Investment Summary |
|
|---|---|
| Date | 2001-12-20 |
| Target | NetSpend Holdings |
| Sector | Financial Services |
| Investor(s) |
IA Capital Group
TGF Management JLL Partners |
| Deal Type | Stake Purchase |
SEARCH BY
| Category | Venture Capital Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 500M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Inter-Atlantic Group is a specialist private investment firm focused on opportunities within the financial and business services sectors. Specific sectors of interest include financial technology, banking, insurance, asset management and service providers to the financial services industry. The Firm primarily looks for opportunities based in the US. Inter-Atlantic was formed in 1992 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 23 |
| Sector: Financial Services M&A | 2 of 5 |
| Type: Stake Purchase M&A Deals | 1 of 3 |
| State: Texas M&A | 1 of 2 |
| Country: United States M&A | 3 of 21 |
| Year: 2001 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2001-12-05 |
Plymouth Financial Company
Whippany, New Jersey, United States Plymouth Park Tax Services LLC, doing business as XSPAND and headquartered in Morristown, New Jersey, is one of the largest firms exclusively focused on purchasing, servicing, and securitizing municipal tax liens. The Company is a leader in providing public and private sector revenue solutions for non-performing assets. |
Buy | $3M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-11-05 |
SafeRent
Denver, Colorado, United States SafeRent, Inc., is a provider of risk management services to large, institutional multi-family property owners and managers in the U.S. The company utilizes a proprietary statistical credit-scoring model which allows property managers to screen prospective apartment renters via the company's website, providing an instant rental recommendation. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
TGF Management is a private equity firm focused on management buyouts and recapitalizations of profitable, middle-market companies generating sales of $50 to $250 million and EBITDA of $5 of $25 million. Areas of interest include manufacturing, distribution, construction, industrial service, outsourced business services, food, and consumer products. TGF's target investment size is $25 to $100 million and the Firm's geographic focus is on opportunities in the Southwest US. TGF will not invest in oil/gas exploration and production companies, real estate, and businesses with 'significant technology risk'. TGF Management was formed in 1992 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 22 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Stake Purchase M&A Deals | 5 of 5 |
| State: Texas M&A | 7 of 13 |
| Country: United States M&A | 14 of 22 |
| Year: 2001 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2001-02-01 |
DISA
Houston, Texas, United States DISA specializes in providing a comprehensive suite of employee testing, screening, and compliance management solutions to a diverse set of end markets. DISA was founded in 1986 and is based in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-04-01 |
Associated Materials
Cuyahoga Falls, Ohio, United States Associated Materials is a manufacturer of exterior residential building products, which are distributed through company-owned distribution centers and independent distributors across North America. Associated Materials was founded in 1947 and is based in Cuyahoga Falls, Ohio. |
Buy | $436M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 5.8B USD |
| Size | Mega |
| Type | Sector Agnostic |
JLL Partners, Inc. is a private equity investment firm that invests alongside management in middle-market companies. JLL prefers control investments in sectors such as healthcare services, medical products, food and consumer products, chemicals, broadcasting, transportation, automotive, industrial manufacturing, and distribution. In addition to traditional buyout transaction, JLL also seeks distressed/turnaround situations. JLL Partners was formed in 1988 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 41 |
| Sector: Financial Services M&A | 1 of 5 |
| Type: Stake Purchase M&A Deals | 1 of 3 |
| State: Texas M&A | 1 of 8 |
| Country: United States M&A | 4 of 39 |
| Year: 2001 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2000-07-12 |
PCS Health Systems
Scottsdale, Arizona, United States PCS Health Systems, Inc. is a pharmacy benefit manager, providing drug and health management solutions for health plans and patients. As America's premier pharmaceutical care system, PCS works to encourage proper drug use and helps to lower the cost of drugs for its clients. PCS manages and monitors approximately 300 million individual prescriptions each year representing $10 billion in drug expenditures. |
Buy | $1.0B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2003-07-08 |
Mosaic Sales Solutions
Irving, Texas, United States Mosaic Sales Solutions Corp. is the North American leader in providing outsourced sales and marketing solutions at the point-of-purchase for global branded consumer products and services companies such as Disney, Epson, Microsoft, American Express, Procter & Gamble, MBNA and LaBatt, as well as for “big box” retailers such as Best Buy, Wal-Mart and K-Mart. Mosaic leverages its nationwide network of 10,000 sales and marketing personnel in the field to create sales solutions that are more efficient than what most companies could achieve in-house. These representatives provide three general types of sales and marketing services to Mosaic’s consumer products and retail customers: merchandising (62% of revenues), selling (30% of revenues) and event marketing (8% of revenues). |
Buy | CA$105M |
