M&A Deal Summary |
|
|---|---|
| Date | 2015-06-11 |
| Target | Bearence Management Group |
| Sector | Insurance |
| Buyer(s) | BroadStreet Partners |
| Sellers(s) | McCarthy Partners Management |
| Deal Type | Add-on Acquisition |
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BroadStreet Partners is an insurance brokerage holding company that invests in select, entrepreneurial, high-performing independent agencies that are seeking support for continued growth and a solution for ownership succession. BroadStreet uses a unique co-ownership model that allows its partners to fully participate in the financial rewards of the value they create. BroadStreet Partners was founded in 2001 and is based in Columbus, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 2 |
| Sector (Insurance) | 1 of 2 |
| Type (Add-on Acquisition) | 1 of 1 |
| State (Iowa) | 1 of 1 |
| Country (United States) | 1 of 1 |
| Year (2015) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-04-17 |
Westland Insurance
Surrey, British Columbia, Canada Westland Insurance is an innovator, engages in personal and commercial insurance products. Westland Insurance was founded in 1980 and is based in Surrey, British Columbia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| PE ASSETS | 1.0B USD |
| Size | Large |
| Type | Sector Agnostic |
McCarthy Capital is a private equity firm that seeks to invest in mid-to-late-stage companies. The firm looks for companies with revenue of at least $15 million and $3 million in operating profits. McCarthy will consider companies across a broad range of industries possessing significant growth opportunities through participation in growing markets, market share expansion, industry consolidation or innovative business strategies. McCarthy prefers to invest in the range of $5 and $125 million, and will take a minority or majority ownership stake in companies where management has material capital at risk. McCarthy Capital was founded in 1986 and is based in Omaha, Nebraska.
| DEAL STATS | # |
|---|---|
| Overall | 10 of 25 |
| Sector (Insurance) | 1 of 1 |
| Type (Add-on Acquisition) | 5 of 12 |
| State (Iowa) | 2 of 2 |
| Country (United States) | 10 of 25 |
| Year (2015) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-06-01 |
United Real Estate
Dallas, Texas, United States United Real Estate operating the United Country Real Estate and United Real Estate brands, is the leading fully integrated network of conventional and auction real estate professionals globally. The two brands combined address the unique markets they serve, rural and urban, with exclusive marketing, technology, and training solutions. Together the United brands support nearly 600 offices and 5,000 real estate professionals across four continents with a unique, comprehensive marketing program that includes one of the largest portfolios of real estate websites, the largest internal real estate marketing services company, an extensive buyer database of more than 550,000 opt-in buyers, and regional, national and international advertising programs for properties. United Real Estate is based in Dallas, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-02 |
Medical Solutions
Omaha, Nebraska, United States Medical Solutions is a healthcare staffing firm that specializes in placing registered nurses and allied professionals in temporary travel assignments. With offices in Omaha, San Diego, Cincinnati, and Tupelo. Medical Solutions was founded in 2001 and is based in Omaha, Nebraska. |
Sell | - |
