Investment Summary |
|
|---|---|
| Date | 2017-04-10 |
| Target | Jefferson Dental & Orthodontics |
| Sector | Healthcare Services |
| Investor(s) |
Brentwood Associates
Antares Capital |
| Sellers(s) | Black Canyon Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Moelis & Co. (Financial) O'Melveny & Myers (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1972 |
| PE ASSETS | 2.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Brentwood Associates is a private equity firm focused on long-term investments in middle-market growth companies. Brentwood typically targets investments in consumer-related businesses. Specific areas of interest include action sports/outdoor lifestyle products, business services, consumer products/services, direct marketing, distribution, education, health/wellness, marketing services, specialty media, specialty retail, and sporting goods. Brentwood's preferred equity investment size is $50 to $200 million. Brentwood Associates was formed in 1972 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 35 of 48 |
| Sector: Healthcare Services M&A | 1 of 2 |
| Type: Secondary Buyout M&A Deals | 8 of 11 |
| State: Texas M&A | 3 of 4 |
| Country: United States M&A | 32 of 45 |
| Year: 2017 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-09 |
ClassWallet
Hollywood, Florida, United States ClassWallet is an end-to-end digital solution to manage funding within school systems. The platform combines funds disbursement, e-commerce, a reloadable debit card, and tracking in a fully integrated manner designed for maximum simplicity and accountability. It brings accountability to a $23 billion system that relies heavily on cash, checks, and purchase orders that add up to 40 percent of transaction costs and a fund-spend-track lifecycle that takes weeks. ClassWallet is based in Hollywood, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-07-14 |
Blaze Pizza
Pasadena, California, United States Blaze Pizza is a fast-casual restaurant chain that offers customizable, artisanal pizzas made with fresh ingredients and baked in an open-flame oven. Featuring an open-kitchen format, guests can build their own pizzas or choose from signature options made with fresh, clean ingredients. The menu also includes freshly made salads, blood orange lemonade, and s’more pies. Blaze Pizza was founded in 2011 and is based in Pasadena, California. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| Size | Small |
| Type | Sector Agnostic |
Antares Capital is a private investment group that targets growth capital financings as well as management buyout opportunities. The Firm focuses on investments based in the Southeast US and Texas. Prospective companies generally have proven business models, modest capital requirements for growth, and operate in large and growing markets. The Firm looks to commit $500k to $5 million per investment. Antares will not invest in real estate, mineral exploration, distributors, franchisees, or project financings. Antares was founded in 1993 and is based in Miami, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 33 of 55 |
| Sector: Healthcare Services M&A | 2 of 3 |
| Type: Secondary Buyout M&A Deals | 17 of 30 |
| State: Texas M&A | 3 of 5 |
| Country: United States M&A | 32 of 54 |
| Year: 2017 M&A | 2 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-02-14 |
Race Winning Brands
Mentor, Ohio, United States Race Winning Brands is a designer, manufacturer, and distributor of branded automotive aftermarket and powersports aftermarket products for enthusiast and racing consumers. RWB consists of a 12-brand portfolio of high-performance aftermarket product categories, with applications across a diverse group of automotive and powersports vehicle segments. According to industry research, the enthusiast powersport segment has seen annualized growth of 10-15 percent over the last 18 months with forecasted growth of six to eight percent over the next 12 months. Racing Winning Brands is based in Mentor, Ohio. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-06-01 |
CIBT
Washington, District of Columbia, United States CIBT is a global provider of mobility services including visa, passport, and immigration documentation. CIBT serves multinational corporations, global travel management companies, tour and cruise operators, government agencies, and individual travelers. CIBT’s services simplify the time-consuming and complicated process of obtaining required travel documents and work authorizations, while providing an accurate and compliant service for corporate customers. CIBT was founded in 1989 and is based in Washington, Washington DC. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Black Canyon is a private investment firm that targets both equity and debt/mezzanine related investments in middle-market companies. Sectors of interest include business services, consumer products, financial services, industrial/niche manufacturing, healthcare, media, restaurants, and retail. Black Canyon's target investment size is $25 to $50 million in businesses with at least $5 million of EBITDA. Prospective investment situations can include leveraged buyouts, management buyouts, recapitalizations/refinancings, and growth/acquisition financings. Black Canyon Capital was formed in 2004 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 7 |
| Sector: Healthcare Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 4 of 4 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 7 of 7 |
| Year: 2017 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-17 |
TASI
Harrison, Ohio, United States TASI is a manufacturer of highly-engineered leak test and measurement equipment designed to enhance manufacturing efficiency in the automotive, plastics, industrial and pharmaceutical end markets. TASI was founded in 1981 and is headquartered in Harrison, Ohio. |
Sell | - |
