M&A Deal Summary |
|
|---|---|
| Date | 2011-10-24 |
| Target | Emerging Information Systems |
| Sector | Software |
| Buyer(s) | Advicent Solutions |
| Sellers(s) | Birch Hill Equity Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1995 |
| Sector | Internet Software and Services |
Advicent Solutions is a provider of SaaS-based technology solutions for the financial advice and planning industry. Advicent Solutions’ products include web-enabled marketing communications, needs assessment, and financial planning tools, and are used by more than 250,000 financial professionals across more than 2,700 customers. Small and medium-sized businesses and some of the world’s largest financial institutions trust Advicent’s products to help grow their business. Advicent Solutions was founded in 1995 and is based in Milwaukee, Wisconsin.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 8 |
| Sector (Software) | 1 of 3 |
| Type (Add-on Acquisition) | 2 of 7 |
| State (Manitoba) | 1 of 1 |
| Country (Canada) | 1 of 1 |
| Year (2011) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2010-10-06 |
Specific Software Solutions
Brentwood, Tennessee, United States Specific Software Solutions LLC is a provider of software tools and actuarial services for risk management and insurance professionals in the United States. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-04 |
Zywave - Financial Solutions Division
Milwaukee, Wisconsin, United States Zywave, Inc. - Financial Solutions Division focuses on the financial planning and advisory market, according to Zywave officials. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1994 |
| PE ASSETS | 5.0B CAD |
| Size | Large |
| Type | Sector Agnostic |
Birch Hill Equity Partners is a middle-market private equity firm focused on investments in Canadian companies. Birch Hill targets growth oriented businesses valued between C$50 and C$1000 million. Sectors of interest include agriculture, communications, energy, environmental, entertainment, distribution, healthcare, manufacturing, software, and technology. Birch Hill will not consider investments in real estate, pure commodity companies or start ups. Birch Hill Equity Partners was formed in 1994 and is based in Toronto, Canada.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 37 |
| Sector (Software) | 2 of 3 |
| Type (Add-on Acquisition) | 4 of 17 |
| State (Manitoba) | 1 of 1 |
| Country (Canada) | 12 of 30 |
| Year (2011) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-06-24 |
Marsulex
Toronto, Ontario, Canada Marsulex, Inc. is a provider of industrial services, including environmental compliance solutions for air quality control and industrial hazardous waste streams, and petroleum coke cutting and handling services for oil refineries, and is a producer and marketer of sulphur-based industrial chemicals. |
Sell | $438M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-11-01 |
Maple Leaf Sports & Entertainment
Toronto, Ontario, Canada Maple Leaf Sports & Entertainment is a sports enterprise, owns and operates four professional sports franchises (Toronto Maple Leafs, Raptors, FC and Marlies), the Air Canada Centre (a sports and entertainment venue), BMO Field, and Ricoh Coliseum, all located in Toronto. |
Sell | - |
