Investment Summary

CNL Strategic Capital Management Invests In Madison Retirement

On July 18, 2024, asset manager CNL Strategic Capital Management invested in business services company Madison Retirement

Investment Highlights
  • This is CNL Strategic Capital Management’s 5th transaction in the Business Services sector.
  • This is CNL Strategic Capital Management’s 14th transaction in the United States.
  • This is CNL Strategic Capital Management’s 1st transaction in Wisconsin.

Investment Summary
Date 2024-07-18
Target Madison Retirement
Sector Business Services
Investor(s) CNL Strategic Capital Management
Deal Type Growth Capital

Target

Madison Retirement

Appleton, Wisconsin, United States
Madison Retirement provides customers with plan design and implementation, plan administration, compliance, fiduciary services, and customized support to approximately 3,700 plans and 200,000 participants. Madison Retirement was founded in 1993 and is based in Appleton, Wisconsin.

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Investor(S) 1

Investor

CNL Strategic Capital Management

Investor Investor

Category Asset Manager
Size Large
Type Sector Agnostic
DESCRIPTION

CNL Strategic Capital Management is an investment group that looks to acquire interests in private US-based companies with clear opportunities for growth where it can pass consistent, monthly cash flows to its investor partners. The Firm generally looks to partner with management when pursuing opportunities and targets companies with durable brands, high margins, and insulated products/services. CNL Strategic Capital Management is based in Orlando, Florida.

DEAL STATS #
Overall 14 of 14
Sector (Business Services) 5 of 5
Type (Growth Capital) 2 of 2
State (Wisconsin) 1 of 1
Country (United States) 14 of 14
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-24 Sill Public Adjusters

Cleveland, Ohio, United States

Sill is a specialty insurance consulting firm exclusively representing business and property owners in connection with their property insurance claims. The company focuses on providing expert claim preparation, management and resolution services across North America and the Caribbean. Through its wide range of services (including end-to-end property loss adjusting, forensic accounting, and business interruption analysis), the company seeks to deliver representation and support for claims stemming from fire, catastrophic, and other related events. Sill Public Adjusters is based in Cleveland, Ohio.

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