M&A Deal Summary

Altamont Capital Partners Acquires Horizon Investments

On September 2, 2022, private equity firm Altamont Capital Partners acquired financial services company Horizon Investments

Acquisition Highlights
  • This is Altamont Capital Partners’ 3rd transaction in the Financial Services sector.
  • This is Altamont Capital Partners’ 39th transaction in the United States.
  • This is Altamont Capital Partners’ 1st transaction in North Carolina.

M&A Deal Summary
Date 2022-09-02
Target Horizon Investments
Sector Financial Services
Buyer(s) Altamont Capital Partners
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) BMO Capital Markets (Financial)

Target

Horizon Investments

Charlotte, North Carolina, United States
Horizon Investments is a provider of modern goals-based investment management. With a focus in goals-based investment strategies, Horizon helps financial advisors and their clients improve the investment experience relative to real world, prioritized financial goals. Horizon's investment process balances quantitative expertise with a qualitative perspective, including economic, fundamental, and macroeconomic analysis. Horizon Investments was founded in 1995 and is based in Charlotte, North Carolina.

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Buyer(S) 1

Buyer

Altamont Capital Partners

Palo Alto, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2010
PE ASSETS 4.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

Altamont Capital is a private equity group focused on acquiring US-based middle-market companies. The Firm has a particular interest in companies undergoing a transition, either operational or strategic, in which Altamont believes it can help navigate. Altamont can invest up to $150 million of equity per transaction and looks for businesses with EBITDA up to $100 million. The Firm prefers control transactions and targets a range of transaction types, including corporate carve-outs, build-ups, take-privates, and founder transitions. Sectors of interest include business services, financial services, industrials, healthcare, consumer, retail, restaurants, franchising, and technology. Altamont Partners was formed in 2010 and is based in Palo Alto, California.

DEAL STATS #
Overall 44 of 49
Sector (Financial Services) 3 of 3
Type (Buyout (LBO, MBO, MBI)) 14 of 14
State (North Carolina) 1 of 1
Country (United States) 39 of 43
Year (2022) 5 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-07-06 Fox Racing Shox

Braselton, California, United States

Fox Racing Shox is a designer, manufacturer and marketer of high end suspension products for mountain bikes, all terrain vehicles, snowmobiles and other off-road vehicles. Fox Racing Shox was founded in 1974 and is based in Braselton, California.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-09-07 101

Pendleton, Indiana, United States

101 is a provider of eco-friendly, waste management services for food processors and retailers. Nutrition 101 repurposes food residuals from manufacturers and retailers into nutritious livestock feed, compost, and green energy products like bio-gas – reducing waste, landfill usage, and greenhouse gas emissions. 101 was founded in 1984 and is based in Pendleton, Indiana.

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