Investment Summary |
|
|---|---|
| Date | 2024-11-13 |
| Target | Reservoir Communications Group |
| Sector | Business Services |
| Investor(s) |
Avante Capital Partners
Periscope Equity |
| Deal Type | Growth Capital |
| Advisor(s) | Clearsight Advisors (Financial) Pillsbury Winthrop Shaw Pittman (Legal) |
SEARCH BY
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2009 |
| Size | Small |
| Type | Sector Agnostic |
Avante Mezzanine Partners is a provider of junior capital to lower middle-market companies generating at least $3 million in cash flow. The Firm looks to invest $5 to $20 million per transaction and generally works with private equity and independent sponsors in buyout transactions, as well as with entrepreneurs and owners to finance recapitalizations, refinancings, acquisitions and growth. Avante Mezzanine was formed in 2009 and has offices in Los Angeles and Boston.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 50 |
| Sector: Business Services M&A | 7 of 8 |
| Type: Growth Capital M&A Deals | 16 of 18 |
| State: District of Columbia M&A | 1 of 1 |
| Country: United States M&A | 48 of 50 |
| Year: 2024 M&A | 5 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-23 |
RiseNow
Leawood, Kansas, United States RiseNow is a strategy design and execution firm that builds and powers ground-breaking procurement and supply chain practices. RiseNow focusing on talent and operating models that not only support but actively transform day-to-day work. RiseNow was founded in 2010 and is based in Leawood, Kansas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-09 |
Unison Therapy Services
Walnut Creek, California, United States Unison Therapy Services is a provider of therapy services for children with developmental and speech delays, autism, social and emotional developmental needs, and behavioral challenges. Unison Therapy Services was founded in 1989 and is based in Walnut Creek, California. |
Sell | - |
Periscope Equity is a private equity firm focused on acquiring lower middle-market tech-enabled business services companies. Periscope pursues companies valued up to $40 million with $10 to $100 million in revenue. Specific areas of interest include healthcare services, marketing services, business process outsourcing, SaaS, and security services. Periscope Equity was formed in 2012 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 16 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Growth Capital M&A Deals | 8 of 8 |
| State: District of Columbia M&A | 1 of 1 |
| Country: United States M&A | 15 of 16 |
| Year: 2024 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-04-10 |
eHouse Studio
Charleston, South Carolina, United States eHouse Studio is an e-commerce agency and Shopify Plus Partner offers comprehensive e-commerce services tailored for mid-market and enterprise organizations. eHouse Studio is based in Charleston, South Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-19 |
Reptrak
Boston, Massachusetts, United States Reptrak is a cloud-based corporate reputation intelligence platform providing trusted data and insights about a company’s corporate reputation and other intangible assets by measuring how stakeholders feel, think, and act toward the company. Reptrak was founded in 2004 and is based in Boston, Massachusetts. |
Buy | - |
