) | 2 of 2 |
| Type (Secondary Buyout) | 3 of 3 |
| State (Wisconsin) | 1 of 1 |
| Country (United States) | 3 of 7 |
| Year (2020) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-09-02 |
Oversight Systems
Atlanta, Georgia, United States Oversight Systems is a web-based software solution that automates spending program compliance by comprehensively analyzing expense reports, purchase cards, and accounts payable transactions to identify fraud, non-compliant purchases, as well as inefficient and wasteful spending. Oversight Systems was founded in 2003 and is based in Atlanta, Georgia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-27 |
AMTdirect
Cornelius, North Carolina, United States AMTdirect LLC is a provider of lease accounting, lease administration, and facilities management solutions for corporate occupiers and lessees. AMTdirect was founded in 1996 and is based in Cornelius, North Carolina. |
Sell | - |
