Investment Summary |
|
|---|---|
| Date | 2020-10-01 |
| Target | IMA Financial |
| Sector | Insurance |
| Investor(s) |
The Stephens Group
New Mountain Capital |
| Deal Type | Stake Purchase |
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| Category | Family Office |
|---|---|
| Founded | 1933 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Agnostic |
The Stephens Group is a private investment firm focused on long-term investments in mid-sized companies. The Firm looks to partner with management teams when pursuing acquisitions. Sectors of interest include energy, energy services, business services, industrials, consumer products, consumer services, financial services, healthcare, technology, media, and communications. The Stephens Group was originally established in 1933 and is headquartered in Little Rock, Arkansas.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 51 |
| Sector (Insurance) | 1 of 1 |
| Type (Stake Purchase) | 1 of 1 |
| State (Colorado) | 1 of 1 |
| Country (United States) | 45 of 48 |
| Year (2020) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-25 |
Kele
Bartlett, Tennessee, United States Kele is a distributor of commercial HVAC and building automation interface products. Kele provides peripheral control products and services to the building automation systems industry. Kele's product offering includes over 15,000 interface products, including transmitters, sensors, switches, gauges and relays from over 200 manufacturers. Kele was founded in 1983 and is based in Bartlett, Tennessee. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-19 |
DISCO
Austin, Texas, United States Disco is a provider of software as a service solutions developed by lawyers for lawyers, DISCO is reinventing legal technology to automate and simplify complex and error prone tasks that distract from practicing law. Disco was founded in 2012 and is based in Austin, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 35.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
New Mountain Capital is a private investment firm focused on investment in public and private companies in a variety of industries. New Mountain generally invests $100 to $500 million per transaction and looks for businesses with strong market positions and high barriers to entry. New Mountain also prefers businesses that succeed in both good and bad economies. Sectors of interest include education, healthcare, business services, federal IT services, media, software, consumer products, logistics, financial services and technologies, and energy. New Mountain Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 66 of 91 |
| Sector (Insurance) | 6 of 6 |
| Type (Stake Purchase) | 7 of 7 |
| State (Colorado) | 1 of 1 |
| Country (United States) | 62 of 87 |
| Year (2020) | 5 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
Lincoln Investment
Wyncote, Pennsylvania, United States Lincoln Investment Planning is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-25 |
Vytalogy Wellness
Chatsworth, California, United States Vytalogy Wellness and its family of brands, Natrol and Jarrow Formulas, is a wellness company that fuses science and quality ingredients to create highly-efficacious products that make a transformative impact on consumers’ lives. |
Buy | - |
