M&A Deal Summary

Valent Capital Partners, Anacapa Partners and Argo Management Group Acquire ISI Telemanagement Solutions

On September 14, 2016, search fund Valent Capital Partners, private equity firm Anacapa Partners and private equity firm Argo Management Group acquired software company ISI Telemanagement Solutions

Acquisition Highlights
  • This is Valent Capital Partners’ 1st, Anacapa Partners’ 1st and Argo Management Group’s 2nd transaction in the Software sector.
  • This is Valent Capital Partners’ 1st, Anacapa Partners’ 4th and Argo Management Group’s 4th transaction in the United States.
  • This is Valent Capital Partners’ 1st, Anacapa Partners’ 1st and Argo Management Group’s 1st transaction in Illinois.

M&A Deal Summary

Date 2016-09-14
Target ISI Telemanagement Solutions
Sector Software
Buyer(s) Valent Capital Partners
Anacapa Partners
Argo Management Group
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) Dresner Partners (Financial)

Target

ISI Telemanagement Solutions

Bannockburn, Illinois, United States
ISI Telemanagement Solutions is a provider of unified communications (UC) management solutions to distributors, resellers and direct clients around the world and across various vertical markets, including healthcare, financial services, government, education, professional services and hospitality. ISI helps enterprises turn raw unified communications call data into more accessible, usable, and valuable information. ISI Telemanagement Solutions was founded in 1977 and is based in Bannockburn, Illinois.

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Buyer(S) 3

DESCRIPTION

Valent Capital Partners is a private investment firm dedicated to identifying, investing in, and managing an established business with strong growth prospects. The Firm is focused on a business with $8 to $30 million in revenue and $1 to $6 million of cash flow. Valent Capital Partners is based in Chicago, Illinois.


DEAL STATS #
Overall 1 of 1
Sector: Software M&A 1 of 1
Type: Buyout (LBO, MBO, MBI) M&A Deals 1 of 1
State: Illinois M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2016 M&A 1 of 1
DESCRIPTION

Anacapa Partners is a private investment firm focused on backing search fund investments. Anacapa looks to invest in operating companies that have been identified by principals operating within the search fund business model and the Firm takes an active role in assisting search fund entrepreneurs in all phases of the investment process, including business screening, due diligence, negotiation of deal structure, operating oversight, and exploration of exit strategies. Anacapa doesn't have any industry preferences. Anacapa Partners was formed in 2010 and is headquartered in San Mateo, California.


DEAL STATS #
Overall 4 of 15
Sector: Software M&A 1 of 2
Type: Buyout (LBO, MBO, MBI) M&A Deals 3 of 8
State: Illinois M&A 1 of 1
Country: United States M&A 4 of 10
Year: 2016 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-01-01 Krueger-Gilbert Health Physics

Towson, Maryland, United States

Krueger-Gilbert Health Physics is a diagnostic medical and health physics consulting group. KGHP’s client-focused team of physicists provides critical compliance services to some of the most progressive hospitals, imaging networks, private practices, and research facilities nationwide. Krueger-Gilbert Health Physics was founded in 1987 and is based in Towson, Maryland.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-01 Falcon

Walnut Creek, California, United States

Falcon is a provider of non-emergency ambulance services in the Bay Area. Falcon was founded in 1998 and is based in Walnut Creek, California.

Buy -
DESCRIPTION

Argo Management Group is a private investment partnership that specializes in making equity investments in profitable manufacturing, distribution, and service companies with annual sales of $5 to $30 million. Argo will invest up to $10 million in transactions to support family successions, management buyouts, corporate spin-offs, recapitalizations, and buy & build strategies. Argo has a geographic focus primarily in the Midwestern US and Southern Ontario Canada. Argo Management Group is based in Chicago, Illinois.


DEAL STATS #
Overall 4 of 5
Sector: Software M&A 2 of 3
Type: Buyout (LBO, MBO, MBI) M&A Deals 4 of 5
State: Illinois M&A 1 of 1
Country: United States M&A 4 of 4
Year: 2016 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-08-01 Identity Automation

Houston, Minnesota, United States

Identity Automation is a provider of Identity and Access Management (IAM) software products that help customers automate and manage individual user identities (provisioning and lifecycle management) while providing attribute-based and role-based user authentication, authorization, and access privileges within and across on-premises and cloud-based enterprise systems. Identity Automation was founded in 2004 and is based in Houston, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-17 Oak Patch Gifts

Eugene, Oregon, United States

Oak Patch Gifts LLC is a provider of unique gift and fashion accessory products to independent specialty retailers. Oak Patch Gifts was founded in 1974 and is based in Eugene, Oregon.

Sell -