Investment Summary |
|
|---|---|
| Date | 2019-06-10 |
| Target | AEGIS Hedging |
| Sector | Software |
| Investor(s) |
Baird Capital
Trilantic North America Greenbelt Capital Partners |
| Deal Type | Growth Capital |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 3.1B USD |
| Size | Large |
| Type | Sector Agnostic |
Baird Capital Partners (BCP) is the US private equity arm of Baird Private Equity. BCP makes investments in middle-market companies based in the US. BCP targets companies valued between $25 and $125 million and looks to invest between $15 and $35 million of equity per transaction. BCP focuses on three primary areas including business services (transaction processing, process outsourcing, professional services), healthcare (outsourcing services, medical products, contract manufacturing), and manufactured products (industrial/commercial, specialty consumer, distribution). BCP is affiliated with Baird Capital Partners Europe, Baird Capital Partners Asia, Baird Venture Partners, and Granville Baird Capital Partners. Baird Capital Partners is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 63 of 75 |
| Sector (Software) | 4 of 5 |
| Type (Growth Capital) | 12 of 17 |
| State (Texas) | 4 of 4 |
| Country (United States) | 52 of 63 |
| Year (2019) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-06 |
Hopebridge
Kokomo, Indiana, United States Hopebridge provides personalized, comprehensive outpatient Applied Behavior Analysis (ABA), occupational, speech, and feeding therapies for children with an autism spectrum disorder or affected by other behavioral, physical, social, communication, and sensory challenges. Hopebridge was founded in 2005 and is based in Kokomo, Indiana. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-04 |
Kason
Millburn, New Jersey, United States Kason Corp. is a manufacturer of screening and processing equipment for bulk solid materials and slurries including a complete line of vibratory, centrifugal, and static screening equipment for solids/solids and solids/liquids separations as well as a complete line of circular vibratory fluid bed dryers, coolers and moisturizers, and static sieves. Kason was founded in 1967 and is based in Millburn, New Jersey. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 9.7B USD |
| Size | Mega |
| Type | Sector Agnostic |
Trilantic North America is a mega-sized private equity firm focused on opportunities throughout North America. Trilantic generally invests in large businesses with 'strong market positions, unique franchises, secure and growing market niches or distinctive products and services that command premium prices'. Sectors of interest include business services, consumer, energy, and financial services. The Firm's target investment size is $50 to $300 million in companies valued up to $1 billion. Transaction situations of interest include management buyouts, recapitalizations, growth capital financings, divestitures, new platforms, and generational transfers. Trilantic North America was formed in 2009 through the spin-off of Lehman Brothers' private equity business. The Firm is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 55 |
| Sector (Software) | 1 of 1 |
| Type (Growth Capital) | 8 of 17 |
| State (Texas) | 9 of 9 |
| Country (United States) | 34 of 53 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-12-01 |
Elephant Oil & Gas
Dallas, Texas, United States Elephant Oil & Gas is an independent energy company focused on the identification and development of emerging oil and gas resource plays in the continental United States. The Elephant management team is building on Elephant’s successful history of applying cutting edge technology to unlock value in the petroleum industry’s upstream sector. Elephant Oil & Gas is based in Dallas, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-08 |
Home Franchise Concepts
Irvine, California, United States Home Franchise Concepts is a franchisor in the home services category and parent company to franchise brands Budget Blinds®, Tailored Living® and Concrete Craft™. Home Franchise Concepts was founded in 2006 and is based in Irvine, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2021 |
| PE ASSETS | 5.5B USD |
| Size | Middle-Market |
| Type | Sector Focused |
Greenbelt Capital Partners is a specialist investment firm focused on the energy sector. The Firm typically seeks control investments, and commits $50 to $150 million per transaction. Greenbelt considers a variety of transaction types, including management buyouts, generational transitions, recapitalizations, and growth equity. Greenbelt Capital Partners was founded in 2021 and is headquartered in Austin, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 11 |
| Sector (Software) | 1 of 1 |
| Type (Growth Capital) | 1 of 6 |
| State (Texas) | 2 of 3 |
| Country (United States) | 4 of 11 |
| Year (2019) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-04-01 |
DJR Energy
Denver, Colorado, United States DJR Energy is an exploration and production company focused on developing oil and gas resources. DJR Energy was founded in 2002 and is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
Intersect Power
Beaverton, Oregon, United States Intersect Power is a clean energy company bringing innovative and scalable low-carbon solutions to its customers in retail and wholesale energy markets. Intersect Power develops some of the world's largest clean energy resources providing low-carbon electricity, fuels, and related products to customers across North America. Intersect Power was founded in 2016 and is based in Beaverton, Oregon. |
Buy | - |
