Investment Summary |
|
|---|---|
| Date | 2025-07-03 |
| Target | Oracle RMS |
| Sector | Insurance |
| Investor(s) | ABRY Partners |
| Deal Type | Growth Capital |
| Advisor(s) | KPMG Corporate Finance (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 12.8B USD |
| Size | Mega |
| Type | Sector Focused |
ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 175 of 175 |
| Sector: Insurance M&A | 11 of 11 |
| Type: Growth Capital M&A Deals | 48 of 48 |
| State: Ontario M&A | 4 of 4 |
| Country: Canada M&A | 6 of 6 |
| Year: 2025 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-06-11 |
Burgess Hodgson
Canterbury, United Kingdom Burgess Hodgson provides a comprehensive suite of services, including audit, tax, accounts advisory, outsourced finance, payroll, and corporate advisory solutions. Burgess Hodgson is based in Canterbury, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-10-30 |
Portfolio
Lake Forest, California, United States Portfolio is an independent provider of finance and insurance products and services to automotive dealers across the country. Portfolio develops, sells, and administers auto dealer extended warranty programs across a full-service product offering, including vehicle service contracts, GAP insurance, and ancillary products. Portfolio was founded in 1990 and is based in Lake Forest, California. |
Sell | - |