M&A Deal Summary |
|
|---|---|
| Date | 2010-09-20 |
| Target | Energy Solutions International |
| Sector | Software |
| Buyer(s) |
GFI Energy Ventures
Oaktree Capital Management |
| Sellers(s) | Inverness Graham Investments |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| PE ASSETS | 1.8B USD |
| Size | Large |
| Type | Sector Focused |
GFI Energy Ventures is a specialist private investment firm focused on businesses surrounding the energy industry. GFI generally looks to acquire a controlling or significant interest in private companies or business units of public companies. Energy sub-sectors of interest include power quality/power conversion; energy measurement and control; transmission and distribution optimization; and information systems/transaction support. GFI seeks opportunities with at least $50 million in revenue and valued up to $500 million. The Firm will not invest in start-ups, turnarounds, unproven technology, or investments requiring less than $30 million of equity capital. GFI Energy Ventures was formed in 1995 and is based in Los Angeles, California. GFI Energy Ventures was acquired by Oaktree Capital Management in 2009.
| DEAL STATS | # |
|---|---|
| Overall | 23 of 32 |
| Sector: Software M&A | 3 of 3 |
| Type: Secondary Buyout M&A Deals | 1 of 3 |
| State: Texas M&A | 3 of 7 |
| Country: United States M&A | 21 of 30 |
| Year: 2010 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-01-01 |
Turbine Generator Maintenance
Cape Coral, Florida, United States Turbine Generator Maintenance, Inc. is a steam turbine generator maintenance company that offers maintenance, repair and overhaul solution for turbines (steam and gas), generators, boilers, or other critical industrial applications. Turbine Generator Maintenance was founded in 1986 and is based in Cape Coral, Florida. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-12-02 |
OpTerra Energy Services
Oakland, California, United States OpTerra Energy Services is an energy company that works with education, local government, commercial, industrial, and institutional organizations to implement efficiency and sustainable energy solutions that save money, enhance safety, improve assets, and protect the environment. OpTerra Energy Services was formed in 2010 and is based in Oakland, California. |
Buy | - |
| Category | Asset Manager |
|---|---|
| Founded | 1995 |
| PE ASSETS | 26.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Oaktree Capital Management LLP is a global alternative investment firm with a variety of investment strategies spanning corporate debt, convertible securities, distressed debt, control investing, real estate, and public investing. The Firm's control investing group is spread across several disciplines, including Global Principal, European Principal, Power, and Infrastructure. Oaktree was formed in 1995 and is based in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 45 of 129 |
| Sector: Software M&A | 3 of 4 |
| Type: Secondary Buyout M&A Deals | 7 of 24 |
| State: Texas M&A | 5 of 11 |
| Country: United States M&A | 35 of 83 |
| Year: 2010 M&A | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-08-04 |
Wright Line Holding
Cleveland, Ohio, United States Wright Line Holding, Inc. is a designer, manufacturer and marketer of technical office furniture and enclosure solutions for the office and data‐center markets. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-01-27 |
Deutsche Wohnen
Berlin, Germany Deutsche Wohnen is a residential property company with a business focus on managing and developing its residential property portfolio. Deutsche Wohnen was founded in 1924 and is based in Berlin, Germany. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $20 to $80 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 19 |
| Sector: Software M&A | 1 of 2 |
| Type: Secondary Buyout M&A Deals | 1 of 9 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 2 of 19 |
| Year: 2010 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2009-03-09 |
ExtruMed
Placentia, California, United States ExtruMed LLC is a provider of precision tubing solutions for minimally invasive, interventional and implantable therapies. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-01-01 |
AdvancedCath
San Jose, California, United States AdvancedCath, Inc. is a provider in the design, development and manufacturing of advanced catheter systems. AdvancedCath works with medical device OEMs to design and manufacture catheter and guidewire systems used in complex interventional and endosurgical procedures. |
Buy | - |
