M&A Deal Summary |
|
|---|---|
| Date | 2021-08-02 |
| Target | Sayres and Associates |
| Sector | Defense |
| Buyer(s) |
Broadtree Partners
Granite Creek Partners JPMorgan Chase |
| Deal Type | Buyout (LBO, MBO, MBI) |
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Broadtree Partners is a private equity firm focused on acquiring and investing in lower middle-market, US-based companies in partnership with management. The Firm does not have any stated sector preferences and seeks businesses with $5 to $75 million of revenue and $1 to $10 million of EBITDA. Broadtree Partners was formed in 2017 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 12 of 16 |
| Sector (Defense) | 1 of 1 |
| Type (Buyout (LBO, MBO, MBI)) | 10 of 14 |
| State (District of Columbia) | 1 of 1 |
| Country (United States) | 12 of 16 |
| Year (2021) | 5 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-03-01 |
Ocozzio
Augusta, Georgia, United States Ocozzio offers strategic planning/brand positioning, digital marketing, and traditional marketing services, providing a full outsourced marketing solution for its clients. Ocozzio was founded in 2000 and is based in Augusta, Georgia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-12-01 |
Coastal Carolina Neuropsychiatric Center
Jacksonville, North Carolina, United States Coastal Carolina Neuropsychiatric Center is a patient-centered, evidence-based behavioral health practice. Coastal Carolina Neuropsychiatric Center was founded in 2006 and is based in Jacksonville, North Carolina. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 400M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Granite Creek Partners is a Midwest US-based private equity firm focused on acquiring and investing in mid-sized companies operating in the manufacturing, distribution, business services, healthcare, and food sectors. The Firm looks to commit $7 to $25 million per transaction and can invest across the capital structure, including control/minority equity, mezzanine debt, senior secured debt, and debtor-in-possession loans. Granite Creek Partners was formed in 2005 and is based in Chicago.
| DEAL STATS | # |
|---|---|
| Overall | 24 of 35 |
| Sector (Defense) | 1 of 1 |
| Type (Buyout (LBO, MBO, MBI)) | 10 of 12 |
| State (District of Columbia) | 1 of 2 |
| Country (United States) | 23 of 33 |
| Year (2021) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-05-18 |
Big Easy Blends
Elmwood, Louisiana, United States Big Easy Blends is a developer and manufacturer of branded, private label, and licensed single-serve pouched beverages, including slushies, snow cones, fruit smoothies, and alcoholic and non-alcoholic frozen novelties. Big Easy Blends is based in Elmwood, Louisiana. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-22 |
S2 Manufacturing
Ottumwa, Iowa, United States S2 Manufacturing is a manufacturer and distributor of heavy equipment, providing high-quality machinery to the scrap metal recycling, waste management, and airport maintenance equipment markets alongside a suite of aftermarket replacement parts and value-added services. S2 Manufacturing was founded in 1963 and is based in Ottumwa, Iowa. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1799 |
| Sector | Financial Services |
| Employees | 311,921 |
| Revenue | 155.0B USD (2023) |
JPMorgan Chase is a financial institution. The Company provides investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. JPMorgan Chase was founded in 1799 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 27 |
| Sector (Defense) | 1 of 1 |
| Type (Buyout (LBO, MBO, MBI)) | 1 of 1 |
| State (District of Columbia) | 1 of 1 |
| Country (United States) | 18 of 22 |
| Year (2021) | 3 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-29 |
OpenInvest
San Francisco, California, United States OpenInvest is a values-based financial services company that helps advisors engage their clients and grow their businesses. The company offers environmental, social, governance (ESG) investment management products and impact reporting services. Its investment management solutions use proprietary technology to seamlessly create low-cost investment portfolios tailored to clients' values while tracking market indices. OpenInvest was formed in 2015 and is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-09 |
Immaculate Infatuation
New York, New York, United States Immaculate Infatuation is a platform to help friends find the best restaurants to suit their needs. With a focus on relatable, situational content, The Infatuation reaches over 3,000,000 people per month, worldwide. Immaculate Infatuation was formed in 2009 and covers major cities in both the U.S. and abroad, including New York, Los Angeles, London, Chicago, San Francisco, Austin, and Seattle. |
Buy | - |
