Investment Summary |
|
|---|---|
| Date | 2021-03-03 |
| Target | Eye Health Group |
| Sector | Healthcare Services |
| Investor(s) |
Beverly Capital
Merion Investment Partners |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| Size | Small |
| Type | Sector Focused |
Beverly Capital LLC is a private investment firm that provides equity and mezzanine financing to lower middle market companies. Beverly targets profitable companies with $2 to $8 million of EBITDA. Areas of interest includes healthcare and outsourced business services. Prospective transaction situations include recapitalizations, minority growth investments, and strategic acquisitions. Beverly Capital LLC is based in Highland Park, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 15 of 15 |
| Sector: Healthcare Services M&A | 4 of 4 |
| Type: Growth Capital M&A Deals | 3 of 3 |
| State: New Jersey M&A | 1 of 1 |
| Country: United States M&A | 14 of 14 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-06 |
Energy Distribution Partners
Chicago, Illinois, United States Energy Distribution Partners actively acquires and operates residential and commercial propane and natural gas distributors as well as wholesale and midstream energy distribution operations. Energy Distribution Partners was founded in 2011 and is based in Chicago, Illinois. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-15 |
ITS Logistics
Sparks, Nevada, United States ITS Logistics is a third-party logistics provider that delivers a variety of services in supply chain management, freight logistics, distribution/fulfillment, and transportation management. ITS Logistics was founded in 1999 and is based in Sparks, Nevada. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 425M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Merion Investment Partners is a mezzanine finance firm that provides subordinated debt to middle-market growth Companies generating at least $10 million in sales and at least $2 million in EBITDA. Merion focuses on opportunities in business services, specialty manufacturing, and healthcare services and products. Merion's invests in the range of $4 and $20 million per transaction. Merion Investment Partners was formed in 2003 and is based in King of Prussia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 39 |
| Sector: Healthcare Services M&A | 5 of 5 |
| Type: Growth Capital M&A Deals | 8 of 10 |
| State: New Jersey M&A | 3 of 3 |
| Country: United States M&A | 36 of 39 |
| Year: 2021 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-09-01 |
American Holoptics
Clawson, Michigan, United States American Holoptics designs, manufactures, and markets electro-optical products, rifle optics, thermal devices, and night vision systems. American Holoptics is based in Clawson, Michigan. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-09 |
CRU
Vancouver, Washington, United States CRU is a provider of data security, data transport/mobility, encryption, and digital investigation devices. The company’s flagship DataPort and Data Express removable drives are the de facto standard for physical data security in government, education, audio/video production, digital cinema, and business markets. The WiebeTech products are used by digital forensics investigators around the world, while the CRU RTX, RAX, and ToughTech external hard drive enclosures are used by small and medium businesses for data backup. CRU products are available through major distributors, PC manufacturers, specialty system builders, and resellers globally, as well as from CRU. CRU was founded in 1986 and is based in Vancouver, Washington. |
Buy | - |
