Investment Summary |
|
|---|---|
| Date | 2021-07-15 |
| Target | UniVista Insurance |
| Sector | Insurance |
| Investor(s) |
Avance
Everberg Capital |
| Deal Type | Growth Capital |
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Avance Investment Management is a private equity firm focused on acquiring US-based middle-market companies in the services and consumer sectors. Target companies are profitable with $10 to $75 million of EBITDA and up to $250 million in revenue. Prospective situations of interest include founder owned companies looking to transition or management teams seeking a growth partner. Avance Management is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 8 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 1 of 7 |
| State: Florida M&A | 1 of 3 |
| Country: United States M&A | 2 of 7 |
| Year: 2021 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-04-29 |
Wholesale Supplies Plus
Independence, Ohio, United States Wholesale Supplies Plus is a provider of high-quality raw materials, supplies, and packaging for soap, skincare, and candle artisans. The company’s broad product assortment and complementary support enable an expanding artisan community to meet growing consumer demand for authentic, local, and clean label personal products. Wholesale Supplies Plus was founded in 1999 and is based in Independence, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-01-20 |
Opifex-Synergy
Valrico, Florida, United States Opifex-Synergy is a service and equipment provider that offers general equipment and specialty pump rentals with a focus on construction and infrastructure-related equipment, including earthmoving, aerial, compact, material handling, compaction, pumps, and other tools and machinery. |
Buy | - |
Everberg Capital is a private investment firm that looks to partner with family-owned businesses, entrepreneurs, and financial sponsors with capital for acquisition financing, leveraged buyouts, growth opportunities, and recapitalizations. Broad areas of interest include industrials, business services, consumer products/services, and healthcare. Everberg can invest across the capital structure and seeks to commit up to to $350 million per transaction. Everberg Capital was formed in 2019 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 25 |
| Sector: Insurance M&A | 1 of 2 |
| Type: Growth Capital M&A Deals | 7 of 12 |
| State: Florida M&A | 2 of 2 |
| Country: United States M&A | 13 of 23 |
| Year: 2021 M&A | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-28 |
Atlas Vineyard Management
Napa, California, United States Atlas Vineyard Management serves vineyard owners and wineries across California, Oregon, Washington, and Texas. Atlas Vineyard Management’s offerings include vineyard development, vineyard farming, grape sales, and viticulture services. Atlas Vineyard Management was founded in 2012 and is based in Napa, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-10-13 |
Carrus
Lehi, Utah, United States Carrus is a provider of online competency-driven education courses to students throughout the United States and in several foreign countries. Carrus was established in 1992 and is based in Lehi, Utah. |
Buy | - |
