M&A Deal Summary |
|
|---|---|
| Date | 2012-12-20 |
| Target | ClearBalance |
| Sector | Financial Services |
| Buyer(s) |
Angelo Gordon s Private Equity Group
Apogem Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Advisor(s) | Raymond James - Investment Banking (Financial) Jones Day (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Angelo, Gordon's Private Equity Group is the private equity arm of asset manager Angele, Gordon & Co. AG's private equity group focuses on acquiring assets from financially distressed sellers or from larger corporations. Prospective transactions include forced sales, management-led buyouts, private company recapitalizations, corporate carve-outs, asset pool purchases, and other complex situations. The Group prefers control when considering opportunities and generally looks to commit $25 to $125 million of capital in transactions valued up to $500 million. Broad sectors of interest include specialty finance, retail, consumer, healthcare services/facilities, real estate, and business services. Angelo, Gordon's Private Equity group is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 22 |
| Sector (Financial Services) | 6 of 6 |
| Type (Buyout (LBO, MBO, MBI)) | 16 of 16 |
| State (California) | 3 of 3 |
| Country (United States) | 18 of 18 |
| Year (2012) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-08-21 |
Benihana
Aventura, Florida, United States Benihana is an operator of Japanese theme and sushi restaurants with 95 restaurants in the United States, including 62 Benihana restaurants, 25 RA Sushi restaurants, and 8 Haru sushi restaurants. Benihana was founded in 1964 and is based in Aventura, Florida. |
Buy | $296M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-14 |
Oak Street Funding
Carmel, Indiana, United States Oak Street Funding is a provider of commission-based loans to help insurance agents and brokers maximize their book of business value and grow their agency business. Oak Street Funding is based in Carmel, Indiana. |
Sell | - |
| Category | Asset Manager |
|---|---|
| Founded | 2001 |
| PE ASSETS | 39.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apogem Capital is a diversified alternative investment manager and subsidiary of insurance provider, New York Life. Apogem manages a variety of investment strategies including private equity, private credit, and real assets. Within private equity, the Firm looks to make fund, direct, and secondary investments, as well as acquire GP stakes. Within its direct investing activity, Apogem targets mid-sized companies valued up to $250 million and will consider businesses throughout North America and Europe. Apogem Capital formed as the result of New York Life combining PA Capital, Madison Capital Funding, and Goldpoint Partners into one entity. Apogem Capital is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 34 of 70 |
| Sector (Financial Services) | 1 of 2 |
| Type (Buyout (LBO, MBO, MBI)) | 13 of 22 |
| State (California) | 3 of 4 |
| Country (United States) | 34 of 70 |
| Year (2012) | 7 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-11-26 |
Wellmark
Oklahoma City, Oklahoma, United States WellMark produces a full line of liquid and pneumatic flow controls and valves to the oil and gas and petrochemical industries. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-05-21 |
Chesapeake IRB
Columbia, Maryland, United States Chesapeake Research Review, Inc. is a provider of independent IRB services for pharmaceutical companies, universities, individual researchers, academic medical centers, and community hospitals. Chesapeake Research Review was formed in 1993 and is based in Columbia, Maryland. |
Buy | - |
