M&A Deal Summary |
|
|---|---|
| Date | 2016-07-20 |
| Target | Community & Southern Holdings |
| Sector | Financial Services |
| Buyer(s) | Bank OZK |
| Sellers(s) |
MSouth Equity Partners
Lightyear Capital |
| Deal Type | Merger |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1903 |
| Sector | Financial Services |
| Employees | 3,028 |
| Revenue | 1.7B USD (2024) |
Bank OZK is a regional bank. Bank of the Ozarks conducts operations through 254 offices in Arkansas, Georgia, Florida, North Carolina, Texas, Alabama, South Carolina, California, New York, and Mississippi. Bank OZK was incorporated in 1903 and is based in Little Rock, Arkansas.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Financial Services M&A | 4 of 4 |
| Type: Merger M&A Deals | 1 of 1 |
| State: Georgia M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-08-05 |
Bank of the Carolinas
Mocksville, North Carolina, United States Bank of the Carolinas Corp. is a provider of financial services. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 2.2B USD |
| Size | Large |
| Type | Sector Agnostic |
MSouth Equity Partners is a private equity firm focused on mid-sized company investments and acquisitions valued between $25 and $250 million. The Firm prefers opportunities in Southern US and looks to commit $25 to $100 million per transaction. Sectors of interest include distribution, business services, media, telecom, and specialty manufacturing. MSouth is the successor to private equity firm, Cravey, Green & Wahlen, Inc. which was founded in 1984. MSouth Equity Partners is based in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 36 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Merger M&A Deals | 2 of 2 |
| State: Georgia M&A | 8 of 16 |
| Country: United States M&A | 14 of 36 |
| Year: 2016 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-05-16 |
Southern Home Services
Maitland, Florida, United States Southern Home Services is a residential home services provider, specializing in HVAC, plumbing and electrical maintenance, service & replacement. Southern operates multiple brands throughout central Florida, North Carolina, and Texas. Southern Home Services was founded in 2016 and is based in Maitland, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-17 |
USA TV MidAmerica
Atlanta, Georgia, United States USA TV MidAmerica is a company focused on acquiring local broadcast television stations in attractive, mid-tier markets in the U.S. USA TV MidAmerica currently manages six stations that have entrenched market-leading positions in cities with attractive underlying economic fundamentals. Collectively, the USA TV MidAmerica stations reach nearly two million people daily. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 4.1B USD |
| Size | Large |
| Type | Sector Focused |
Lightyear Capital is a specialist private equity firm that pursues brand-name businesses in the financial services sector. Lightyear looks for companies with stable, recurring revenues that operate in growing markets. Transaction strategies include leveraged buyouts, recapitalizations, restructurings and consolidations. Lightyear Capital was formed in 2000 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 31 |
| Sector: Financial Services M&A | 6 of 13 |
| Type: Merger M&A Deals | 1 of 2 |
| State: Georgia M&A | 2 of 2 |
| Country: United States M&A | 14 of 25 |
| Year: 2016 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-01-26 |
Osaic
Scottsdale, Arizona, United States Osaic provides comprehensive broker-dealer services, technology, and advisory programs through its four registered broker-dealers and Registered Investment Advisors. Osaic was founded in 1999 and is based in Scottsdale, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-21 |
Yadkin Financial
Raleigh, North Carolina, United States Yadkin Financial Corporation is the holding company for Yadkin Bank, a full-service statechartered community bank providing services in 100 branches across North Carolina and upstate South Carolina. Serving approximately 130,000 customers, Yadkin has assets of $7.5 billion. Yadkin Bank's primary business is providing banking, mortgage, investment and insurance services to residents and businesses across the Carolinas. Yadkin Bank provides mortgagelending services through its mortgage division, Yadkin Mortgage, headquartered in Winston-Salem, NC. |
Sell | $1.4B |
