Investment Summary |
|
|---|---|
| Date | 2016-03-09 |
| Target | Kuvare |
| Sector | Insurance |
| Investor(s) |
Altamont Capital Partners
Makena Capital Management Access Holdings |
| Deal Type | Growth Capital |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 4.5B USD |
| Size | Large |
| Type | Sector Agnostic |
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 | 26 of 49 |
| Sector (Insurance) | 4 of 8 |
| Type (Growth Capital) | 9 of 20 |
| State (Illinois) | 2 of 2 |
| Country (United States) | 25 of 43 |
| Year (2016) | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-02-02 |
Cascade Windows
Spokane Valley, Washington, United States Cascade Windows is a manufacturer of vinyl windows and doors serving the Western U.S. new and retrofit single and multi-family housing market. Cascade Windows operates six strategically located manufacturing facilities throughout the Western United States. Cascade Windows goes to market through an extensive network of dealers, builders, and distributors in its markets. Cascade Windows was founded in 1989 and is based in Spokane Valley, Washington. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-07 |
Modern Healthcare
Orlando, Florida, United States Modern Healthcare, Inc. is a specialty pharmacy platform, with a unique physician preferred approach, breadth of therapy expertise and differentiated service offerings to customers. The platform focuses on drug treatments for complex disease states that require a high-touch service model, such as rheumatoid arthritis/dermatology, HIV, cystic fibrosis, transplant, hepatitis C, and infusion-based IVIG therapy. |
Sell | - |
Makena Capital Management is a global, multi-asset class investment manager that provides a range of pooled investment vehicles with the objective of long-term, risk-adjusted capital appreciation. Makena currently manages perpetual capital, providing endowment-style investment solutions to institutional investors around the world. Makena Capital Management was founded in 2005 and is based in Menlo Park, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector (Insurance) | 1 of 1 |
| Type (Growth Capital) | 1 of 1 |
| State (Illinois) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2016) | 1 of 1 |
| Category | Private Equity Firm |
|---|---|
| Founded | 2013 |
| PE ASSETS | 2.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Access Holdings is a private investment firm focused on acquiring and growing niche essential service-oriented companies. The Firm generally looks to pursue buy and build situations in large industries with fragmented businesses. Access Holdings was formed in 2013 and is headquartered in Baltimore, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 10 |
| Sector (Insurance) | 1 of 1 |
| Type (Growth Capital) | 1 of 1 |
| State (Illinois) | 1 of 2 |
| Country (United States) | 3 of 10 |
| Year (2016) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-25 |
Foundation Partners
Orlando, Florida, United States Foundation Partners is a provider of end-of-life transition services, owning and operating 38 funeral homes and six cemeteries in 13 states, and is actively seeking to expand its locations throughout the U.S. Foundation Partners was founded in 2010 and is based in Orlando, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-01 |
Regency
Baltimore, Maryland, United States Regency is a provider of pet cremation services in the United States. The investment provides the foundation for our pet loss services strategy. Regency was founded in 2018 and is based in Baltimore, Maryland. |
Buy | - |
