M&A Deal Summary

The Carlyle Group, The Stephens Group and JAM Capital Partners Acquire Brand Group Holdings

On May 4, 2011, private equity firm The Carlyle Group, family office The Stephens Group and growth capital firm JAM Capital Partners acquired financial services company Brand Group Holdings for 200M USD

Acquisition Highlights
  • This is The Carlyle Group’s 21st, The Stephens Group’s 2nd and JAM Capital Partners’ 1st transaction in the Financial Services sector.
  • This is The Carlyle Group’s 108th, The Stephens Group’s and JAM Capital Partners’ largest (disclosed) transaction.
  • This is The Carlyle Group’s 214th, The Stephens Group’s 26th and JAM Capital Partners’ 2nd transaction in the United States.
  • This is The Carlyle Group’s 5th, The Stephens Group’s 2nd and JAM Capital Partners’ 1st transaction in Georgia.
Investment Fate
  • Brand Group Holdings was sold to a publicly-traded strategic buyer in 2018 for 453M USD.

M&A Deal Summary

Date 2011-05-04
Target Brand Group Holdings
Sector Financial Services
Buyer(s) The Carlyle Group
The Stephens Group
JAM Capital Partners
Deal Type Recapitalization
Deal Value 200M USD
Advisor(s) Bryan Cave Leighton Paisner LLP
Mahaffey Pickens Tucker LLP (Legal)

Target

Brand Group Holdings

Lawrenceville, Georgia, United States
website
Brand Group Holdings Inc. is the $1.3 billion bank holding company for The Brand Banking Company, a full service bank serving the needs of individuals and businesses in Gwinnett County, Georgia and North Metro Atlanta. As of December 31, 2017, Brand had approximately $2.4 billion in total assets, approximately $1.9 billion in total loans (excluding mortgage loans held for sale) and approximately $1.9 billion in total deposits.

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Buyer(S) 3

Buyer

The Carlyle Group

Washington, District of Columbia, United States

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 1987
PE ASSETS 84.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.
Carlyle's corporate headquarters on Pennsylvania Ave. in Washington, DC.

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 STATS #
Overall 399 of 691
Sector (Financial Services) 21 of 45
Type (Recapitalization) 4 of 9
State (Georgia) 5 of 10
Country (United States) 214 of 335
Year (2011) 10 of 34
Size (of disclosed) 108 of 133
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-04-26 SchoolNet

New York, New York, United States

Schoolnet, Inc. is the data-driven education for K-12 school systems.Schoolnet provides users with the data, reports, tools, and content to assess performance, analyze results, individualize instruction, and engage parents.

Sell $230M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-05-11 International Aluminum

Monterey Park, California, United States

International Aluminum Corp. is an integrated manufacturer of exterior and interior doors, windows, frames, glazing systems and other aluminum and vinyl products for use in commercial and residential applications.

Sell -
Buyer

The Stephens Group

Little Rock, Arkansas, United States

Investor Investor Investor Investor Investor

website


Category Family Office
Founded 1933
PE ASSETS 1.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

The Stephens Group is a private investment firm focused on long-term investments in mid-sized companies. The Firm looks to partner with management teams when pursuing acquisitions. Sectors of interest include energy, energy services, business services, industrials, consumer products, consumer services, financial services, healthcare, technology, media, and communications. The Stephens Group was originally established in 1933 and is headquartered in Little Rock, Arkansas.


DEAL STATS #
Overall 29 of 49
Sector (Financial Services) 2 of 2
Type (Recapitalization) 2 of 4
State (Georgia) 2 of 3
Country (United States) 26 of 46
Year (2011) 3 of 5
Size (of disclosed) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-04-18 Prism Pharmaceuticals

King of Prussia, Pennsylvania, United States

​Prism, located in King of Prussia, Pennsylvania, is a leading specialty pharmaceutical company committed to developing and commercializing acute care cardiovascular products. Prism is focused on recognizing unfulfilled opportunities in existing compounds that target acute care cardiovascular needs and comprehensively developing them to achieve their full market potential.

Sell $338M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2011-08-18 Pinnergy

Austin, Texas, United States

Pinnergy Ltd. provides drilling and fluid handling services with an established presence in the Haynesville Shale, Barnett Shale, Freestone Trend, East Texas, Eagle Ford Shale, Woodford Shale and the Granite Wash. Pinnergy offers a wide array of drilling services, rental services, fluid services and oil & gas waste disposal services to the energy industry, including surface casing drilling, conductor drilling, cellar, rat & mouse hole drilling, water-well drilling, generator, frac tank, water-line and pump rental, fluid hauling, and vacuum trucks. Pinnergy was founded in 1992 and is based in Austin, Texas.

Buy -
DESCRIPTION

JAM Capital Partners is a growth equity investment firm focused on fast growing middle-market companies. The Firm primarily seeks opportunities where it can invest alongside management and typically seeks to commit $4 to $10 million per transaction. JAM Capital Partners was formed in 2010 and is headquartered in St. Simons Island, Georgia.


DEAL STATS #
Overall 2 of 6
Sector (Financial Services) 1 of 1
Type (Recapitalization) 1 of 1
State (Georgia) 1 of 2
Country (United States) 2 of 6
Year (2011) 1 of 1
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2010-08-03 Gila

Austin, Texas, United States

Gila LLC offers outsourced collections, payment processing and call center services to governmental entities, financial and higher education institutions nationwide. The Company provides a full suite of receivables management solutions, tailored to each client's specifications.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2013-09-18 Vivex

Miami, Florida, United States

Vivex specialized in the development of naturally sourced treatment options and solutions that improve clinical, surgical, and therapeutic patient care through innovation. Vivex Biomedical is based in Miami, Florida.

Buy -