M&A Deal Summary |
|
|---|---|
| Date | 2017-05-18 |
| Target | Wunderlich Securities |
| Sector | Financial Services |
| Buyer(s) | B. Riley Financial |
| Sellers(s) | Altamont Capital Partners |
| Deal Type | Add-on Acquisition |
| Deal Value | 67M USD |
| Advisor(s) | Keefe, Bruyette, & Woods, Inc. (Financial) Baker, Donelson, Bearman, Caldwell & Berkowitz (Legal) |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Company |
|---|---|
| Founded | 1973 |
| Sector | Financial Services |
| Employees | 2,383 |
| Revenue | 1.6B USD (2023) |
B. Riley Financial is a provider of financial and business advisory services. B. Riley Financial was incorporated in 1973 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 12 |
| Sector (Financial Services) | 1 of 2 |
| Type (Add-on Acquisition) | 2 of 9 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 2 of 11 |
| Year (2017) | 1 of 2 |
| Size (of disclosed) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-05-04 |
United Online
Woodland Hills, California, United States United Online, Inc. is a provider of consumer products and services over the Internet. |
Buy | $170M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-11-09 |
magicJack
West Palm Beach, Florida, United States magicJack is a provider of carrier-class voice over Internet protocol (VoIP) and convergence solutions for fixed and wireless communication service providers. The Company’s main product offering, the magicJack, provides a low-cost alternative to consumers and businesses seeking additional phone lines or local carrier alternatives. magicJack was established in 1989 and is based in West Palm Beach, Florida. |
Buy | $143M |
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 4.5B USD |
| Size | Large |
| Type | Sector Agnostic |
Altamont Capital is a private equity group focused on acquiring US-based middle-market companies. The Firm has a particular interest in companies undergoing a transition, either operational or strategic, in which Altamont believes it can help navigate. Altamont can invest up to $150 million of equity per transaction and looks for businesses with EBITDA up to $100 million. The Firm prefers control transactions and targets a range of transaction types, including corporate carve-outs, build-ups, take-privates, and founder transitions. Sectors of interest include business services, financial services, industrials, healthcare, consumer, retail, restaurants, franchising, and technology. Altamont Partners was formed in 2010 and is based in Palo Alto, California.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 16 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 2 of 8 |
| State (Tennessee) | 1 of 1 |
| Country (United States) | 4 of 15 |
| Year (2017) | 2 of 4 |
| Size (of disclosed) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-03-31 |
The Robert Allen Group
Foxboro, Massachusetts, United States Robert Allen Group is a designer and marketer of decorative fabrics and furnishings to the interior design trade. The Company sells its products under the Beacon Hill, Robert Allen, Robert Allen Contract and Robert Allen @ Home brands. The Company has showroom locations throughout the United States, Canada, and the United Kingdom, and an extensive worldwide agent showroom network. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-01 |
Colorado Boxed Beef
Lakeland, Florida, United States Colorado Boxed Beef is a distributor of refrigerated and frozen products. Company supply to customers with the finest beef, pork, poultry, lamb, veal, seafood, cheese, vegetables, lunch meat, and a variety of dry products. Colorado Boxed Beef was founded in 1975 and is based in Lakeland, Florida. |
Buy | - |
