Investment Summary |
|
|---|---|
| Date | 2021-07-28 |
| Target | PowerSchool |
| Sector | Education |
| Sellers(s) |
Vista Equity Partners
Onex Partners |
| Deal Type | IPO |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 100.0B USD |
| Size | Mega |
| Type | Sector Focused |
Vista Equity Partners is a mega-sized asset management firm focused on private equity, public equity, credit, and other strategies. The Firm's private equity group looks to invest in and acquire software and technology enabled services companies. Specific areas of interest include software, software-as-a-service (SaaS), technology-enabled business services, and technology-enabled information services. Vista can commit up to $700 million per transaction and will consider a variety transaction situations, including management/leveraged buyouts, growth or acquisition financings, recapitalizations or restructurings, spinouts, and take privates. Vista Equity Partners was formed in 2000 and is based in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 59 of 72 |
| Sector: Education M&A | 1 of 1 |
| Type: IPO M&A Deals | 7 of 7 |
| State: California M&A | 6 of 7 |
| Country: United States M&A | 55 of 68 |
| Year: 2021 M&A | 13 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-27 |
Power Factors
San Francisco, California, United States Power Factors is a provider of cloud based data platforms for clean energy, providing infrastructure and services to optimize the physical and financial performance of clean energy assets. Power Factors is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-04 |
Social Solutions
Austin, Texas, United States Social Solutions is a provider of on-demand performance management software (SaaS) and solutions to the human services nonprofit sector with a focus on measuring efforts to outcome (ETO) to provide organizations with a clear picture of which efforts are having the greatest impact on the social issues they address. Social Solutions was founded in 2000 and is based in Austin, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 21.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Onex Partners is the private equity investment arm of Onex Corp., a Canadian based public investment and asset management firm that also invests in real estate and credit securities. Onex Partners targets investments in large companies, and ONCAP which invests in smaller middle-market companies. Both groups consider North American businesses in a wide range of industries with a special interest in aerospace, healthcare, and industrial companies. Prospective transaction situations include corporate carve-outs where the firm can leverage restructuring capabilities. Onex Corp. was established in 1984 and is based in Toronto with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 40 |
| Sector: Education M&A | 2 of 2 |
| Type: IPO M&A Deals | 13 of 13 |
| State: California M&A | 3 of 4 |
| Country: United States M&A | 27 of 31 |
| Year: 2021 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-12 |
Ryan Specialty Group
Chicago, Illinois, United States Ryan Specialty Group is an international specialty insurance organization, which includes a wholesale brokerage firm (RT Specialty) and an underwriting management organization (RSG Underwriting Managers), comprised of 22 individual underwriting companies. Ryan Specialty Group was formed in 2010 and is based in Chicago, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-09 |
Fidelity BSG
Hunt Valley, Maryland, United States Fidelity BSG is a provider of technical building solutions for the commercial and industrial facilities market, delivering best-in-class, non-discretionary services through every phase of a building’s lifecycle. Fidelity BSG is headquartered in Hunt Valley, Maryland. |
Buy | - |
