Investment Summary |
|
|---|---|
| Date | 2012-05-03 |
| Target | EverBank |
| Sector | Financial Services |
| Sellers(s) |
Lovett Miller & Co.
Arena Capital Partners Diamond Castle Holdings Sageview Capital aPriori Capital Partners TPG New Mountain Capital |
| Deal Type | IPO |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 175M USD |
| Size | Small |
| Type | Sector Agnostic |
Lovett Miller & Co. is a private equity firm that provides growth and shareholder liquidity capital to high-growth privately held companies located in the Southeast US and Texas. Lovett Miller looks for businesses generating sales of $1 to $50 million and can commit up to $15 million per transaction. Areas of interest include technology products and services, healthcare services and devices, business services, consumer and retail, and financial services. The Firm prefers minority positions. Lovett Miller is based in Jacksonville, Florida with an additional office in Tampa.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 17 |
| Sector: Financial Services M&A | 1 of 2 |
| Type: IPO M&A Deals | 3 of 3 |
| State: Florida M&A | 1 of 4 |
| Country: United States M&A | 12 of 17 |
| Year: 2012 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-25 |
Sigma International General Medical Apparatus
Medina, New York, United States Designs and Manufactures Smart Infusion Pumps for Hospitals. |
Sell | $259M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-10-01 |
MED3OOO
Pittsburgh, Pennsylvania, United States MED3000, Inc. provides healthcare management, operations, and information technology services for physicians, hospitals, employers, government, and payer clients in the United States. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Arena Capital Partners is a private investment firm that targets smaller middle-market service oriented companies. The firm looks to support growth and expansion strategies in businesses generating sales up to $75 million and valued less than $50 million. Areas of interest include communications services, consumer goods and services, education and training, financial services and information services. Arena Captial Partners was formed in 1997 and is based in New York City. It's current investment status is unknown.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 5 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 4 of 5 |
| Year: 2012 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-05-01 |
EverBank
Jacksonville, Florida, United States EverBank provides full-service, nationwide banking and lending services to consumer, commercial and institutional clients through a variety of channels, including online, its Florida-based financial centers and at other business offices throughout the country. EverBank is based in Jacksonville, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-19 |
TPx Communications
Austin, Texas, United States TPx Communications is a provider of UCaaS, Managed IT services and Managed Connectivity services, with approximately 30,000 customers and 53,000 customer locations across the U.S. TPx customers serve every business sector and include many government and not-for-profit enterprises. TPx Communications was established in 1998 and is based in Austin, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Diamond Castle Holdings is a private equity firm that makes leveraged buyout, recapitalization, growth capital, and equity-like investments companies. Diamond Castle Holdings invests in energy & power, financial services, and healthcare sectors. Diamond Castle was formed in 2004 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 7 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 2 of 6 |
| Year: 2012 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2011-10-03 |
YORK Label
Omaha, Nebraska, United States YORK Label, Inc. is a supplier of high-end pressure-sensitive label solutions and operates flexographic label printing facilities in North America. |
Sell | $356M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-04-17 |
Managed Health Care Associates
Florham Park, New Jersey, United States Managed Health Care Associates, Inc. is a health care services and technology company. MHA offers a variety of services to pharmaceutical manufacturers selling to the LTC industry, including contract administration, marketing, and continuing education. Managed Health Care Associates was formed in 1989 and is based in Florham Park, New Jersey. |
Sell | $1.0B |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Sageview Capital is a private investment firm focused on minority investments in financial services, technology, and business services companies. Sageview looks to invest $20 to $100 million per transaction to support growth, provide acquisition financing, or fund shareholder liquidity needs. Target companies typically possess proven business models, strong management, opportunities for growth, and defensible market positions. Sageview Capital was formed in 2005 and has offices in Palo Alto, California and Greenwich, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 18 |
| Sector: Financial Services M&A | 2 of 4 |
| Type: IPO M&A Deals | 5 of 8 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 5 of 15 |
| Year: 2012 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-30 |
Unit4
Sliedrecht, Netherlands Unit4 is a global cloud-focused business software company aimed at helping dynamic public sector and commercial services organizations to embrace change simply, quickly and cost effectively in a market sector it calls 'Businesses Living IN Change' (BLINC)™. UNIT4 incorporates a number of the world’s leading change embracing software brands including Agresso, the flagship ERP suite for mid-sized services intensive organizations; Coda, the best-of-class financial management software; and FinancialForce.com, the cloud applications company formed with investment from Salesforce.com. Unit4 was founded in 1980 and is based in Sliedrecht, Netherlands. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-06-27 |
GlobeOp Financial Services S.A.
London, United Kingdom GlobeOp Financial Services S.A. is a provider of specialized middle and back office, administration and risk measurement services to hedge funds and other financial institutions. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1985 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
aPriori Capital Partners (formerly DLJ Merchant Banking Partners) is a middle-market private equity firm focused on middle-market buyouts in the US and Europe. Sectors of interest include healthcare, retail, consumer, energy, business services, and industrial. aPriori was originally established in 1985 and has offices in New York and Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 51 |
| Sector: Financial Services M&A | 3 of 5 |
| Type: IPO M&A Deals | 5 of 7 |
| State: Florida M&A | 2 of 3 |
| Country: United States M&A | 30 of 38 |
| Year: 2012 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-05-02 |
Fougera Pharmaceuticals
Melville, New York, United States Fougera Pharmaceuticals Inc. operates two primary divisions in the US focused on specialty pharmaceuticals in dermatology: Fougera, its generic dermatology medicines business, and PharmaDerm, its branded dermatology business. Founded in 1849, the Fougera division is the leading manufacturer and distributor of a wide range of topical products. The PharmaDerm division is dedicated to developing and commercializing novel prescription products to treat diseases and conditions of the skin – the largest organ of the human body. |
Sell | $1.5B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-05-20 |
Warner Chilcott
Ardee, Ireland Warner Chilcott is a global specialty pharmaceutical company currently focused on the gastroenterology, women's healthcare, dermatology and urology segments of the North American and Western European pharmaceuticals markets. |
Sell | $8.5B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 296.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TPG Capital is a global, mega-sized private investment firm that manages a family of funds focused on private equity, real estate, venture capital, public equity and debt investing. TPG invests in opportunities across a broad range of industries and geographies. TPG generally seeks to invest in established businesses that can benefit from the Firm's operational experience and connections. Industries of interest include consumer, retail, healthcare, industrials, digital media, natural resources, energy, real estate, technology, and software. TPG was formerly known as Texas Pacific Group and was originally established in 1992 by David Bonderman, James Coulter and William Price. The Firm is based in Forth Worth, Texas with additional offices in Europe, Asia, and Australia.
| DEAL STATS | # |
|---|---|
| Overall | 84 of 277 |
| Sector: Financial Services M&A | 5 of 17 |
| Type: IPO M&A Deals | 23 of 82 |
| State: Florida M&A | 3 of 8 |
| Country: United States M&A | 62 of 199 |
| Year: 2012 M&A | 6 of 15 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-05-03 |
Parkway
Houston, Texas, United States Parkway, Inc. is an independent, publicly traded, self-managed real estate investment trust (“REIT”) that owns and operates high-quality office properties located in attractive submarkets in Houston, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-05-09 |
GoIndustry DoveBid
London, United Kingdom GoIndustry DoveBid, plc is a global provider of surplus asset management, auction and valuation services. |
Sell | $31M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 55.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
New Mountain Capital is a private investment firm focused on investment in public and private companies in a variety of industries. New Mountain generally invests $100 to $500 million per transaction and looks for businesses with strong market positions and high barriers to entry. New Mountain also prefers businesses that succeed in both good and bad economies. Sectors of interest include education, healthcare, business services, federal IT services, media, software, consumer products, logistics, financial services and technologies, and energy. New Mountain Capital was formed in 1999 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 53 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: IPO M&A Deals | 3 of 5 |
| State: Florida M&A | 2 of 4 |
| Country: United States M&A | 8 of 50 |
| Year: 2012 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-04-07 |
AmWINS
Charlotte, North Carolina, United States AmWINS is a distributor of insurance products, provides property and casualty products, group insurance programs, and administrative services to retail insurance agents. It provides brokerage services in the areas of property, casualty, financial risk, auto, construction, environmental, healthcare, life sciences, and public entity. AmWINS was founded in 1998 and is based in Charlotte, North Carolina. |
Buy | $1.3B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-10-01 |
ABB Optical Group
Coral Springs, Florida, United States ABB Optical Group is a distributor of optical products in the United States. The company supplies nearly two-thirds of eye care professionals across the country with brand name contact lenses, fully customizable gas permeable and custom specialty soft contact lenses, ophthalmic lenses and more. ABB Optical Group was founded in 1989 and is headquartered in Coral Springs, Florida. |
Buy | - |
