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Investment Summary

Advent Morro Equity Partners Invests In UPM Group

On June 9, 2010, private equity firm Advent Morro Equity Partners invested in business services company UPM Group

Investment Highlights
  • This is Advent Morro Equity Partners’ 1st transaction in the Business Services sector.
  • This is Advent Morro Equity Partners’ 7th transaction in Puerto Rico.

Investment Summary
Date 2010-06-09
Target UPM Group
Sector Business Services
Investor(s) Advent Morro Equity Partners
Deal Type Growth Capital

Target

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.

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Investor(S) 1

Investor

Advent Morro Equity Partners

San Juan, Puerto Rico

Investor Investor Investor

Category Private Equity Firm
Founded 1989
Size Small
Type Sector Agnostic
DESCRIPTION

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 15 of 22
Sector: Business Services M&A 1 of 2
Type: Growth Capital M&A Deals 2 of 7
Country: Puerto Rico M&A 7 of 11
Year: 2010 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2009-12-03 Fania

Miami, Florida, United States

Fania manages and distributes one of the largest latin tropical music catalogs.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-12-18 Quality Water Service

Guaynabo, Puerto Rico

Quality Water Service provides businesses in Puerto Rico with point-of-use (POU) bottle-less water coolers and filtration systems. The company has been a distributor of Waterlogic dispensers, delivering the highest standards of water quality and offering sustainable hydration solutions for both business and residential customers. Quality Water Service is based in Guaynabo, Puerto Rico.

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