M&A Deal Summary |
|
|---|---|
| Date | 2015-08-05 |
| Target | Tysers |
| Sector | Insurance |
| Buyer(s) | Odyssey Investment Partners |
| Sellers(s) |
Black Diamond Capital Partners
Cave Creek Capital Management Century Equity Partners Beekman Group Weston Presidio aPriori Capital Partners |
| Deal Type | Secondary Buyout |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 8.2B USD |
| Size | Mega |
| Type | Sector Agnostic |
Odyssey Investments is a private equity firm that seeks control/majority investments in middle-market companies. Odyssey looks to back existing management and make investments in the form of leveraged acquisitions, growth financings and recapitalizations. Sectors of interest include industrial manufacturing, business and financial services, aerospace products and services, and 'route-based services'. Odyssey Investment Partners is based in New York City with an additional office in Woodland Hills, California.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 52 |
| Sector (Insurance) | 3 of 4 |
| Type (Secondary Buyout) | 13 of 23 |
| Country (United Kingdom) | 1 of 1 |
| Year (2015) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-11-13 |
Evergreen Tank Solutions
Houston, Texas, United States Evergreen Tank Solutions, Inc. is a market leader in the temporary liquid and solid storage containment rental business. The Company rents tanks, boxes, tank trailers, spill containment and other related equipment to customers who use these products as temporary storage for everything from water to sensitive and hazardous waste. |
Sell | $405M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-07 |
4Wall Entertainment
Las Vegas, Nevada, United States 4Wall Entertainment is a provider of entertainment lighting and equipment to event venues, production companies, lighting designers and other users across a variety of end markets including conventions, trade shows, concerts, media productions and churches. 4Wall provides high quality entertainment lighting and equipment for rent and sale, and also offers custom lighting design and installation services. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 72M USD |
| Size | Small |
| Type | Sector Focused |
Black Diamond Capital Partners is a specialist private equity firm focused on the insurance sector. Black Diamond seeks insurance companies headquartered in the US and Bermuda with strong franchises, quality management, and low 'susceptibility to unusual charges'. The Firm will act as the lead investor or is willing to partner with other investors. Black Diamond was formed in 2005 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 5 |
| Sector (Insurance) | 2 of 4 |
| Type (Secondary Buyout) | 2 of 4 |
| Country (United Kingdom) | 1 of 1 |
| Year (2015) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-05 |
Amerilife Group
Clearwater, Florida, United States Amerilife Group engages in developing, marketing and distributing life and health insurance, annuities and retirement planning solutions to enhance the lives of pre-retirees and retirees. Amerilife Group was founded in 1971 and is based in Clearwater, Florida. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-05-15 |
Werner
Itasca, Illinois, United States WernerCo is a fully-integrated, international manufacturer and distributor of access products, fall protection equipment, secure storage systems and light duty construction equipment. Its portfolio of industry leading brands include Werner, KNAACK®, WEATHER GUARD®, Youngman®, BoSS®, Centaure, Duarib, Haemmerlin and Bailey. WernerCo is based in Itasca, Illinois. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| Size | Small |
| Type | Sector Agnostic |
Cave Creek Capital LLC is a growth investor with the flexibility of a family office, the talent of a major firm, and a much wider range of capital solutions than traditional Private Equity funds. Cave Creek looks to commit equity and mezzanine Investments of $5M to $25M and Companies with $20M to $150M of Revenues. Areas of interest include Business Services, Consumer Products & Services, Specialty Retail & Distribution, Healthcare Services, and Specialty Manufacturing. Cave Creek Capital Management was formed in 2004 and is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 13 |
| Sector (Insurance) | 2 of 2 |
| Type (Secondary Buyout) | 3 of 3 |
| Country (United Kingdom) | 2 of 2 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-09-04 |
QK
Holbrook, Arizona, United States QK operates 79 Denny's restaurants in six states (Arizona, New Mexico, Texas, Colorado, Utah and Oregon) and is the largest franchisee of Denny's restaurants in the world. In November of 2000, QK diversified and purchased its first Del Taco restaurant in Albuquerque, New Mexico. Today, they operate six Del Taco restaurants in New Mexico. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-10 |
Transnational Foods
Miami, Florida, United States Transnational Foods is an international distributor of quality shelf-stable food products, including canned seafood, pickles, olives, juices, and grains to retailers throughout the U.S. Transnational Foods was founded in 2002 and is based in Miami, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 885M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Century Equity Partners is an asset management firm invests in lower middle-market companies located in the US. Century Equity Partners focuses on companies with rapidly growing, profitable businesses led by strong management teams with an enterprise value between $15 and $300 million and equity capital ranging from $5 to $30 million and in conjunction with its limited partners and select co-investors can commit up to $100 million to a single transaction. The Firm targets companies operating in the fields of financial services, insurance, and healthcare services. Types of transactions include buyouts and growth capital. It seeks minority interest and also considers co-invests. Century Equity Partners was formed in 1987 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 23 |
| Sector (Insurance) | 9 of 12 |
| Type (Secondary Buyout) | 4 of 5 |
| Country (United Kingdom) | 2 of 2 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-01 |
McBee Associates
Wayne, Pennsylvania, United States McBee Associates, Inc. is the nation’s premier health care services and consulting firm that delivers financial, operational and clinical consulting services exclusively to healthcare providers across the continuum of care. For more than 45 years, McBee has designed services to ensure the success of clients by improving clinical, operational, and revenue cycle performance. McBee offers solutions that address the unique financial and operational needs of hospitals, home health, long-term care, and other organizations |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-08 |
Social Security Advocates for the Disabled
Norwell, Massachusetts, United States Social Security Advocates for the Disabled LLC is a provider of Social Security disability insurance ("SSDI") advocacy services to individual clients on behalf of long-term disability insurance carriers. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
The Beekman Group, LLC is a private equity firm that invests in small to mid-sized healthcare, consumer, business, and financial services companies. TBG focuses on companies with revenues between $10 to $300 million. Beekman looks to invest $20 to $150 million per transaction. Specific areas of interest include hospital services, dental services, home care, outsourcing services, restaurants, specialty retail, consumer packaged goods, food and food services, infrastructure, education and training, logistics and distribution, insurance, specialty finance, community banking, and asset management. Target transaction types include MBOs, recapitalizations, consolidations, growth capital financings, corporate spin-offs, and special situations. The Beekman Group was formed in 2004 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 8 |
| Sector (Insurance) | 2 of 2 |
| Type (Secondary Buyout) | 2 of 4 |
| Country (United Kingdom) | 1 of 1 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-21 |
Direct Connect Holdings
Chantilly, Virginia, United States Direct Connect Holdings LLC provides customized electronic payment processing, equipment, merchant services, and support to businesses across the United States and Canada. Direct Connect Holdings was established in 1994 and is based in Chantilly, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-01 |
OneWater
Buford, Georgia, United States OneWater is a collection of recreational boat dealerships in the U.S. with locations across Alabama, Florida, Georgia, Kentucky, Maryland, South Carolina, and Texas. The dealerships offer new and pre-owned boats for sale, in addition to the sale of parts and accessories and other boat services. OneWater was formed in 2014 and is based in Buford, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Weston Presidio is a private investment firm focused on providing growth capital to later stage companies. The Firm looks to commit $10 to $50 million per investment to support growth initiatives, recapitalizations, and management-led buyouts. Sectors of interest include consumer products/services, business services, manufacturing and industrial, media/publishing, healthcare and technology. The Firm prefers to act as the lead investor, but will consider investing in select non-control minority positions. Weston Presidio was formed in 1991 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 45 of 52 |
| Sector (Insurance) | 1 of 1 |
| Type (Secondary Buyout) | 11 of 16 |
| Country (United Kingdom) | 1 of 1 |
| Year (2015) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-04 |
Jimmy John’s Sandwiches
Champaign, Illinois, United States Jimmy John's Franchise LLC is a fast-casual submarine sandwich chain with nearly 2,000 restaurants located across the United States. Jimmy John's makes fresh, fast, and tasty sandwiches using freshly baked homemade bread, freshly sliced quality meats, and locally purchased, freshly sliced veggies. Jimmy John Liautaud is the Founder and Chairman of Jimmy John's Sandwiches. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-08 |
Jimmy John’s Sandwiches
Champaign, Illinois, United States Jimmy John's Franchise LLC is a fast-casual submarine sandwich chain with nearly 2,000 restaurants located across the United States. Jimmy John's makes fresh, fast, and tasty sandwiches using freshly baked homemade bread, freshly sliced quality meats, and locally purchased, freshly sliced veggies. Jimmy John Liautaud is the Founder and Chairman of Jimmy John's Sandwiches. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1985 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
aPriori Capital Partners (formerly DLJ Merchant Banking Partners) is a middle-market private equity firm focused on middle-market buyouts in the US and Europe. Sectors of interest include healthcare, retail, consumer, energy, business services, and industrial. aPriori was originally established in 1985 and has offices in New York and Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 46 of 51 |
| Sector (Insurance) | 3 of 3 |
| Type (Secondary Buyout) | 12 of 13 |
| Country (United Kingdom) | 4 of 5 |
| Year (2015) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-21 |
Driven Brands
Charlotte, North Carolina, United States Driven Brands is a parent company of automotive aftermarket brands across four distinct verticals: Repair & Maintenance, housing Meineke Car Care Centers; Paint & Collision, housing Maaco, CARSTAR, and ABRA; Distribution, housing 1-800-Radiator & A/C and Spire Supply; and Quick Lube, housing Take 5 Oil Change. Driven Brands has over 2,800 centers across North America, and combined; all businesses generate more than $2.8 billion in system sales and service approximately 8 million vehicles annually. Driven Brands was incorporated in 1972 and is based in Charlotte, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-10-14 |
Visant
Armonk, New York, United States Visant Corporation is a provider of marketing and publishing services in the school affinity products, sampling, packaging, direct marketing and educational and trade publishing segments. |
Sell | $1.5B |
