Explore All 3084 Add-on Acquisition Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 9, 2019 |
| Target | Sandler O’Neill Partners |
| Sector | Financial Services |
| Buyer(s) | Piper Jaffray & Co. |
| Sellers(s) |
Kelso
The Carlyle Group |
| Deal Type | Add-on Acquisition |
| Deal Value | 485M USD |
| Advisor(s) | Wachtell, Lipton, Rosen & Katz (Legal) |
FILTER BY
| Category | Company |
|---|---|
| Founded | 1985 |
| Sector | Financial Services |
| Employees | 1,026 |
| Revenue | 525M USD (2013) |
Piper Jaffray is a full-service investment bank and asset management firm focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research.
| Deal Context for Buyer | # |
|---|---|
| Overall | 8 of 8 |
| Sector: Financial Services | 7 of 7 |
| Type: Add-on Acquisition | 6 of 6 |
| State: New York | 1 of 1 |
| Country: United States | 7 of 7 |
| Year: 2019 | 1 of 1 |
| Size (of disclosed) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-07-20 |
BMO Capital Markets GKST
Chicago, Illinois, United States BMO Capital Markets GKST, Inc. is a a provider of brokerage services. |
Buy | - |
| 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 Context for Seller | # |
|---|---|
| Overall | 41 of 54 |
| Sector: Financial Services | 2 of 3 |
| Type: Add-on Acquisition | 21 of 25 |
| State: New York | 5 of 5 |
| Country: United States | 35 of 47 |
| Year: 2019 | 4 of 5 |
| Size (of disclosed) | 6 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-27 |
Delphin Shipping
New York, New York, United States Delphin Shipping LLC is an owner of dry bulk ships. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-17 |
Individual FoodService
Bell, California, United States Individual FoodService distributes paper, plastic, packaging, food, janitorial, sanitation and smallware products to independent restaurants, quick-service restaurants, healthcare facilities, hospitality establishments, country clubs, schools, universities, government institutions, wholesalers, food processors, and food service management institutions. Individual FoodService is based in Bell, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| Deal Context for Seller | # |
|---|---|
| Overall | 375 of 490 |
| Sector: Financial Services | 29 of 35 |
| Type: Add-on Acquisition | 164 of 203 |
| State: New York | 12 of 18 |
| Country: United States | 212 of 261 |
| Year: 2019 | 17 of 24 |
| Size (of disclosed) | 63 of 138 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-05 |
KLDiscovery
Eden Prairie, Minnesota, United States KLDiscovery is a provider of tech-enabled information discovery and governance solutions. The Company’s solutions help clients to optimize outcomes in corporate litigation and regulatory investigations and to meet compliance requirements. KLDiscovery offers a comprehensive suite of E-Discovery services, which are powered by the Company’s proprietary technology. In addition, KLDiscovery offers select, complementary information governance solutions which allow clients to manage data in one comprehensive, unified solution. KLDiscovery was founded in 1985 and is based in Eden Prairie, Minnesota. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-11 |
HSO
Amsterdam, Netherlands HSO is a technology and professional services company, delivering successful business transformation using Microsoft cloud business applications, data, and analytics to improve the results of our customers. HSO is based in Amsterdam, Netherlands. |
Buy | - |
