Investment Summary |
|
|---|---|
| Date | 2006-06-23 |
| Target | US Electrical Services |
| Sector | Distribution |
| Investor(s) |
Kelso
DFO Management |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1971 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Kelso & Company is a private equity and investment management firm that seeks control investments in middle-market companies operating primarily throughout the US. Sectors of interest include manufacturing, communications, media, distribution, service, consumer products, retail, healthcare, transportation, logistics, textiles, & apparel, chemicals, and energy. Kelso looks to align 'management's interest with those of investors' when considering opportunities. Kelso & Company was formed in 1971 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 81 |
| Sector: Distribution M&A | 1 of 5 |
| Type: Growth Capital M&A Deals | 1 of 11 |
| State: Connecticut M&A | 2 of 2 |
| Country: United States M&A | 18 of 70 |
| Year: 2006 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-05-05 |
Nortek Air Solutions
Okarche, Oklahoma, United States Nortek Air Solutions is a diversified manufacturer of world-class products spanning custom and commercial air solutions for high-performance environments, residential and commercial HVAC, and fresh air ventilation systems for homes. Nortek Air was founded in 1977 and is based in Okarche, Oklahoma. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-07-06 |
Ellis Communications Group
Santa Ana, California, United States Ellis Communications Group owns and operates KDOC-TV in Orange County, California. |
Buy | - |
| Category | Family Office |
|---|---|
| Founded | 1998 |
| PE ASSETS | 16.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
DFO Management is the private investment vehicle for Michael Dell, founder of Dell Computers. The Firm targets investment opportunities across the US and internationally and is split into several groups. These include Public Equity, Special Opportunities, Private Equity, Real Estate, and Partnerships. The Private Equity group targets transactions that include leveraged and management buyouts, take privates, mezzanine debt and other structured investments, PIPEs and growth equity financings, platform acquisitions and roll-ups, and partnerships with other financial sponsors. DFO looks to commit $100 to $250 million per transaction and prefers investments in non-technology companies. DFO Management was formed in 1998 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 16 |
| Sector: Distribution M&A | 1 of 2 |
| Type: Growth Capital M&A Deals | 1 of 2 |
| State: Connecticut M&A | 1 of 1 |
| Country: United States M&A | 2 of 15 |
| Year: 2006 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-04-04 |
TimberStar Southwest
New York, New York, United States TimberStar Southwest LLC based in Atlanta, Georgia, focuses on brokering and managing a geographically diverse portfolio of timber properties. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2006-10-05 |
ValleyCrest Companies
Calabasas, California, United States ValleyCrest Companies, LLC is a integrated landscape services provider in the United States. ValleyCrest serves an array of public, commercial, and institutional clients, and is known for its award-winning work on properties such as the Wynn Resort. |
Buy | - |
