Investment Summary |
|
|---|---|
| Date | 2015-10-13 |
| Target | InvestCloud |
| Sector | Internet Software and Services |
| Investor(s) |
FTV Capital
Kern Whelan Capital |
| Deal Type | Growth Capital |
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| 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 | 72 of 116 |
| Sector (Internet Software and Services) | 10 of 21 |
| Type (Growth Capital) | 15 of 50 |
| State (California) | 17 of 27 |
| Country (United States) | 63 of 95 |
| Year (2015) | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-16 |
Sunlight Financial
New York, New York, United States Sunlight Financial provides long-term loans to finance the installation of residential rooftop solar systems. Sunlight offers its financing products to market-leading installers and large equipment distribution companies. The company partners with solar and battery installers, equipment distributors and sales organizations nationwide to help homeowners save money. Sunlight Financial was founded in 2014 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-05 |
MarketShare Partners
Los Angeles, California, United States MarketShare Partners LLC is a provider of cloud-based information services, enabling marketing and IT security professionals to promote and protect their businesses. |
Sell | $450M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| Size | Small |
| Type | Sector Agnostic |
Kern Whelan Capital is an independent investment firm focused on companies at all stages of development. Kern Whelan will consider funding new ventures as well as investing in established/profitable businesses. The Firm is a generalist investor, with no industry preferences and generally targets capital efficient businesses with strong management and the potential to generate operating profits of 15% or better. Kern Whelan Capital is based in San Francisco.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector (Internet Software and Services) | 3 of 3 |
| Type (Growth Capital) | 3 of 3 |
| State (California) | 4 of 4 |
| Country (United States) | 6 of 6 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-05-09 |
Arcadia Towers
Cincinnati, Ohio, United States Arcadia Towers is a developer and owner of communication tower sites and leases space on those sites to the wireless communications industry in the Ohio Valley area. Arcadia Towers was founded in 2005 and is based in Cincinnati, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-11-25 |
Shopatron
San Luis Obispo, California, United States Shopatron, Inc. is a provider of cloud-based, distributed order management solutions. |
Sell | - |
