M&A Deal Summary |
|
|---|---|
| Date | 2014-08-26 |
| Target | Marshall Retail Group |
| Sector | Retail |
| Buyer(s) |
Brentwood Associates
Golub Capital |
| Sellers(s) | ICV Capital Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | North Point Advisors (Financial) Kirkland & Ellis (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 | 27 of 48 |
| Sector: Retail M&A | 5 of 9 |
| Type: Secondary Buyout M&A Deals | 4 of 11 |
| State: Nevada M&A | 1 of 1 |
| Country: United States M&A | 24 of 45 |
| Year: 2014 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-04-10 |
Zoe s Kitchen
Plano, Texas, United States Zoe's Kitchen is a fast-casual restaurant chain in the US that offers a Mediterranean-inspired menu with fresh, wholesome ingredients. The menu includes a variety of dishes such as pita sandwiches, salads, bowls, and kabobs, as well as vegetarian and gluten-free options. Zoe's Kitchen also offers catering services for events and gatherings. Zoe's Kitchen was founded in 1995 and is based in Plano, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-10-16 |
Z Gallerie
Gardena, California, United States Z Gallerie is focused on designing and sourcing proprietary products that encompass the best design ideas from around the world. The company’s specific and distinct merchandise offering attracts both affluent and aspirational customers, and can create an entire room that is both fashionable and stunning. Z Gallerie has an enthusiastic culture and strong management team that has been delivering unique, on-trend products at affordable price points for over 35 years. Z Gallerie was formed in 1979 and is based in Gardena, California. |
Buy | - |
| Category | Lender |
|---|---|
| Founded | 1994 |
| PE ASSETS | 75.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Golub Capital is a private investment firm focused on making debt and equity investments in US based middle-market companies. Golub looks to invest between $5 and $75 million in businesses with established operating cash flow, strong customer relationships, and 'sustainable proprietary positions in their markets'. Prospective investment structures include refinancings, recapitalizations, buyouts, and growth financings. Sectors of interest include consumer products, business and consumer services, defense, manufacturing, value-added distribution, media, healthcare services and restaurants. Golub Capital was formed in 1994 and maintains offices in New York City, Atlanta, and Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 69 |
| Sector: Retail M&A | 2 of 8 |
| Type: Secondary Buyout M&A Deals | 8 of 27 |
| State: Nevada M&A | 2 of 3 |
| Country: United States M&A | 30 of 66 |
| Year: 2014 M&A | 4 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-08-19 |
Spear Education
Scottsdale, Arizona, United States Spear Education is dentistry’s source for continuing education that serves dentists of all clinical skill levels and transforms practices and the lives of patients by offering physical hands-on courses, extensive peer-to-peer regional learning, and comprehensive online educational tools. Spear Education is based in Scottsdale, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-02 |
Tate’s Bake Shop
Southampton, New York, United States Tate’s is a premium, consumer branded producer of gourmet cookies and other baked goods marketed throughout the United States. Tate’s has been one of the fastest growing biscuit brands in the United States over the last 12 months. The brand’s sales have quadrupled over the past five years. Tate’s Bake Shop is the home of America’s top-rated chocolate chip cookie, available at grocery stores, gourmet shops and natural food stores nationwide, as well as online. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
ICV Capital Partners is a private equity firm focused on making equity investments in US-based middle-market companies. ICV seeks control investments in companies with annual revenues between $25 and $300 million and EBITDA between $10 and $40 million. ICV prefers businesses with existing/proven management and operating in stable industries. Target transactions include non-core divestitures, take-privates, and acquisitions of private companies in partnership with management. ICV Capital Partners was founded in 1998 and has offices in New York and Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 15 |
| Sector: Retail M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 6 of 8 |
| State: Nevada M&A | 2 of 2 |
| Country: United States M&A | 9 of 15 |
| Year: 2014 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-12-23 |
Interventional Management Services
Atlanta, Georgia, United States Interventional Management Services is a provider of interventional pain management services in the Atlanta metropolitan market. IMS owns and manages interests in ambulatory surgery centers (ASCs) as well as pain-management clinics throughout metro Atlanta. Interventional Management Services is based in Atlanta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-10 |
OneTouchPoint
Hartland, Wisconsin, United States OneTouchPoint provides print and document services that include digital document management, data exchange between OTP and its customers, just-in-time production and delivery, variable data printing, document hosting, and customized print solutions. OneTouchPoint was founded in 2007 and is based in Hartland, Wisconsin. |
Buy | - |
