Investment Summary

Berkshire Partners Invests In EP Wealth Advisors

On September 30, 2020, private equity firm Berkshire Partners invested in business services company EP Wealth Advisors

Investment Highlights
  • This is Berkshire Partners’ 6th transaction in the Business Services sector.
  • This is Berkshire Partners’ 74th transaction in the United States.
  • This is Berkshire Partners’ 10th transaction in California.

Investment Summary
Date 2020-09-30
Target EP Wealth Advisors
Sector Business Services
Investor(s) Berkshire Partners
Deal Type Stake Purchase

Target

EP Wealth Advisors

Torrance, California, United States
EP Wealth Advisors is a fee-only registered investment adviser and financial planning firm manages more than $4 billion in AUM as of March 31, 2019, and provides client-centric financial planning and investment management services to individuals and businesses. EP Wealth Advisors was founded in 2004 and is based in Torrance, California.

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Investor(S) 1

Investor

Berkshire Partners

Boston, Massachusetts, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1984
PE ASSETS 16.0B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

Berkshire Partners is a private equity firm focused on investing in businesses with strong management and that lead their respective markets. Berkshire will consider investments in both public and private companies. Prospective transactions for private companies include leveraged buyouts, recapitalizations, growth capital financings, and privatizations. Public company transactions include take-privates, PIPEs, and equity stakes. Berkshire generally looks to invest $150 to $500 million of equity capital per transaction in companies valued up to $2 billion. Sectors of interest include industrial manufacturing, consumer products, retailing, transportation, communications and business services. Berkshire Partners was formed in 1984 and is based in Boston, Massachusetts.

DEAL STATS #
Overall 85 of 100
Sector (Business Services) 6 of 7
Type (Stake Purchase) 10 of 10
State (California) 10 of 10
Country (United States) 74 of 88
Year (2020) 5 of 7
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-09-09 El Dorado Foods

Boston, Massachusetts, United States

El Dorado Foods is a platform to invest in and build a portfolio of Latin-inspired food and beverage brands. El Dorado Foods is based in Boston, Massachusetts.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-10-19 Vital Care

Brentwood, Tennessee, United States

Vital Care is a franchisor of home infusion services. Vital Care serves the medical needs of a wide range of patients, including those with chronic and acute conditions. Home infusion therapy involves the intravenous or subcutaneous administration of drugs or biologicals to patients at home. Vital Care was founded in 1986 and is based in Brentwood, Tennessee.

Buy -
Mergr

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