Investment Summary |
|
|---|---|
| Date | 2016-07-13 |
| Target | Advanced Solutions International |
| Sector | Internet Software and Services |
| Investor(s) |
Bregal Sagemount
GarMark Partners Brookside Equity Partners |
| Deal Type | Growth Capital |
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| Category | Growth Capital Firm |
|---|---|
| Founded | 2012 |
| PE ASSETS | 1.7B USD |
| Size | Large |
| Type | Sector Agnostic |
Bregal Sagemount is a growth-focused private capital firm. The Firm provides flexible capital and strategic assistance to market-leading companies in high-growth sectors across a wide variety of transaction situations. Bregal Sagemount invests $8 to $150 million per transaction in a variety of sectors including software, digital infrastructure, healthcare IT, healthcare services, business and consumer services, financial technology, and specialty finance. Bregal Sagemount was formed in 2012 and is headquartered in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 26 of 65 |
| Sector (Internet Software and Services) | 4 of 10 |
| Type (Growth Capital) | 13 of 39 |
| State (Virginia) | 1 of 1 |
| Country (United States) | 25 of 61 |
| Year (2016) | 6 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-06-06 |
STEELE Compliance Solutions
San Francisco, California, United States STEELE Compliance Solutions, Inc. is a provider of third-party management software and due diligence investigation services focused on the anti-bribery and anti-corruption compliance market. STEELE Compliance Solutions was founded in 1989 and is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-11-17 |
Adreima
Downers Grove, Illinois, United States Adreima, Inc. is a provider of patient-centered, clinically-integrated revenue cycle services that help patients find coverage and meet their financial obligations, while partnering with health care providers to optimize revenue cycle functions. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.1B USD |
| Size | Large |
| Type | Sector Agnostic |
GarMark Partners is a private investment firm that makes debt and equity investments in a wide range of companies. The Firm invests in businesses at various stages of development to facilitate acquisitions, divestitures, recapitalizations, turnarounds or growth. Garmark typically invests between $5 and $30 million with an EBITDA $3 and $25 million. The firm prefers to invest in the sectors of manufacturing/industrial products, distribution, business services, consumer brands, food/nutrition products, transportation, healthcare, retail, and restaurants. GarMark Partners was formed in 1997 and is based in Stamford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 24 of 34 |
| Sector (Internet Software and Services) | 1 of 1 |
| Type (Growth Capital) | 4 of 8 |
| State (Virginia) | 3 of 3 |
| Country (United States) | 22 of 32 |
| Year (2016) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-12-21 |
KODA Distribution Group
Stamford, Connecticut, United States KODA Distribution Group LLC is a distributor of specialty chemicals through its Monson, GMZ and Ribelin operating units. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-09-09 |
Baja Fresh
Irvine, California, United States Baja Fresh is a chain of fast-casual Tex Mex restaurants. Baja Fresh was formed in 1990 and is based in Irvine, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1977 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Brookside Equity Partners (BEP) focuses on private equity investments, including direct control investments, majority or minority co-investments alongside other investment firms, and, on a selective basis, investments in private funds or special situations. BEP targets North American middle-market companies with revenues greater than $15 million and at least $5 million of EBITDA. Sectors of interest include manufacturing, chemicals, financial services, environmental, food, and distribution. Brookside Equity Partners was formed in 1977 and is based in Stamford, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 37 |
| Sector (Internet Software and Services) | 1 of 1 |
| Type (Growth Capital) | 4 of 4 |
| State (Virginia) | 1 of 1 |
| Country (United States) | 36 of 36 |
| Year (2016) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-08 |
John’s Incredible Pizza
Rancho Santa Margarita, California, United States John’s Incredible Pizza offers a selection of pizza and accompanying foods in specialty environments and “Fun Worlds” that offer complete family entertainment for all ages. Based in Rancho Santa Margarita in Southern California, each of John’s 10 facilities average around 47,000 square feet. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-26 |
National Truck Protection
Winston-Salem, North Carolina, United States National Truck Protection is a provider of extended service contracts for critical coverage on high-value fundamental drivetrain components for used class 3 through 8 trucks. National Truck Protection was founded in 1983 and is based in Winston-Salem, North Carolina. |
Sell | - |
