M&A Deal Summary |
|
|---|---|
| Date | 2023-03-01 |
| Target | Mediant |
| Sector | Financial Services |
| Buyer(s) | BetaNXT |
| Sellers(s) |
Argentum Capital Partners
First Analysis R.R. Donnelley & Sons |
| Deal Type | Add-on Acquisition |
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BetaNXT provides back-office processing solutions to the wealth management industry, including securities processing and tax reporting. BetaNXT is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 2 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 1 of 2 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-23 |
Delta Data
Columbus, Georgia, United States Delta Data is a provider of data governance and operational processing software for mutual fund securities and other pooled investment products that helps clients solve compliance mandates, mitigate risk and reduce costs. Delta Data was founded in 1985 and is based in Columbus, Georgia. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 400M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Argentum Capital Partners is a private equity firm focused on investing in small to mid-sized companies with proven business models and the ability to become market leaders. Prospective transaction situations include growth capital financing, management buyouts, platform acquisitions, and recapitalization. The firm typically takes minority positions, except in the case of management buyouts. Industry sectors of interest include business services, healthcare, and technology. Argentum generally prefers opportunities located in the Eastern US, but will consider companies across the US. Argentum Capital Partners was formed in 1988 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 41 of 47 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 28 of 32 |
| State: New York M&A | 4 of 5 |
| Country: United States M&A | 39 of 45 |
| Year: 2023 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-27 |
Resonate
Reston, Virginia, United States Resonate is a SaaS-based provider of real-time consumer insights, data, and media activation and offers the single source of in-depth proprietary profiles on 200M+ US adult consumers. Resonate was founded in 2008 and is based in Reston, Virginia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-21 |
WarrCloud
St. Louis, Missouri, United States WarrCloud is a provider of technology-enabled auto warranty processing services. WarrCloud’s innovative technology streamlines and automates the warranty claim creation and submission process, thereby decreasing manual tasks, reducing errors, and accelerating cash collections by dealers. WarrCloud is based in St. Louis, Missouri. |
Buy | - |
| Category | Venture Capital Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 800M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
First Analysis is a financial advisory and investment firm. First Analysis' private equity arm targets investments in growth companies at all stages of development. The Group looks for opportunities based primarily in the US and can commit up to $10 million of equity per transaction. Sectors of particular interest include outsourced services, (business/government services, education, environmental services, healthcare services, marketing services); information technology, (business integration, call centers, healthcare IT, network security, open source, sensor systems, transaction processing); and chemistry enabled businesses (advanced materials, chemicals, healthcare products, polymers, purification). First Analysis was formed in 1981 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 69 of 73 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Add-on Acquisition M&A Deals | 50 of 53 |
| State: New York M&A | 4 of 4 |
| Country: United States M&A | 68 of 72 |
| Year: 2023 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-10-26 |
Gyrodata
Houston, Texas, United States Gyrodata is a service providers to the global energy industry with unparalleled expertise in gyroscopic surveying, wellbore placement, and wellbore characterization technologies. Gyrodata was founded in 1980 and is based in Houston, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-07 |
Netchex
Covington, Louisiana, United States Netchex is a web-based human capital management platform offering single sign-on, integrated solutions for the complete employee lifecycle. Netchex’s software features hiring, onboarding, payroll, human resources, time management, benefits, and reporting tools to control labor costs and enhance the employee experience. Netchex was founded in 2003 and is based in Covington, Louisiana. |
Sell | - |
| Category | Company |
|---|---|
| Founded | 1864 |
| Sector | Business Services |
| Employees | 33,000 |
| Revenue | 4.8B USD (2020) |
R.R. Donnelley & Sons is a global provider of integrated communications. The Company works with customers worldwide to develop custom communications solutions that reduce costs, enhance return on investment and ensure compliance. Drawing on a range of proprietary and commercially available digital and conventional technologies deployed across four continents, the Company employs a suite of Internet-based capabilities and other resources to provide premedia, printing, logistics and business process outsourcing products and services to leading clients in virtually every private and public sector. R.R. Donnelley was formed in 1864 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 9 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 1 of 1 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 8 of 8 |
| Year: 2023 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-02-22 |
RRD Canada
Mississauga, Ontario, Canada RRD Canada provides print and related services to thousands of customers across Canada, including financial institutions, retailers, insurance providers, transportation companies, government organizations and other regulated industries. RRD Canada is based in Mississauga, Ontario. |
Sell | CA$123M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-18 |
Vericast s Digital & Print Marketing Businesses
San Antonio, Texas, United States Vericast's Digital & Print Marketing Businesses includes a sophisticated set of digital marketing solutions that includes: display advertising, contextual targeting, connected TV, dynamic mobile, digital out of home, social media marketing, email marketing, local search, and zero-party data capture. |
Buy | - |
