M&A Deal Summary

Bernhard Capital Partners Acquires Optimum Energy

On June 22, 2023, private equity firm Bernhard Capital Partners acquired software company Optimum Energy

Acquisition Highlights
  • This is Bernhard Capital Partners’ 1st transaction in the Software sector.
  • This is Bernhard Capital Partners’ 17th transaction in the United States.
  • This is Bernhard Capital Partners’ 1st transaction in Washington.

M&A Deal Summary

Date 2023-06-22
Target Optimum Energy
Sector Software
Buyer(s) Bernhard Capital Partners
Deal Type Buyout (LBO, MBO, MBI)
Advisor(s) Cascadia Capital (Financial)

Target

Optimum Energy

Seattle, Washington, United States
Optimum Energy provides proprietary software solutions to optimize the energy consumption of HVAC systems to deliver significant electricity and water savings while reducing carbon emissions. Optimum Energy was founded in 2005 and is based in Seattle, Washington.

Search 214,107 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Buyer(S) 1

DESCRIPTION

Bernhard Capital Partners is a private equity firm focused on acquiring and investing in middle-market services companies. Bernhard Capital Partners was formed in 2013 and is headquartered in Baton Rouge, Louisiana.


DEAL STATS #
Overall 17 of 21
Sector: Software M&A 1 of 1
Type: Buyout (LBO, MBO, MBI) M&A Deals 8 of 10
State: Washington M&A 1 of 1
Country: United States M&A 17 of 21
Year: 2023 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-01 Arena

United States

Arena specializes in the acquisition, integration, engineering, and modernization of digital and physical technology across the space, cyberspace, land, air, and maritime domains.

Buy $100M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-16 SMSI

Albuquerque, New Mexico, United States

SMSI provides expert management and technical consulting services for federal and large industrial clients focused on nuclear programs and projects. SMSI was founded in 1999 and is based in Albuquerque, New Mexico.

Buy -