M&A Deal Summary |
|
|---|---|
| Date | 2020-01-22 |
| Target | Kroll |
| Sector | Financial Services |
| Buyer(s) |
Stone Point Capital
Further Global NB Private Equity Partners Permira |
| Sellers(s) | Permira |
| Deal Type | Secondary Buyout |
| Deal Value | 4.2B USD |
| Advisor(s) | Kirkland & Ellis (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 25.0B USD |
| Size | Mega |
| Type | Sector Focused |
Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $5 and $500 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 89 of 103 |
| Sector (Financial Services) | 30 of 32 |
| Type (Secondary Buyout) | 18 of 24 |
| State (New York) | 18 of 19 |
| Country (United States) | 77 of 90 |
| Year (2020) | 1 of 3 |
| Size (of disclosed) | 3 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-03 |
Privilege Underwriters
New York, New York, United States Privilege Underwriters, Inc. is a U.S. insurance group specialized in the U.S. High Net Worth (“HNW”) insurance market, through TMHD’s wholly-owned subsidiary, HCC Insurance Holdings, Inc. (“TMHCC”) (hereinafter: “the Acquisition”). |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-27 |
Safe-Guard
Atlanta, Georgia, United States Safe-Guard is a provider of branded vehicle protection products in the finance and insurance space to the automotive, RV, marine and motorcycle/Powersports industries. Safe-Guard Products develops, markets and administers programs on behalf of clients, backed by industry-leading sales and marketing, advanced technology solutions, and comprehensive customer service. Safe-Guard is a proud partner to Original Equipment Manufacturers (OEMs), top retailers, and independent agents across the United States and Canada. Safe-Guard was founded in 1992 and is based in Atlanta, Georgia. |
Buy | - |
Further Global Capital Management is a private equity firm firm focused on the financial services sector. The Firm looks to commit $75 to $200 million to support a variety of investment situations including growth capital needs, management led buyouts, ownership transitions, divestitures, sponsor sales, distress recapitalizations, and buy-and-builds. Further Global Capital Management was established in 2017 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 12 |
| Sector (Financial Services) | 2 of 2 |
| Type (Secondary Buyout) | 3 of 4 |
| State (New York) | 1 of 1 |
| Country (United States) | 6 of 8 |
| Year (2020) | 2 of 3 |
| Size (of disclosed) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
USClaims
Moorestown, New Jersey, United States USClaims is a pre-settlement financing firm offering financial services to personal injury victims of auto accidents, workplace and construction accidents, premises liability, and medical malpractice. USClaims was founded in 1996 and is based in Moorestown, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-01 |
AA Insurance
Dublin, Ireland AA Insurance is a roadside assistance provider and insurance intermediary. It provides roadside repair and Rescue, and Motor, Home, Travel & Life insurance. It also provides technical and audit services notably for the Road Safety Authority. AA Insurance was founded in 2016 and is based in Dublin, Ireland. |
Buy | - |
NB Private Equity Partners is a publicly traded asset manager focused on acquiring direct investments in privately held companies. The Firm principally targets businesses in the US and looks to invest alongside other private equity managers when considering opportunities. NB Private Equity Partners is headquartered in the UK, with an additional office in the US.
| DEAL STATS | # |
|---|---|
| Overall | 24 of 26 |
| Sector (Financial Services) | 2 of 2 |
| Type (Secondary Buyout) | 12 of 13 |
| State (New York) | 6 of 6 |
| Country (United States) | 14 of 15 |
| Year (2020) | 1 of 2 |
| Size (of disclosed) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-10 |
Fantini Group
Ortona, Italy Fantini Group markets and distributes wines from southern and central Italy. The company acquires grapes from local farmers, oversees production and markets wines under specialty labels to customers internationally. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-28 |
Waterlogic
Berkshire, United Kingdom Waterlogic is a designer, manufacturer, distributor and operator of mains attached point-of-use ("POU") drinking water purification and dispensing systems designed for environments such as offices, factories, hospitals, hotels, schools, restaurants, and other workplaces. Waterlogic was established in 1992 and is based in Berkshire, United Kingdom. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1985 |
| PE ASSETS | 75.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Permira is a mega-sized private equity firm that targets large company investments around the world. Permira invests to support acquisitions, leveraged buyouts, take-privates, turnarounds, and growth buyouts. Areas of interest include healthcare, financial services, chemicals, consumer products and services, industrial products and services, technology, media, and telecom. Permira will consider opportunities in Europe, Asia, and North America. Permira was formed in 1985 and has offices in Menlo Park, Frankfurt, Luxembourg, London, Hong Kong, Madrid, Milan, Paris, Stockholm, Tokyo, Guernsey and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 133 of 157 |
| Sector (Financial Services) | 6 of 6 |
| Type (Secondary Buyout) | 33 of 42 |
| State (New York) | 6 of 8 |
| Country (United States) | 33 of 42 |
| Year (2020) | 2 of 9 |
| Size (of disclosed) | 9 of 60 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-08 |
Lytx
San Diego, California, United States Lytx is a provider of all-in-one video telematics, analytics, safety, and productivity solutions for commercial, public sector, and field services fleets. Lytx customizable services and programs span driver safety, risk detection, fleet tracking, compliance, and fuel management. Lytx was founded in 1998 and is based in San Diego, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-12 |
Golden Goose
Milan, Italy Golden Goose is a designer of contemporary luxury casual wear and accessories, mostly known globally for its Golden Goose sneakers brand. Golden Goose Deluxe Brand develops total look collections for both men and women and caters to the needs of quality-conscious sophisticated customers in search of a lifestyle brand that offers distinctiveness and differentiation from the mainstream global luxury brands. Golden Goose was founded in 2000 and is based in Milan, Italy. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1985 |
| PE ASSETS | 75.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Permira is a mega-sized private equity firm that targets large company investments around the world. Permira invests to support acquisitions, leveraged buyouts, take-privates, turnarounds, and growth buyouts. Areas of interest include healthcare, financial services, chemicals, consumer products and services, industrial products and services, technology, media, and telecom. Permira will consider opportunities in Europe, Asia, and North America. Permira was formed in 1985 and has offices in Menlo Park, Frankfurt, Luxembourg, London, Hong Kong, Madrid, Milan, Paris, Stockholm, Tokyo, Guernsey and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 73 of 89 |
| Sector (Financial Services) | 3 of 3 |
| Type (Secondary Buyout) | 20 of 28 |
| State (New York) | 3 of 4 |
| Country (United States) | 13 of 19 |
| Year (2020) | 1 of 3 |
| Size (of disclosed) | 3 of 37 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-08 |
Lytx
San Diego, California, United States Lytx is a provider of all-in-one video telematics, analytics, safety, and productivity solutions for commercial, public sector, and field services fleets. Lytx customizable services and programs span driver safety, risk detection, fleet tracking, compliance, and fuel management. Lytx was founded in 1998 and is based in San Diego, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-12 |
Golden Goose
Milan, Italy Golden Goose is a designer of contemporary luxury casual wear and accessories, mostly known globally for its Golden Goose sneakers brand. Golden Goose Deluxe Brand develops total look collections for both men and women and caters to the needs of quality-conscious sophisticated customers in search of a lifestyle brand that offers distinctiveness and differentiation from the mainstream global luxury brands. Golden Goose was founded in 2000 and is based in Milan, Italy. |
Buy | - |
