M&A Deal Summary |
|
---|---|
Date | 2024-05-15 |
Target | Summit Professional Education |
Sector | Education |
Buyer(s) |
Avathon Capital
Monroe Capital |
Sellers(s) | Greybull Stewardship |
Deal Type | Secondary Buyout |
Advisor(s) | Houlihan Lokey (Financial) |
SEARCH BY
Try For Free 7-Day Free Trial
Category | Private Equity Firm |
---|---|
PE ASSETS | 400M USD |
Size | Middle-Market |
Type | Sector Focused |
Avathon Capital is a private investment firm focused on majority or minority investments in mid-sized US-based companies. The Firm is a generalist investor and seeks businesses with clear growth opportunities and strong product/market fit. Avathon looks to commit $10 to $50 million per transaction. Avathon Capital is headquartered in Chicago, Illinois.
DEAL STATS | # |
---|---|
Overall | 10 of 10 |
Sector (Education) | 10 of 10 |
Type (Secondary Buyout) | 1 of 1 |
State (Tennessee) | 1 of 1 |
Country (United States) | 10 of 10 |
Year (2024) | 2 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-01-31 |
Magical Beginnings
Middleton, Massachusetts, United States Magical Beginnings provides high-quality, education-based programs for children ranging from infants through pre-K. Magical Beginnings was founded in 1990 and is based in Middleton, Massachusetts. |
Buy | - |
Category | Lender |
---|---|
Founded | 2004 |
PE ASSETS | 14.1B USD |
Size | Mega |
Type | Sector Agnostic |
Monroe Capital is a provider of senior and junior debt and equity co-investments to middle-market companies in the US and Canada. Investment types include unitranche financings, cash flow and enterprise value based loans, asset based loans, acquisition facilities, mezzanine debt, second lien or last-out loans and equity co-investments. Monroe Capital is a generalist investor and will consider companies in the healthcare, technology, media, retail, consumer sectors. Monroe Capital was formed in 2004 and is based in Chicago.
DEAL STATS | # |
---|---|
Overall | 111 of 115 |
Sector (Education) | 2 of 2 |
Type (Secondary Buyout) | 14 of 14 |
State (Tennessee) | 6 of 6 |
Country (United States) | 110 of 114 |
Year (2024) | 8 of 12 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-05-09 |
Open Source Controls
Nashville, Tennessee, United States Open Source Controls is a systems integration and full-service controls company dedicated to bringing cutting-edge yet functional technology advantages to building owners and operators. It partners with property owners, property managers, facilities staff, engineering firms, mechanical contractors, school districts, churches, industrial groups, and government entities to offer a broad range of customized solutions to building automation. Open Source Controls is based in Nashville, Tennessee. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-08-09 |
Sunstates Security
Raleigh, North Carolina, United States Sunstates Security provides security services to a diverse set of attractive end markets. The Company offers a variety of security solutions, including uniformed officers, access control, reception & concierge, monitoring and emergency response to a network of clients across the US. Sunstates Security was founded in 1998 and is based in Raleigh, North Carolina. |
Buy | - |
Greybull Stewardship is a private investment firm focused on majority or minority investments in small companies. The Firm targets profitable businesses with $500K to $5 million of pre-tax profits. Greybull does not have any sector preferences and will consider opportunities throughout the US. Greybull Stewardship was formed in 2010 and is based in Cody, Wyoming.
DEAL STATS | # |
---|---|
Overall | 7 of 8 |
Sector (Education) | 2 of 3 |
Type (Secondary Buyout) | 1 of 1 |
State (Tennessee) | 1 of 1 |
Country (United States) | 7 of 8 |
Year (2024) | 1 of 2 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-03-27 |
Pogo Pass
American Fork, Utah, United States Pogo Pass is a provider of individual and family memberships to access a variety of local entertainment and educational options, including zoos, water parks, amusement parks, museums, sporting events, and family entertainment centers. Pogo Pass was founded in 2012 and is based in American Fork, Utah. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2024-08-07 |
Real Estate Institute
Niles, Illinois, United States Real Estate Institute provides continuing education for real estate, mortgage, insurance, and legal professionals. The company has provided high-quality professional education to more than 195,000 alumni nationwide. Real Estate Institute was founded in 1992 and is based in Niles, Illinois. |
Sell | - |