M&A Deal Summary |
|
|---|---|
| Date | 2024-05-20 |
| Target | SG Homecare |
| Sector | Medical Products |
| Buyer(s) | Balance Point Capital Partners |
| Sellers(s) | Sverica |
| Deal Type | Secondary Buyout |
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| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.7B USD |
| Size | Small |
| Type | Sector Agnostic |
Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 43 of 46 |
| Sector (Medical Products) | 2 of 2 |
| Type (Secondary Buyout) | 5 of 5 |
| State (California) | 6 of 6 |
| Country (United States) | 42 of 44 |
| Year (2024) | 4 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-09 |
JSI
Greenbelt, Maryland, United States JSI is a provider of regulatory and compliance consulting services to telecommunications providers in rural communities across the US. JSI's deep knowledge of the telecom industry and rural broadband markets is a key differentiator benefiting its longstanding client base. The company also provides financial, business management and executive management training services to its client base. JSI was founded in 1962 and is headquartered in Greenbelt, Maryland. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-29 |
Essential Turbines
Dorval, Quebec, Canada Essential Turbines is an aerospace maintenance, repair, and overhaul (MRO) provider with a focus on helicopter and fixed-wing engines. It specializes in the Rolls Royce M250 and RR300 engines, as well as pure-thrust engine modules, components, and accessories. Essential Turbines was founded in 1993 and is based in Dorval, Quebec. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 1.1B USD |
| Size | Large |
| Type | Sector Agnostic |
Sverica Capital Management is a private equity firm that invests in stable or growing, smaller companies with valued less than $150 million. Sverica looks to commit $15 to $50 million per transaction and primarily targets buyout or divestiture situations and avoids businesses in need of restructuring. Broad areas of interest include IT, business services, healthcare, light manufacturing, and industrials. The Firm generally seeks majority control investments, but will also selectively consider minority situations. Sverica Capital Management was formed in 2001 and has offices in Boston and San Francisco.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 28 |
| Sector (Medical Products) | 2 of 2 |
| Type (Secondary Buyout) | 10 of 10 |
| State (California) | 5 of 5 |
| Country (United States) | 23 of 24 |
| Year (2024) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-02-06 |
First Fertility
Avon, Connecticut, United States First Fertility partners with reproductive endocrinology practices across the United States to offer strategic opportunities for independent practices, including: implementing creative growth strategies supporting streamlined operational costs, payer alignment, merger and acquisition plans, marketing, and risk management services. First Fertility was founded in 1998 and is based in Avon, Connecticut. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-10 |
USLCO
Cranberry Township, Pennsylvania, United States USLCO is a developer and manufacturer of thermoplastic composite solutions for a broad range of applications. Primary industries served include the truck trailer, rail transport, intermodal shipping container, and recreational vehicle (RV) markets. USLCO was established in 1990 and is based in Cranberry Township, Pennsylvania. |
Sell | - |
