M&A Deal Summary |
|
|---|---|
| Date | 2024-02-20 |
| Target | DocuPhase |
| Sector | Software |
| Buyer(s) |
Aquiline Capital Partners
Level Equity |
| Sellers(s) | LoneTree Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Leonis Partners (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 10.4B USD |
| Size | Mega |
| Type | Sector Focused |
Aquiline Capital Partners is a private equity firm that targets investments in the financial services sector. The Firm specifically invests in risk-bearing and services enterprises in industries such as property and casualty insurance, specialty finance, securities, asset management, life insurance and transaction processing. Aquiline Capital was formed in 2005 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 70 of 72 |
| Sector: Software M&A | 13 of 13 |
| Type: Secondary Buyout M&A Deals | 16 of 17 |
| State: Florida M&A | 2 of 2 |
| Country: United States M&A | 52 of 53 |
| Year: 2024 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-05 |
Health Prime International
National Harbor, Maryland, United States Health Prime International is a provider of practice management and revenue cycle management solutions for medical practices across the US. Company provides platform-agnostic revenue cycle management (RCM), electronic health record (EHR), transcription, and practice management services to medical practices across the US. Health Prime International was founded in 2003 and is based in National Harbor, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-26 |
TIS
Berlin, Germany TIS offers a SaaS platform that helps corporations manage payments and cash flows. Finance and treasury teams use this platform to improve cash visibility, compliance, and bank connectivity. TIS is based in Berlin, Germany. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Level Equity Management LLC is a private investment firm focused on providing equity and structured capital to growth businesses. Sectors of interest include e-commerce, healthcare services, IT, internet software, and media. Level Equity Management was formed in 2009 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 62 of 64 |
| Sector: Software M&A | 20 of 21 |
| Type: Secondary Buyout M&A Deals | 9 of 9 |
| State: Florida M&A | 4 of 4 |
| Country: United States M&A | 53 of 54 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-17 |
Upshop
Tampa, Florida, United States Upshop is a provider of a Software as a Service (SaaS) platform designed to streamline forecasting, ordering, production, and inventory optimization processes for food retailers. The unified platform simplifies and enhances associate tasks, fostering smarter and more interconnected operations across fresh, center-aisle, direct store delivery, and eCommerce departments. Upshop was founded in 1989 and is based in Tampa, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-29 |
Accelo
Denver, California, United States Accelo is a SaaS-based workflow automation platform for CRM, project management, invoicing, and contract/retainer management. The company targets professional services organizations in verticals including advertising, tech/MSP, consultancies, and accounting. Accelo was founded in 2009 and is based in Denver, Colorado. |
Sell | - |
LoneTree is a growth-focused private capital firm that provides operational and M&A support alongside flexible capital to accelerate revenue growth. The Firm looks to commit $10 to $75 million in business generating $5 to $30 million in revenue. LoneTree Capital's areas of interest include software, digital infrastructure, healthcare IT services, business, and consumer services, and financial technology/specialty finance. LoneTree Capital was founded in 2021 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Software M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 2 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-04 |
Synergy Pet Group
Lakewood, New Jersey, United States Synergy Pet Group is a veterinary care/pet prescription discount plan in North America and also offers pet insurance and veterinary software. Synergy Pet Group was founded in 1995 and is based in Lakewood, New Jersey. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-01 |
AllPaid
Indianapolis, Indiana, United States AllPaid is a secure, single-source payments platform for local government agencies and municipalities serving thousands of government customers in the United States. AllPaid was founded in 1997 and is based in Indianapolis, Indiana. |
Buy | - |
