Investment Summary |
|
|---|---|
| Date | 2013-08-05 |
| Target | Freeosk |
| Sector | Marketing |
| Investor(s) |
First Analysis
Beringea |
| Deal Type | Venture |
SEARCH BY
| Category | Venture Capital Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 800M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
First Analysis is a financial advisory and investment firm. First Analysis' private equity arm targets investments in growth companies at all stages of development. The Group looks for opportunities based primarily in the US and can commit up to $10 million of equity per transaction. Sectors of particular interest include outsourced services, (business/government services, education, environmental services, healthcare services, marketing services); information technology, (business integration, call centers, healthcare IT, network security, open source, sensor systems, transaction processing); and chemistry enabled businesses (advanced materials, chemicals, healthcare products, polymers, purification). First Analysis was formed in 1981 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 60 |
| Sector: Marketing M&A | 1 of 1 |
| Type: Venture M&A Deals | 17 of 30 |
| State: Illinois M&A | 4 of 7 |
| Country: United States M&A | 33 of 57 |
| Year: 2013 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-01-16 |
ExpertPlan
East Windsor, New Jersey, United States ExpertPlan provides private-label retirement solutions to the financial services industry. The company's Web-based 401(k) platform enables ExpertPlan's clients in the financial services industry to service small companies in a more cost-effective and user-friendly manner and provide a broader array of product choices. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-09 |
Movero
Maineville, Ohio, United States Movero Technology is the first full-service enterprise wireless management company providing an innovative product suite for the acquisition, deployment, and ongoing management of corporate and government cellular devices and access. Through mFrame, its service delivery management product suite, Movero improves customer productivity while lowering the costs of access to information and people at the edge of the organization. Movero's unique integration with all major U.S. cellular operator systems, combined with cell phone and mobile application expertise, provides a one-stop-shop solution for companies managing rapid growth in the adoption of mobile technology. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 715M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Beringea LLP is a private equity firm focused on growth-oriented company investments in the Midwest US and the UK. Beringea looks to invest $2 to $10 million of equity or junior capital in profitable companies with 5 million and higher in revenue. Funds are used to support business expansions and growth, ownership transitions, leveraged buyouts, recapitalization, and refinancings. The Firm does not have any sector preferences and generally seeks businesses with proven business models and defensible market positions. Beringea was formed in 1988 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 43 of 103 |
| Sector: Marketing M&A | 3 of 7 |
| Type: Venture M&A Deals | 15 of 56 |
| State: Illinois M&A | 3 of 7 |
| Country: United States M&A | 19 of 39 |
| Year: 2013 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-07-16 |
Pioneer Surgical Technology
Marquette, Michigan, United States Pioneer Surgical Technology is a manufacturer and marketer of spinal and orthopedic implants and instruments for customers internationally. Pioneer Surgical Technology was founded in 1992 and is based in Marquette, Michigan. |
Sell | $130M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-08-26 |
Relume Technologies
Oxford, Michigan, United States Relume Technologies, Inc. is a manufacturers outdoor LED products and smart grid control systems for outdoor lighting applications. |
Sell | $15M |
