M&A Deal Summary |
|
|---|---|
| Date | 2013-11-18 |
| Target | MidCap Financial |
| Sector | Financial Services |
| Buyer(s) | Apollo Global Management |
| Sellers(s) |
Genstar Capital
NexPhase Capital Lee Equity Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Moelis & Co. (Financial) |
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| Category | Asset Manager |
|---|---|
| Founded | 1990 |
| PE ASSETS | 45.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Apollo Global Management is a global alternative investment firm. The Firm segments its activity between private equity, capital markets, real estate, and publicly traded investment funds. Within private equity, Apollo targets traditional buyouts, distressed situations, as well as minority investments to help companies make acquisitions or fund other needs. Sectors of interest include chemicals, commodities, consumer/retail, distribution, transportation, financial services, business services, manufacturing, industrial, media/cable/leisure, packaging, and satellite/wireless. Apollo's geographic coverage spans Europe, North America, and Asia. Apollo manages publicly traded Apollo Investment Corporation, which provides equity and junior capital to middle-market companies, as well as Apollo Commercial Real Estate Finance, Inc. Apollo Global Management was formed in 1990 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 140 |
| Sector (Financial Services) | 3 of 9 |
| Type (Secondary Buyout) | 7 of 30 |
| State (Maryland) | 2 of 2 |
| Country (United States) | 28 of 101 |
| Year (2013) | 5 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-18 |
Burton s Biscuits
Blackpool, United Kingdom Burton's Biscuits is a biscuit manufacturer which supplies both quality branded and retailer brand biscuits. It owns and bakes important brands such as Maryland, Jammie Dodgers, and Wagon Wheels and also bakes biscuits for major retailers and global brands. Burton's Biscuits was formed in 2000 and is headquartered in St. Albans, UK, Burton’s operates manufacturing sites in Blackpool, Edinburgh, Llantarnam. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-19 |
CKE Restaurants
Franklin, Tennessee, United States CKE Restaurants is a franchisor and operator of quick-service restaurants. CKE owns, operates and franchises some of the most popular brands in the quick-service restaurant industry, including the Carl’s Jr., Hardee’s, Green Burrito and Red Burrito. CKE Restaurants was founded in 1941 and is based in Franklin, Tennessee. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 49.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 60 |
| Sector (Financial Services) | 2 of 6 |
| Type (Secondary Buyout) | 6 of 23 |
| State (Maryland) | 1 of 3 |
| Country (United States) | 20 of 54 |
| Year (2013) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-06-24 |
PRA Health Sciences
Raleigh, North Carolina, United States PRA Health Sciences, Inc. is an international clinical research organization. PRA provides services on a contract basis to the pharmaceutical and biotechnology industries. Comprehensive services include the filing of Investigational New Drug (IND) and similar regulatory applications, management and implementation of Phase I through IV clinical trials, preparation and submission of New Drug Applications (NDAs), and post-marketing surveillance on an international basis. PRA was formed in 1976 and is based in Raleigh, North Carolina. |
Sell | $1.3B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-19 |
Tecomet
Wilmington, Massachusetts, United States Tecomet is a contract manufacturer of precision-engineered medical devices and components for the orthopedic, cardiovascular, medical imaging and aerospace markets. The company manufactures orthopedic implants as well as trauma and cranio-maxillofacial products for medical device customers (accounting for 70% of revenue). Tecomet also makes aerospace and industrial products, including components for satellites and infrared applications. Tecomet was founded in 1964 and is based in Wilmington, Massachusetts. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 22 |
| Sector (Financial Services) | 1 of 1 |
| Type (Secondary Buyout) | 1 of 10 |
| State (Maryland) | 1 of 2 |
| Country (United States) | 1 of 21 |
| Year (2013) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-11-01 |
CPS
Dublin, Ohio, United States CPS is a provider of outsourced pharmacy services to hospitals and integrated health systems. CPS offers a suite of services, information technology and data informatics, including pharmacy management, technology-based tools and data analytics. CPS was founded in 1971 and is based in Dublin, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-11-21 |
OmniSYS
Dallas, Texas, United States OmniSYS is a provider of medical claims management and compliance IT services for pharmacies, durable medical equipment providers, managed care organizations, and commercial retiree plans. OmniSYS was founded in 1988 and is based in Dallas, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 4.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Lee Equity Partners is a private investment firm that looks for buyout and growth capital investments across a range of industries. Lee Equity Partners seeks investments requiring $50 to $150 million of equity capital. Lee Equity Partners was formed in 2006 by Thomas H. Lee, formerly of Thomas H. Lee Partners, LP.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 17 |
| Sector (Financial Services) | 1 of 4 |
| Type (Secondary Buyout) | 1 of 9 |
| State (Maryland) | 1 of 1 |
| Country (United States) | 3 of 16 |
| Year (2013) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-10-08 |
Aimbridge Hospitality
Plano, Texas, United States Aimbridge Hospitality is an independent hotel investment and management firm. Aimbridge Hospitality offers an unrivaled track record of creating and maximizing asset value and holds an enviable position as an exclusive management company approved to operate all brands within the Marriott, Hilton, Hyatt, Starwood, Wyndham, and InterContinental systems as well as their respective newly launched soft brands. Aimbridge Hospitality was founded in 2003 and is based in Plano, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-21 |
Project Pie
Carlsbad, California, United States Project Pie LLC is a casual pizza chain based in Carlsbad, California. |
Buy | - |
