M&A Deal Summary |
|
|---|---|
| Date | 2019-06-03 |
| Target | United Retirement Plan Consultants |
| Sector | Business Services |
| Buyer(s) | Ascensus |
| Sellers(s) | Stonehenge Partners |
| Deal Type | Add-on Acquisition |
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| Category | Company |
|---|---|
| Founded | 1980 |
| Sector | Business Services |
Ascensus is an independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States. The firm delivers technology and expertise to help millions of people save for what matters most retirement, education, and healthcare. Ascensus was formed in 1980 and is based in Dresher, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 39 |
| Sector (Business Services) | 16 of 24 |
| Type (Add-on Acquisition) | 29 of 34 |
| State (Ohio) | 2 of 2 |
| Country (United States) | 30 of 39 |
| Year (2019) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-21 |
Pension Strategies
Phoenix, Arizona, United States Pension Strategies, Inc. is a provider of customized qualified retirement plan consulting, design, and administration for small- to medium-sized businesses. The firm's high-caliber team works closely with clients and advisors to develop creative solutions and meet evolving goals via progressive thinking, exceptional service, and professional teamwork. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-26 |
HR Simplified
Minneapolis, Minnesota, United States HR Simplified, Inc. is a third-party administration (TPA) firm that services consumer-directed health (CDH) plans and provides COBRA administration. HR Simplified, Inc. is based in Minneapolis, Minnesota. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Stonehenge Partners is a private equity firm that seeks equity and mezzanine investments in lower middle-market companies with at least $10 million in sales. Stonehenge looks to invest ranging from $10 million to $50 million of equity/junior capital to support management buyouts, leveraged acquisitions, recapitalizations, and growth capital financings. Stonehenge prefers businesses operating in manufacturing, distribution, business services and healthcare. Stonehenge avoids investing in real estate, oil and gas, high technology and 'industries that are susceptible to a high degree of cyclicality'. Stonehenge was formed in 1999 and is based in Columbus, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 38 |
| Sector (Business Services) | 2 of 3 |
| Type (Add-on Acquisition) | 15 of 17 |
| State (Ohio) | 8 of 8 |
| Country (United States) | 35 of 37 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-01 |
PPM
Newberg, Oregon, United States PPM designs, engineers, and manufactures food processing equipment for a global base of more than 400 packaged food-producing companies around the world. PPM was founded in 1892 and is based in Newberg, Oregon. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-12-04 |
Motion & Flow Control Products
West Sacramento, California, United States Motion & Flow Control Products is a distributor of fluid connectors and fluid power equipment, and instrumentation fittings, seals, and valves throughout the Western United States. Motion & Flow Control Products was founded in 1960 and is based in West Sacramento, California. |
Buy | - |
