Investment Summary

LoneTree Capital Invests In Safety Plus

On December 15, 2021, private equity firm LoneTree Capital invested in business services company Safety Plus

Investment Highlights
  • This is LoneTree Capital’s 1st transaction in the Business Services sector.
  • This is LoneTree Capital’s 4th transaction in the United States.
  • This is LoneTree Capital’s 1st transaction in Alabama.

Investment Summary
Date 2021-12-15
Target Safety Plus
Sector Business Services
Investor(s) LoneTree Capital
Deal Type Growth Capital
Advisor(s) Maynard Nexsen (Legal)

Target

Safety Plus

Mobile, Alabama, United States
Safety Plus is a provider of safety management, contractor management, and compliance software and services. Safety Plus specializes in streamlining safety operations for clients throughout the United States. Safety Plus was founded in 1991 and is based in Mobile, Alabama.

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Investor(S) 1

Investor

LoneTree Capital

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2021
Size Small
Type Sector Agnostic
DESCRIPTION

LoneTree is a growth-focused private capital firm that provides operational and M&A support alongside flexible capital to accelerate revenue growth. The Firm looks to commit $10 to $50 million in business generating $5 to $30 million in revenue. LoneTree Capital's areas of interest include software, digital infrastructure, healthcare IT services, business, and consumer services, and financial technology/specialty finance. LoneTree Capital was founded in 2021 and is based in New York City.

DEAL STATS #
Overall 4 of 6
Sector (Business Services) 1 of 1
Type (Growth Capital) 2 of 4
State (Alabama) 1 of 1
Country (United States) 4 of 6
Year (2021) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2021-04-29 Education Advanced

Tyler, Texas, United States

Education Advanced is a provider of operations management and workflow solutions for K-12 school districts that enable educators to be more efficient, allowing them to dedicate more of their time and resources to exceeding student needs. EAI’s product offering includes Cardonex, TestHound, and BuildYourOwnCurriculum. Education Advanced was founded in 2007 and is based in Tyler, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-01-26 OneReach

Denver, Colorado, United States

OneReach is a software company created to democratize digital communications and machine learning. The Company’s Communication Studio G2 platform is a Gartner Magic Quadrant leader in conversational AI that provides a powerful, flexible, and trusted microservices-based conversational AI platform, targeted at enterprise implementations. The Global Fortune 2000 and other organizations across the world rely on OneReach.ai, spanning multiple verticals, including financial services, retail, telecom, technology, and CPG, among others. OneReach was founded in 2013 and is based in Denver, Colorado.

Buy -
Mergr

Product

Company

Legal