M&A Deal Summary |
|
|---|---|
| Date | 2018-11-19 |
| Target | Ultimus Fund Solutions |
| Sector | Financial Services |
| Buyer(s) | GTCR |
| Sellers(s) | LLR Partners |
| Deal Type | Secondary Buyout |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1980 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 108 of 141 |
| Sector (Financial Services) | 8 of 11 |
| Type (Secondary Buyout) | 22 of 33 |
| State (Ohio) | 5 of 6 |
| Country (United States) | 104 of 136 |
| Year (2018) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-01 |
Correctional Healthcare Companies
Greenwood Village, Colorado, United States CHC is an inmate healthcare management and community corrections services company, providing healthcare services to inmates and offenders in public and privately-managed county jails and state prisons across the United States. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-21 |
AssuredPartners
Lake Mary, Florida, United States AssuredPartners is a full-service insurance broker, offering property and casualty and employee benefits insurance products and services to middle-market businesses, public institutions, and high-net-worth individuals. AssuredPartners was founded in 2011 and is based in Lake Mary, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
LLR is a private equity firm that makes growth capital, buyout, and recapitalization investments in mid-sized growth companies with sustainable competitive advantages. LLR looks to invest $30 to $150 million per transaction and will consider both control and minority situations. Target companies generally have at least $10 million in annual sales and are valued up to $250 million. Broad industry sectors of interest include general business services, financial services, healthcare services, education, manufacturing, consumer/retail and information technology/software. LLR will consider investments throughout the US with an emphasis on opportunities located in the Eastern and Mid-Atlantic regions of the US. LLR Partners was formed in 1999 and is based in Philadelphia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 47 of 74 |
| Sector (Financial Services) | 6 of 7 |
| Type (Secondary Buyout) | 9 of 13 |
| State (Ohio) | 1 of 1 |
| Country (United States) | 46 of 73 |
| Year (2018) | 4 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-13 |
Numotion
Hazelwood, Missouri, United States Numotion is a provider of complex rehabilitation products, including custom power and manual wheelchairs for disabled adults and children. Numotion was founded in 2001 and is based in Hazelwood, Missouri. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-12-03 |
Celero
Brentwood, Tennessee, United States Celero is a full-service, integrated electronic commerce solutions provider powered by edge technology, strategic partnerships, and business intelligence. Celero offers payment processing services, business management software, and data intelligence to small and medium-sized businesses, empowering them to drive growth and profitability. Celero is based in Brentwood, Tennessee. |
Buy | - |
