Investment Summary |
|
|---|---|
| Date | 1999-12-16 |
| Target | Edelman Financial Engines |
| Sector | Financial Services |
| Investor(s) |
Oak Hill Capital
FTV Capital |
| Deal Type | Venture |
| Deal Value | 85M USD |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| PE ASSETS | 9.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Oak Hill Capital Partners was originally formed as the private equity investment vehicle for Robert Bass and in 1999, opened up to outside investors and raised its first private equity fund. Oak Hill looks to invest in middle-market companies and focuses its efforts within six industry groups. The six groups include basic industries; business and financial services; consumer, retail, and distribution; healthcare; media and telecom; and technology. Oak Hill targets businesses with defensible business models, strong market positions, and 'best-in-class' management. Oak Hill Capital was formed in 1986 and has offices in Stamford, Connecticut; Menlo Park, California; and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 73 |
| Sector (Financial Services) | 1 of 4 |
| Type (Venture) | 1 of 4 |
| State (California) | 1 of 7 |
| Country (United States) | 6 of 66 |
| Year (1999) | 6 of 6 |
| Size (of disclosed) | 20 of 21 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 1999-11-01 |
WideOpenWest
Englewood, Colorado, United States WideOpenWest is a provider of high-speed Internet, cable TV, and phone serving communities in the U.S. WOW's operating philosophy is to deliver an employee and customer experience that lives up to its name. WideOpenWest was founded in 2001 and is based in Englewood, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-04-20 |
GATX Logistics
United States GATX Logistics, Inc. is a provider of third-party logistics services for its customers, including contract warehousing, value-added assembly, freight management, and contract transportation services. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 6.2B USD |
| Size | Large |
| Type | Sector Agnostic |
FTV Management Company, L.P. (FTV Capital) is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 117 |
| Sector (Financial Services) | 2 of 21 |
| Type (Venture) | 2 of 30 |
| State (California) | 3 of 27 |
| Country (United States) | 6 of 96 |
| Year (1999) | 5 of 5 |
| Size (of disclosed) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 1999-09-24 |
ValiCert
Mountain View, California, United States ValiCert, Inc. was a leading provider of secure communications and authentication software for file transfer, financial messaging, and business process integration over the Internet. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-01-01 |
Corillian Corp
Hillsboro, Oregon, United States Develops solutions for financial institutions to offer customers online banking, electronic bill presentment and payment, and small business banking applications via the Internet. |
Sell | - |
