M&A Deal Summary |
|
|---|---|
| Date | 2012-02-03 |
| Target | Rogerscasey |
| Sector | Financial Services |
| Buyer(s) | Segal Advisors |
| Sellers(s) | Capital Resource Partners |
| Deal Type | Divestiture |
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Segal Rogerscasey is a leading global investment solutions firm that provides innovative, client-driven consulting advice and outsourcing solutions. The firm has been in operation for more than 40 years and is one of the largest U.S.-based investment solutions firms. We provide objective, independent investment advice and build implemented platforms without the conflicts associated with directly managing money.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 4 |
| Sector (Financial Services) | 2 of 2 |
| Type (Divestiture) | 2 of 3 |
| State (Connecticut) | 1 of 1 |
| Country (United States) | 1 of 3 |
| Year (2012) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-02-03 |
Rogerscasey Canada
Toronto, Ontario, Canada Rogerscasey Canada, Inc. (Formerly Perimeter Capital Management LLC) was formed as a de novo investment management firm. offering small and smid cap growth equity products to an institutional client base. The Perimeter team had worked together at a previous firm where they were responsible for creating the small cap growth product and for all portfolio management and research, sales, marketing and trading activities related to that product and others. Rosemont assisted with the formation and organization of Perimeter and provided start-up and operating capital. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-08 |
Bayview Insurance Group
Traverse City, Michigan, United States Bayview Insurance Group is an insurance brokerage firm focused on serving the insurance needs of labor organizations, multiemployer funds and public sector entities. Bayview Insurance Group is based in Traverse City, Michigan. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 1.1B USD |
| Size | Large |
| Type | Sector Agnostic |
Capital Resource Partners (CRP) is a provider of debt and equity capital to lower middle-market companies throughout the United States. CRP typically provides $1 to $15 million of junior capital to support 'late-stage expansion, recapitalization, and incremental acquisition investments'. Target companies are generally profitable with at least $5 million in annual sales. Sectors of interest include business services, consumer products and services, healthcare services, proprietary industrial products and services, and software/information services. Capital Resource Partners was formed in 1987 and is based in Wellesley, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 28 of 33 |
| Sector (Financial Services) | 2 of 2 |
| Type (Divestiture) | 1 of 1 |
| State (Connecticut) | 3 of 4 |
| Country (United States) | 26 of 31 |
| Year (2012) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-01-17 |
Glendale Parade Store
San Antonio, Texas, United States Glendale Parade Store is a direct marketer of ceremonial uniform accessories and parade equipment worn and used by the military, police and fire departments, schools, and organizations. Glendale carries a broad selection of uniform accessories, flags, and flag accessories, replica rifles, swords, and other related products used and worn by color guards, honor guards, and drill teams. Glendale was established in 1947 and is based in San Antonio, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-08-08 |
AllianceCare
Boynton Beach, Florida, United States AllianceCare is a provider of home-based health services to elderly patients |
Sell | - |
