Investment Summary |
|
|---|---|
| Date | 2004-01-20 |
| Target | optionsXpress |
| Sector | Financial Services |
| Investor(s) | Summit Partners |
| Deal Type | Growth Capital |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 45.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Summit Partners is a private investment and asset management firm focused on venture, growth, credit, and public equity investing. Sectors of interest include business services, communications technology and services, consumer products, energy, financial services, healthcare and life sciences, industrial products, internet/information services, media/entertainment, semiconductors, electronics, and software. Summit Partners is known for having a proactive business development group for sourcing transactions. Summit will consider both minority or majority investment stakes and is willing to commit as little as $10 million or as much as $500 million in combined debt/junior capital per transaction. The Firm's geographic coverage spans North America and Europe. Summit Partners was formed in 1984 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 145 of 415 |
| Sector: Financial Services M&A | 1 of 16 |
| Type: Growth Capital M&A Deals | 95 of 237 |
| State: Illinois M&A | 2 of 11 |
| Country: United States M&A | 140 of 335 |
| Year: 2004 M&A | 2 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-01-01 |
B&W TEK
Newark, Delaware, United States B&W TEK is a manufacturer of analytical spectrometers, spectroscopic lasers, OEM medical lasers, and other industrial instrumentation. B&W TEK was founded in 1997 and is based in Newark, Delaware. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-02-10 |
Axis Systems
Sunnyvale, California, United States Axis Systems, Inc. provides hardware and software systems for functional verification of electronic systems and complex integrated circuits. |
Sell | - |
