Investment Summary |
|
|---|---|
| Date | 2024-02-19 |
| Target | Agilio Software |
| Sector | Software |
| Investor(s) |
TA Associates
Five Arrows |
| Sellers(s) | August Equity |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1968 |
| PE ASSETS | 65.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
TA Associates is a private equity firm that targets investments in middle-market and large companies around the world. TA will consider control or minority investments in profitable companies and looks to commit between $70 and $500 million per transaction. TA proactively reaches out to companies directly in sourcing potential investment opportunities. Prospective businesses are generally valued between $100 million and $3 billion. Areas of interest include technology, software, communications, financial services, healthcare, business services, semiconductors/electronics, and consumer products/services. In addition to investing equity capital, TA also makes subordinated debt investments. TA's geographic preference is North America, Asia/Pacific, and Europe. TA Associates was formed in 1968 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 362 of 374 |
| Sector: Software M&A | 86 of 89 |
| Type: Secondary Buyout M&A Deals | 68 of 74 |
| Country: United Kingdom M&A | 16 of 16 |
| Year: 2024 M&A | 3 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-09 |
PMA Financial Network
Naperville, Illinois, United States PMA Financial Network is a provider of cash and fixed income investment management services, administration, distribution, advisory, financial planning (asset/liability management), and broker-dealer services, for public finance entities and local government investment pools (LGIPs). PMA Financial Network was founded in 1984 and is headquartered in Naperville, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-05 |
AGA Benefit Solutions
Westmount , Quebec, Canada AGA Benefit Solutions develops and administer tailor-made group insurance plans. AGA Benefit Solutions was founded in 1978 and is based in Westmount, Quebec. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| PE ASSETS | 24.0B EUR |
| Size | Mega |
| Type | Sector Agnostic |
Five Arrows Principal Investments is a mid-cap investor in Western European companies. Five Arrows can invest across the capital structure (equity, equity-linked, mezzanine, convertible debt) and generally focused on primary or secondary buyouts, growth financings, and balance sheet restructurings. The Group does not have any sector preferences, but typically looks for businesses with high barriers to entry and predictable earnings. Five Arrows can commit €30 to €400 million per investment. Five Arrows is a unit of Rothschild Bank. The Group has offices in Paris, Luxembourg, and London.
| DEAL STATS | # |
|---|---|
| Overall | 53 of 58 |
| Sector: Software M&A | 10 of 11 |
| Type: Secondary Buyout M&A Deals | 32 of 36 |
| Country: United Kingdom M&A | 13 of 14 |
| Year: 2024 M&A | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-10-30 |
CBA
Avignon, France CBA is a provider of billing and patient management software for private sector nurses in France with more than 28,000 subscribers. CBA's software is essential to the daily activities of private sector nurses and covers both medical functions (e.g. patient management, remote transmission of patient records to social security) as well as administrative functions (e.g. scheduling, accounting, health insurance payment collection). CBA was founded in 1986 and is based in Avignon. France. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-25 |
n2y
Huron, Ohio, United States n2y is a developer of education curricula and teaching materials for K-12 students with special needs. n2y offers its products to teachers and school administrators through a cloud-based subscription platform. n2y’s core products include Unique Learning System, a standards-based curriculum program designed specifically for students with special needs; news-2-you, a weekly current events newspaper; and SymbolStix, a symbol-based language used in learning materials. n2y was founded in 1997 and is based in Huron, Ohio. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 350M GBP |
| Size | Middle-Market |
| Type | Sector Agnostic |
August Equity is a private equity firm that provides capital for management buyouts, buy-ins, growth financings, and recapitalizations of small and medium-sized UK-based companies. August Equity targets growth companies with strong cash-flow operating within four sectors. These include healthcare, media/technology, industrial products and services, and consumer products and services. August Equity looks to commit £10 to £50 million per transaction. August Equity was formed in 2001 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 30 |
| Sector: Software M&A | 3 of 3 |
| Type: Secondary Buyout M&A Deals | 13 of 13 |
| Country: United Kingdom M&A | 29 of 29 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-23 |
StarTraq
Banbury, United Kingdom StarTraq is a provider of offence processing software. It has long standing relationships with police and local authorities in the UK, and a growing international footprint. It provides cloud solutions that automate back-office processes including the processing of traffic violations, permit offences, permit applications, and environmental offences. StarTraq was formed in 1999 and is based in Banbury, United Kingdom. |
Buy | - |
