M&A Deal Summary |
|
|---|---|
| Date | 2008-05-16 |
| Target | Bollinger |
| Sector | Insurance |
| Buyer(s) |
Evercore Capital Partners
Apogem Capital AEA Investors |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Deal Value | 250M USD |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1996 |
| Size | Large |
| Type | Sector Agnostic |
Evercore Capital Partners (ECP) is the private equity arm of investment bank Evercore Partners. ECP is part of Evercore's Investment Management division which also consists of Evercore Ventures, Evercore Asset Management, and Protego Asesores, a Mexico focused private equity fund launched jointly with Discovery Capital Partners. ECP seeks investments in middle-market businesses valued greater than $50 million. ECP looks for value situations with post-investment upside, and will consider opportunities in a variety of industries. Evercore was founded in 1996 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 10 |
| Sector: Insurance M&A | 2 of 2 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 5 of 5 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 9 of 10 |
| Year: 2008 M&A | 1 of 1 |
| Size (of disclosed) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-10-10 |
Michigan Electric Transmission Co.
Novi, Michigan, United States Michigan Electric Transmission Company, LLC, through its subsidiaries, operates as an independent electric transmission company in the United States. It operates high-voltage systems that transmit electricity from generating stations to local electricity distribution facilities in Michigan and surrounding areas. The company serves local distribution facilities connected to an area comprising 60 counties in Michigan and serves approximately 6 million end-use consumers. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-05-29 |
Sedgwick
Memphis, Tennessee, United States Sedgwick is a global provider of technology-enabled risk, benefits and integrated business solutions. The Company provides technology-enabled claims management solutions for workers’ compensation, disability, liability, and property claims. Sedgwick was founded in 1969 and is based in Memphis, Tennessee. |
Sell | $1.1B |
| Category | Asset Manager |
|---|---|
| Founded | 2001 |
| PE ASSETS | 39.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 70 |
| Sector: Insurance M&A | 1 of 2 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 6 of 22 |
| State: New Jersey M&A | 4 of 7 |
| Country: United States M&A | 15 of 70 |
| Year: 2008 M&A | 4 of 7 |
| Size (of disclosed) | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-04-10 |
Astrodyne TDI
Hackettstown, New Jersey, United States Astrodyne TDI is a designer, manufacturer, and distributor of AC/DC power supplies, DC/DC converters, and external and wall-mount power adapters through catalog, direct sales, and internet. Astrodyne TDI was founded in 1994 and is based in Hackettstown, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-06-01 |
Fatz Cafe
Taylors, South Carolina, United States Cafe Enterprises operates 43 company-owned full-service casual dining restaurants in North Carolina, South Carolina, Tennessee, Georgia and Virginia. Fatz Cafe is renowned for creating exceptional value for its guests with great food, friendly and efficient service, and a welcoming atmosphere, “Where Everyone’s a Regular”. Cafe Enterprises was founded in 1988 and is based in Taylors, South Carolina. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 19.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
AEA Investors is a private investment firm focused on investing in and acquiring businesses headquartered primarily in the US, Europe, and China. AEA looks for companies operating in stable to growing industries with a proven ability to generate positive cash-flow. Broad sectors of interest include value-added industrial products/services, specialty chemicals, consumer products, and services. In addition to its primary middle-market private equity fund, AEA maintains additional funds targeted towards mezzanine financing, senior secured debt, and small business buyouts. AEA Investors was formed in 1968 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 121 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 15 of 37 |
| State: New Jersey M&A | 2 of 7 |
| Country: United States M&A | 25 of 106 |
| Year: 2008 M&A | 3 of 6 |
| Size (of disclosed) | 5 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-04-01 |
In The Swim
West Chicago, Illinois, United States In The Swim is a multi-channel direct marketer of swimming pool supplies and equipment to the residential and commercial swimming pool markets in the United States. Products include chemicals, covers and liners, equipment, parts, and accessories, which are sold through a catalog, internet, telesales, retail, and wholesale channels. In The Swim was founded in 1982 and is based in West Chicago, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-05-19 |
Implus
Durham, North Carolina, United States Implus designs, markets and distributes insoles, foot care devices, traction devices, socks, shoe care products and shoe laces under four primary brand names (Sof Sole, AirPlus, Sof Comfort, Yaktrax and Sneakerballs) and several private-label brands. Implus was founded in 1988 and is based in Durham, North Carolina. |
Buy | - |