Investment Summary |
|
|---|---|
| Date | 2004-06-23 |
| Target | ICPR Junior College |
| Sector | Education |
| Investor(s) | Advent Morro Equity Partners |
| Deal Type | Stake Purchase |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| Size | Small |
| Type | Sector Agnostic |
Advent Morro Equity Partners is a private equity firm focused on opportunities connected to Puerto Rico. The FIrm invests in companies operating in Puerto Rico, Puerto Rican companies expanding into the US, and established US-based companies whose products or services target the US hispanic market. Advent Morro’s seeks to team with management teams looking for capital to accelerate growth organically or through acquisitions. The Firm looks to invest $5 to $10 million in companies with annual revenues between $5 and $20 million. Sectors of interest include healthcare, hospitality, telecommunications, software-development, distribution, education and medical insurance. The Firm will consider a variety of investment situations, including MBOs, corporate divestitures, turnarounds, recapitalization of family owned businesses, and industry consolidation. Advent Morro Equity Partners was formed 1989 and is based in San Juan.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 22 |
| Sector (Education) | 1 of 1 |
| Type (Stake Purchase) | 3 of 5 |
| Country (Puerto Rico) | 3 of 11 |
| Year (2004) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2002-09-09 |
Datek Online Holdings
Iselin, New Jersey, United States Established in 1998, privately held Datek Online Holdings Corp. is one of the fastest-growing financial services companies in the United States and through affiliates provides swift access to financial services through innovative technology. The Company’s primary businesses are Datek Online Brokerage Services LLC, a pioneer in the online brokerage industry; iClearing LLC, a securities clearing operation; and Watcher Technologies, a provider of cutting-edge trading systems for the professional trading industry. |
Sell | $1.3B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2004-11-01 |
Medical Card System
Hato Rey, Puerto Rico Medical Card System provides commercial health insurance through its fully-insured and cost-plus business lines to some of the largest multi-national employers in Puerto Rico, such as Baxter, Pfizer, HP, Nestlé and Microsoft. Medical Card System was founded in 1982 and is based in Hato Rey, Puerto Rich. |
Buy | - |
