Investment Summary |
|
|---|---|
| Date | 2010-12-18 |
| Target | Quality Water Service |
| Sector | Beverages |
| Investor(s) | Advent Morro Equity Partners |
| Deal Type | Growth Capital |
SEARCH BY
| 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 | 16 of 22 |
| Sector: Beverages M&A | 2 of 3 |
| Type: Growth Capital M&A Deals | 3 of 7 |
| Country: Puerto Rico M&A | 8 of 11 |
| Year: 2010 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-06-09 |
UPM Group
San Juan, Puerto Rico UPM Group was founded around a core value of responsive service at affordable cost, providing 24/7 emergency service; 4 hour response; and dedicated Facility Solutions Engineers to ensure customer satisfaction and to suggest facility performance upgrades. UPM Group provide services, installs and maintains the control networks that govern the performance of mechanical equipment. UPM Group is based in San Juan, Puerto Rico. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-05-25 |
La Familia Pawn and Jewelry
Winter Park, Florida, United States La Familia Pawn and Jewelry is a chain of retail jewelry and pawn stores. La Familia Pawn and Jewelry was founded in 2009 and is based in Winter Park, Florida. |
Buy | - |