M&A Deal Summary |
|
|---|---|
| Date | 2020-12-10 |
| Target | Northwest Plan Services |
| Sector | Business Services |
| Buyer(s) | Raymond James Financial |
| Sellers(s) |
WestView Capital Partners
Five Points Capital |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1962 |
| Sector | Financial Services |
| Employees | 14,800 |
| Revenue | 10.9B USD (2022) |
Raymond James Financial is a financial holding company, through its subsidiaries, is engaged in the underwriting, distribution, trading, and brokerage of equity and debt securities, as well as the sale of mutual funds and other investment products in the United States, Canada, and Europe. Raymond James Financial was founded in 1962 and is based in St. Petersburg, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 10 |
| Sector (Business Services) | 1 of 1 |
| Type (Add-on Acquisition) | 6 of 8 |
| State (Washington) | 1 of 1 |
| Country (United States) | 6 of 8 |
| Year (2020) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-20 |
Scout Investments
Kansas City, Missouri, United States Scout Investments and its Reams Asset Management division have a combined $27 billion under management and advisement. Reams is an institutional-focused fixed income specialist, while Scout is an equity asset manager. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-20 |
TriState Capital Bank
Pittsburgh, Pennsylvania, United States TriState Capital Bank is a commercial bank dedicated to providing customized banking solutions for middle-market businesses, professionals. TriState Capital Bank was founded in 2006 and is based in Pittsburgh, Pennsylvania. |
Buy | $1.1B |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 1.7B USD |
| Size | Large |
| Type | Sector Agnostic |
WestView Capital Partners is a private equity firm focused on investing in lower middle-market companies. WestView looks to commit between $15 and $60 million in a variety of recapitalization, growth financing, buyout and consolidation transactions. Prospective companies generally exhibit consistent growth and financial performance as well as sustainable competitive advantages and market position. Sectors of interest include business services, industrial and manufacturing, distribution and logistics, consumer products and retail, healthcare services, environmental services, and media/publishing. The Firm's geographic preference is North America. WestView Capital Partners was formed in 2004 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 34 |
| Sector (Business Services) | 5 of 5 |
| Type (Add-on Acquisition) | 13 of 15 |
| State (Washington) | 1 of 1 |
| Country (United States) | 27 of 34 |
| Year (2020) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-07-15 |
The Paper Store
Acton, Massachusetts, United States The Paper Store owns and operates a chain of specialty gift stores in New England. It offers gifts and more for every gift giving occasion, including greeting cards, jewelry, fashion apparel and accessories, children’s products, sports apparel, stationery and books among many other product categories. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-02-01 |
CloudWave
Marlborough, Massachusetts, United States CloudWave is a full-service cloud services provider, technical consultancy, and technology solutions integrator for MEDITECH. CloudWave’s cloud services offerings include OpSus|Live, fully-managed MEDITECH hosting services, and OpSus|Recover, disaster recovery services for MEDITECH and enterprise applications. CloudWave was founded in 1991 and is based in Chagrin Falls, Ohio. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Five Points Capital makes both direct private equity and junior capital investments in US-based middle-market companies. Five Points prefers control based investments and will consider opportunities in a variety of industries. For both equity and mezzanine investments, the Firm looks to commit $5 to $25 million of capital in businesses with at least $10 million in sales and $3 million of EBITDA. Five Points Capital was formerly known as BB&T Capital Partners and re-branded in 2015. The Firm was established in 1997 and is based in Winston-Salem, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 40 of 56 |
| Sector (Business Services) | 5 of 8 |
| Type (Add-on Acquisition) | 12 of 23 |
| State (Washington) | 1 of 1 |
| Country (United States) | 40 of 56 |
| Year (2020) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
ATRO Engineered Systems
St. Clair, Missouri, United States ATRO Engineered Systems is a designer, manufacturer, and distributor of polyurethane parts for heavy-duty trucks and equipment. ATRO Engineered Systems was founded in 1987 and is based in St. Clair, Missouri. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-11 |
EIS
Bethesda, Maryland, United States EIS provides powerful software and related solutions to public sector customers with applications primarily in large-scale data analytics for security and artificial intelligence. EIS provides outbound and inside sales, business development, contract management, and back-office functions to support government sales. EIS offers a complete line of software products, software maintenance, and services from SAS. EIS was founded in 1999 and is based in Bethesda, Maryland. |
Buy | - |
