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’ 12th 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 LLC (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 201,292 Deals Now

SEARCH BY

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

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Bernhard Capital Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2013
Size Small
Type Sector Agnostic
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 12 of 14
Sector (Software) 1 of 1
Type (Buyout (LBO, MBO, MBI)) 4 of 6
State (Washington) 1 of 1
Country (United States) 12 of 14
Year (2023) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-05-08 Duotech Services

Franklin, North Carolina, United States

Duotech Services is an aerospace and defense company provider of repair and sustainment services for radar and military aircraft related systems as well as proprietary radar products, with unique expertise supporting and extending the useful life of legacy systems. Duotech Services was founded in 1982 and is based in Franklin, North Carolina.

Buy -
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 -
Mergr

Product

Company

Legal