M&A Deal Summary |
|
|---|---|
| Date | 2017-07-27 |
| Target | OASIS Group |
| Sector | Information Services |
| Buyer(s) | Montagu |
| Sellers(s) |
Housatonic Partners
Sverica Peterson Partners |
| Deal Type | Secondary Buyout |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 11.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Montagu is an independent private equity firm focused on European management buyouts and growth capital transactions. The Firm seeks opportunities valued between €100 million and €1 billion. Sectors of interest include healthcare, medical products, financial services, software, IT, information services, and education. Montagu dates back to 1968 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 93 of 114 |
| Sector (Information Services) | 1 of 4 |
| Type (Secondary Buyout) | 17 of 28 |
| Country (Ireland) | 1 of 2 |
| Year (2017) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-29 |
Visma
Oslo, Norway Visma offers software and services that simplify and digitize core business processes in the private and public sectors. Visma was founded in 1985 and is based in Oslo, Norway. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-28 |
St Hubert
Rungis, France St Hubert produces and markets spreads in France. St Hubert was founded in 1989 and is based in Rungis, France. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Housatonic Partners is a private equity firm focused on investing in growing, profitable companies with a preference for businesses generating recurring revenues. Target sectors include services, media, and communications. Housatonic looks to commit $10 to $30 million per transaction to support buyouts and recapitalizations. Prospective companies generally have high gross margins and moderate capital intensity. Housatonic was formed in 1994 and has offices in Boston, Massachusetts and San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 44 |
| Sector (Information Services) | 2 of 2 |
| Type (Secondary Buyout) | 11 of 13 |
| Country (Ireland) | 1 of 1 |
| Year (2017) | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-27 |
Efficient Hire
Littleton, Colorado, United States Efficient Hire is a designer and developer of cloud-based data collection automation software that integrates into a company's human resource and hiring process. It serves customers in the restaurant, staffing, retail, call center, and convenience store industries. Efficient Forms was founded in 2004 and is based in Littleton, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-01 |
FIMC
Sarasota, Florida, United States FIMC provides financial service companies the ability to engage and retain customers, drive revenue growth, and extend their brand. FIMC helps consumers maintain financial stability and peace of mind by protecting them from many of the most common, yet unexpected, expenses they face everyday. FIMC was founded in 1974 and is based in Sarasota, Florida. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 1.1B USD |
| Size | Large |
| Type | Sector Agnostic |
Sverica Capital Management is a private equity firm that invests in stable or growing, smaller companies with valued less than $150 million. Sverica looks to commit $15 to $50 million per transaction and primarily targets buyout or divestiture situations and avoids businesses in need of restructuring. Broad areas of interest include IT, business services, healthcare, light manufacturing, and industrials. The Firm generally seeks majority control investments, but will also selectively consider minority situations. Sverica Capital Management was formed in 2001 and has offices in Boston and San Francisco.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 26 |
| Sector (Information Services) | 1 of 1 |
| Type (Secondary Buyout) | 5 of 9 |
| Country (Ireland) | 1 of 1 |
| Year (2017) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-21 |
iWave Information Systems
Charlottetown, Prince Edward Island, Canada iWave Information Systems is a provider of access to data and proprietary analytics to help prospect researchers, fundraisers, and other development professionals determine which donor prospects to ask, how much to ask for, and when to ask. iWave Information Systems was founded in 1991 and is based in Charlottetown, Prince Edward Island. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-08-10 |
Women s Health USA
Avon, Connecticut, United States Women's Health USA is a national physician practice management organization focused on women’s health, including OBGYN and In Vitro Fertilization. WHUSA provides physician practices with a full suite of practice management solutions including revenue cycle management, payor contracting, EMR & technology management, financial & accounting, risk management, and others. Women's Health USA was established in 1997 and is based in Avon, Connecticut. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 1995 |
| PE ASSETS | 350M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Peterson Partners is a private equity firm that targets investments in lower middle-market growth companies located in the Western US. Peterson looks to commit between $5 and $25 million of equity in companies generating sales of at least $5 million. Sectors of interest include consumer products and services, business services, and manufacturing. Peterson Partners was formed in 1995 and is based in Salt Lake City, Utah.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 31 |
| Sector (Information Services) | 1 of 1 |
| Type (Secondary Buyout) | 9 of 11 |
| Country (Ireland) | 1 of 1 |
| Year (2017) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-20 |
HemaSource
Salt Lake City, Utah, United States HemaSource is a technology-enabled distributor of medical products to the plasma collection industry. HemaSource utilizes a proprietary cloud-based inventory management and business intelligence software solution to help its customers gain supply chain efficiencies and decrease their plasma collection costs. HemaSource was established in 1998 and is headquartered in Salt Lake City, Utah. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-10-18 |
[solidcore]
Washington, District of Columbia, United States Solidcore Holdings LLC is a boutique fitness studio concept that uses a resistance-based machine called the "Sweatlana" to give customers a proven and effective full-body workout. The [solidcore] workout is a high-intensity, low-impact 50-minute session that is done as slow as possible to lengthen and tone your body. With countless variations of moves stemming from planks, lunges and squats, the client's body and mind is challenged in each and every class. [solidcore] was established in 2013 and is based in Washington, District of Columbia. |
Buy | - |
