Investment Summary |
|
|---|---|
| Date | 2023-05-11 |
| Target | Neptune Flood |
| Sector | Insurance |
| Investor(s) |
Bregal Sagemount
FTV Capital |
| Deal Type | Growth Capital |
| Advisor(s) | Morgan Stanley (Financial) |
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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 | 60 of 65 |
| Sector (Insurance) | 1 of 2 |
| Type (Growth Capital) | 35 of 39 |
| State (Florida) | 4 of 5 |
| Country (United States) | 56 of 61 |
| Year (2023) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-01 |
Integrated Dermatology
Boca Raton, Florida, United States Integrated Dermatology is a provider of dermatology care focus on providing high-quality patient care while IDG removes the stress of day-to-day management by implementing best practices in the areas of compliance, financial services, human resources, payers, and more. Integrated Dermatology was founded in 2004 and is based in Boca Raton, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-05-16 |
Orange Logic
Irvine, California, United States Orange Logic is a provider of digital asset management (“DAM”) software through its CortexTM platform. The platform is used by companies to streamline their DAM processes, improving marketing efficiency and unlocking growth opportunities. Orange Logic was founded in 1998 and is based in Irvine, California. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 6.2B USD |
| Size | Large |
| Type | Sector Agnostic |
FTV Capital is a multi-stage private equity firm focused on providing capital to high-growth companies. FTV generally seeks to invest in software, business services, and financial services companies which enable financial institutions to expand and to operate more efficiently. Investment proceeds are typically used to fund rapid organic growth, provide shareholder liquidity, pursue add-on acquisitions, or acquire divestitures. FTV prefers to act as the lead or control investor and targets equity commitments of $10 to $85 million per transaction. FTV Capital was established in 1998 and was formerly known as FTVentures. FTV Capital is based in San Francisco with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 121 of 126 |
| Sector (Insurance) | 3 of 3 |
| Type (Growth Capital) | 53 of 55 |
| State (Florida) | 6 of 6 |
| Country (United States) | 100 of 103 |
| Year (2023) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-09 |
Masttro Holdings
New York, New York, United States Masttro Holdings wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families. Masttro Holdings was founded in 2010 and is based in New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-31 |
Tango Card
Seattle, Washington, United States Tango Card is a cloud-based digital gift card and incentives platform for enterprise customers providing employee rewards and customer incentives & rebates. Tango Card was founded in 2009 and is based in Seattle, Washington. |
Sell | - |
