Investment Summary

AVALT Invests In Oakline Holdings

On June 12, 2024, family office AVALT invested in financial services company Oakline Holdings

Investment Highlights
  • This is AVALT’s 1st transaction in the Financial Services sector.
  • This is AVALT’s 1st transaction in Canada.
  • This is AVALT’s 1st transaction in Ontario.

Investment Summary

Date 2024-06-12
Target Oakline Holdings
Sector Financial Services
Investor(s) AVALT
Deal Type Growth Capital

Target

Oakline Holdings

Toronto, Ontario, Canada
Oakline Holdings is a company specializing in the acquisition and management of software businesses. Oakline invests in high-quality vertical SaaS businesses in partnership with management teams so they can not only think and act like an owner but also continue to be one. Oakline Holdings is based in Toronto, Ontario.

Search 214,238 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Investor(S) 1

Investor
DESCRIPTION

AVALT is a family backed private equity firm focused on long-term investments in North American companies operating in the business services, healthcare, consumer products/services, industrials, and TMT sectors. AVALT prefers control investments, but will consider select minority situations and other opportunistic or special situations. The Firm's investment size is $25 to $150 million in businesses with up to $35 million of EBITDA. AVALT was established in 2015 and is headquartered in Boston, Massachusetts.


DEAL STATS #
Overall 7 of 8
Sector: Financial Services M&A 1 of 1
Type: Growth Capital M&A Deals 2 of 2
State: Ontario M&A 1 of 1
Country: Canada M&A 1 of 1
Year: 2024 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-11-01 Ned s Home

Fairfield, New Jersey, United States

Ned's Home provides gutter cleaning, soft wash, and other related, non-discretionary residential services, including gutter maintenance, installation, and repair. Ned's Home was founded in 1965 and is based in Fairfield, New Jersey.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-07-08 Suburban Drywall

Waukesha, Wisconsin, United States

Suburban Drywall is a provider of a complete line of insulation, metal framing, drywall, and painting services for a diversified mix of commercial, multi-family, and residential constructions. Suburban Drywall was founded in 1978 and is based in Waukesha, Wisconsin.

Buy -