Investment Summary |
|
|---|---|
| Date | 2021-04-29 |
| Target | Education Advanced |
| Sector | Internet Software and Services |
| Investor(s) |
Serent Capital
LoneTree Capital |
| Deal Type | Growth Capital |
| Advisor(s) | Leonis Partners (Financial) |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 1.6B USD |
| Size | Large |
| Type | Sector Agnostic |
Serent Capital is a private equity firm focused on investing in profitable, growing businesses featuring scalable business models and operating in sectors undergoing significant change. Serent looks for companies with $5 to $100 million in growing annual sales where it can commit $20 to $200 million of capital. Target transaction situations include buyouts, recapitalizations, and growth financings. Serent Capital was formed in 2008 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 53 of 67 |
| Sector (Internet Software and Services) | 10 of 13 |
| Type (Growth Capital) | 44 of 57 |
| State (Texas) | 12 of 13 |
| Country (United States) | 49 of 63 |
| Year (2021) | 6 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-24 |
BQE
Torrance, California, United States BQE develops innovative business management solutions for professional services firms. Its flagship product, BQE Core, is a native cloud-based solution that centralizes and streamlines the way firms enter and use data for time tracking, billing, project management, and accounting. BQE Core gives them the speed and insight necessary to rapidly make informed decisions, increase productivity, and grow profits. BQE was founded in 1995 and is based in Torrance, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-24 |
Zollege
Austin, Texas, United States Zollege provides career-focused, skills-based training to enable students to access higher-quality jobs and achieve freedom through education. The company’s high-quality, hybrid e-learning and in-person training provides transformational education that leads to employment and continuing education opportunities in career fields, including Dental and Medical Assisting. Zollege was founded in 2010 and is based in Austin, Texas. |
Buy | - |
LoneTree is a growth-focused private capital firm that provides operational and M&A support alongside flexible capital to accelerate revenue growth. The Firm looks to commit $10 to $50 million in business generating $5 to $30 million in revenue. LoneTree Capital's areas of interest include software, digital infrastructure, healthcare IT services, business, and consumer services, and financial technology/specialty finance. LoneTree Capital was founded in 2021 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 6 |
| Sector (Internet Software and Services) | 1 of 1 |
| Type (Growth Capital) | 1 of 4 |
| State (Texas) | 1 of 1 |
| Country (United States) | 3 of 6 |
| Year (2021) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-06-15 |
DocuPhase
Clearwater, Florida, United States DocuPhase is a SaaS business that provides market-leading enterprise automation platform solutions that improve the efficiency of enterprise operations. DocuPhase was founded in 2000 and is based in Clearwater, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-15 |
Safety Plus
Mobile, Alabama, United States Safety Plus is a provider of safety management, contractor management, and compliance software and services. Safety Plus specializes in streamlining safety operations for clients throughout the United States. Safety Plus was founded in 1991 and is based in Mobile, Alabama. |
Buy | - |
