Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 2, 2018 |
| Target | Grandpoint Capital |
| Sector | Financial Services |
| Buyer(s) | Pacific Premier Bank |
| Sellers(s) |
Stone Point Capital
MidOcean Partners Calera Capital Golden Gate Capital |
| Deal Type | Add-on Acquisition |
| Deal Value | 629M USD |
| Advisor(s) | Raymond James - Investment Banking Keefe, Bruyette & Woods (Financial) Holland & Knight Sullivan & Cromwell (Legal) |
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| Category | Company |
|---|---|
| Founded | 1983 |
| Sector | Financial Services |
| Revenue | 568M USD (2024) |
Pacific Premier Bank is a financial services company that accepts deposit products, including checking, money market, savings accounts, and certificates of deposit. Pacific Premier Bank was founded in 1983 and is based in Irvine, California.
| Deal Context for Buyer | # |
|---|---|
| Overall | 10 of 12 |
| Sector: Financial Services | 9 of 10 |
| Type: Add-on Acquisition | 10 of 12 |
| State: California | 7 of 8 |
| Country: United States | 10 of 11 |
| Year: 2018 | 1 of 1 |
| Size (of disclosed) | 3 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-08-09 |
Plaza Bancorp.
Irvine, California, United States Plaza Bancorp. is a provider of banking services and is committed to serving and supporting the businesses in Southern California and Southern Nevada with seven regional offices located in Irvine, Manhattan Beach, El Segundo, Pasadena, Montebello, San Diego and Las Vegas. Plaza Bancorp was founded in 2008 and is based in Irvine, California. |
Buy | $226M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-02-03 |
Opus Bank
Irvine, California, United States Opus Bank offers a suite of treasury and cash management and depository solutions, and a wide range of loan products, including commercial, healthcare, media and entertainment, corporate finance, multifamily residential, commercial real estate and structured finance, and is an SBA preferred lender. Opus Bank was founded in 1982 and is based in Irvine, California. |
Buy | $1.0B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Focused |
Stone Point Capital is a private equity firm that targets investments in financial services sector. Specific areas of interest include insurance underwriting, outsourcing service providers to financial institutions, specialty lending and other credit opportunities, employee benefits and healthcare, asset management/retirement savings, and banking/depository institutions. Stone Point looks to commit between $75 and $750 million of equity per transaction and will consider control or substantial minority positions. Geographic areas of interest include North America and Europe. Stone Point Capital was formed in 1994 and is based in Greenwich, Connecticut.
| Deal Context for Seller | # |
|---|---|
| Overall | 36 of 59 |
| Sector: Financial Services | 13 of 21 |
| Type: Add-on Acquisition | 17 of 30 |
| State: California | 6 of 8 |
| Country: United States | 31 of 53 |
| Year: 2018 | 2 of 6 |
| Size (of disclosed) | 9 of 16 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-26 |
Mitchell
San Diego, California, United States Mitchell is a provider of information, workflow, and performance management solutions to the automotive insurance claims and collision repair industries. Mitchell was founded in 1946 and is based in San Diego, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-16 |
Sabal
Irvine, California, United States Sabal is a commercial real estate investment management platform focused on structured credit, lending and opportunistic equity investments. In addition, Sabal has an agency trading business that structures and securitizes agency securities. Sabal was founded in 2009 and is based in Irvine, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 10.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
MidOcean Partners is a private equity firm focused on acquiring controlling interests in middle-market companies throughout North America. The Firm has a preference for consumer and business services sectors including automotive, food/beverage, retail, consumer products, information services, infrastructure services, training and more. MidOcean seeks opportunities valued between $150 and $750 million where it can commit $75 to $300 million. In addition to investing equity, MidOcean also looks to provide flexible credit solutions as well. MidOcean Partners was formed in 2003 and is based in New York, New York.
| Deal Context for Seller | # |
|---|---|
| Overall | 30 of 37 |
| Sector: Financial Services | 1 of 1 |
| Type: Add-on Acquisition | 16 of 19 |
| State: California | 4 of 5 |
| Country: United States | 25 of 32 |
| Year: 2018 | 2 of 2 |
| Size (of disclosed) | 8 of 16 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-02-27 |
LegalShield
Ada, Oklahoma, United States LegalShield is a provider of legal plans and identity theft solutions to families and small businesses across the US and Canada. LegalShield was founded in 1972 and is based in Ada, Oklahoma. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-11 |
Florida Food Products
Eustis, Florida, United States Florida Food Products is a manufacturer of healthy, natural, clean label ingredients and is the market leader in the clean label cure market. Clean label cures are used for a wide variety of end market uses including packaged meat, food service, private label and branded CPG meats as well as premium pet foods. Florida Food Products was founded in 1954 and is based in Eustis, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1991 |
| PE ASSETS | 3.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Calera Capital Partners LP is a private equity firm that targets investments in mid-sized North American businesses valued up to $750 million. Calera Capital looks to invest at least $35 million of equity capital per transaction. Target industries include manufacturing, software, healthcare, consumer products and services. Prospective transaction situations include leveraged recapitalizations of privately held companies, restructurings, growth financings/acquisitions, corporate spin-offs, and take-private situations. Calera seeks businesses with leading market positions, attractive margins, and strong organic growth. Calera Capital was formerly known as Fremont Partners, a unit of the Fremont Group. Calera Capital was formed in 1991 and has offices in San Francisco, California and Boston, Massachusetts.
| Deal Context for Seller | # |
|---|---|
| Overall | 20 of 25 |
| Sector: Financial Services | 2 of 2 |
| Type: Add-on Acquisition | 6 of 7 |
| State: California | 5 of 5 |
| Country: United States | 19 of 22 |
| Year: 2018 | 2 of 3 |
| Size (of disclosed) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-22 |
ModSpace
Berwyn, Pennsylvania, United States ModSpace is the largest privately held provider of office trailers, portable storage units and modular buildings for temporary or permanent space needs in North America. Building on nearly 50 years of experience, ModSpace serves a diverse set of customers and markets—including commercial, construction, education, government, health care, industrial, energy, disaster relief, franchise and special events—through an extensive branch network across the United States and Canada. |
Sell | $1.1B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-31 |
Rock-It
New York, New York, United States Rock-It is a provider of freight forwarding and logistics to the music touring, fine arts, sports & live events, film & TV production, corporate events, and industrial projects end markets through its family of affiliated brands including Rock-it Global, Dietl, Cosdel, CargoLive, and Dynamic International. Rock-It was founded in 1978 and is based in New York, New York. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 19.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Golden Gate Capital is a large private equity firm focused on buyout and growth equity investments across a wide variety of industries. The Firm partners with management teams to make equity investments in situations where there is a demonstrable opportunity to significantly enhance a company's value. Sectors of interest include software and IT services, semiconductors, electronics, consumer products and retail, financial services, business services, and media. Prospective transaction types include public-to-privates, corporate extractions, bankruptcy auctions, and recapitalizations. Golden Gate Capital was formed in 2000 and is based in San Francisco, California.
| Deal Context for Seller | # |
|---|---|
| Overall | 59 of 86 |
| Sector: Financial Services | 4 of 6 |
| Type: Add-on Acquisition | 28 of 39 |
| State: California | 14 of 19 |
| Country: United States | 53 of 78 |
| Year: 2018 | 6 of 7 |
| Size (of disclosed) | 9 of 22 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-02 |
Learning Experience
Deerfield Beach, Florida, United States Learning Experience is a provider of child care and early education programs. It offers state-of-the-art facilities and a proprietary curriculum for children to develop core academic skills, fitness and healthy lifestyle skills, and life and comfort skills, all under the care of nurturing teachers and staff. Learning Experience was founded in 1980 and is based in Deerfield Beach, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-08-07 |
Aperio Group
Sausalito, California, United States Aperio Group LLC designs and manages highly customized public equity portfolio solutions in separately managed accounts to meet the specific goals of advisors and their clients, specializing in three practice areas: Active Tax Management, Factor Tilts, and Socially Responsive Indexing/ESG. Through advanced processes, investor-focused portfolio construction research, and sophisticated technology, Aperio offers a level of customization unmatched in the industry. Aperio Group LLC was founded in 1999 and based in Sausalito, California. |
Buy | - |
