Investment Summary |
|
|---|---|
| Date | 2018-08-02 |
| Target | MD Now Urgent Care |
| Sector | Healthcare Services |
| Investor(s) |
Brentwood Associates
Golub Capital Blue Sea Capital |
| Sellers(s) | Brockway Moran & Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Houlihan Lokey (Financial) Jones Day (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 | 41 of 48 |
| Sector: Healthcare Services M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 9 of 11 |
| State: Florida M&A | 3 of 3 |
| Country: United States M&A | 38 of 45 |
| Year: 2018 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-03 |
MedBridge
Bellevue, Washington, United States MedBridge is a provider of patient engagement and clinical education solutions. The comprehensive platform provides evidence-based clinical and professional education, patient education and home rehabilitation programming for medical and allied health professionals. MedBridge was founded in 2011 and is based in Bellevue, Washington. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-11-01 |
Sundance
Salt Lake City, Utah, United States Sundance is a lifestyle retailer of women’s apparel and accessories, jewelry and home furnishings. The company sells through catalogs, online and 13 Sundance retail stores. Sundance founded in 1989 and headquartered in Salt Lake City, Utah. |
Sell | - |
| 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 | 52 of 69 |
| Sector: Healthcare Services M&A | 8 of 9 |
| Type: Secondary Buyout M&A Deals | 19 of 27 |
| State: Florida M&A | 6 of 7 |
| Country: United States M&A | 52 of 66 |
| Year: 2018 M&A | 3 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-10 |
Delinea
San Francisco, California, United States Delinea is a provider of Privileged Access Management (PAM) solutions for the modern, hybrid enterprise. The Delinea Platform seamlessly extends PAM by providing authorization for all identities, granting access to an organization's most critical hybrid cloud infrastructure and sensitive data to help reduce risk, ensure compliance, and simplify security. Delinea was formed in 2004 and is based in San Francisco, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-10-09 |
Atlas
Wichita, Kansas, United States Atlas manufactures flight-critical, complex assemblies on a diverse group of commercial, military and business aircraft, including the 737MAX, F-35 Joint Strike Fighter, Gulfstream G650, and nearly every Textron Aviation aircraft. Atlas has developed a unique set of machining, specialty forming and chemical processing capabilities, supported by automation technology and low-cost manufacturing. This vertical integration allows Atlas to deliver a broad range of complex aircraft assemblies, including complete aircraft doors, escape hatches, wing structures, and flight control assemblies for a growing list of leading aerospace OEMs. Atlas was founded in 2007 and is based in Wichita, Kansas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2013 |
| PE ASSETS | 327M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Blue Sea Capital is a private equity firm focused on majority investments in middle-market aerospace, defense, healthcare, and industrial companies. Blue Sea will consider opportunities throughout North America with a focus on businesses with differentiated products/services. The Firm can commit up to $150 million in transactions valued up to $300 million. Blue Sea Capital was formed in 2013 and is based in West Palm Beach, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 7 of 19 |
| Sector: Healthcare Services M&A | 4 of 8 |
| Type: Secondary Buyout M&A Deals | 3 of 7 |
| State: Florida M&A | 2 of 3 |
| Country: United States M&A | 7 of 19 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-03-05 |
MediGroup
New Belgrade, Serbia MediGroup is a private healthcare provider with well-invested facilities across key cities, providing inpatient, outpatient, lab, IVF, ophthalmology, and cosmetology services. MediGroup strives to provide the highest level of healthcare service to its patients, complying with global standards in different fields of medicine. MediGroup was founded in 2013 and is based in New Belgrade, Serbia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-01 |
SignatureMD
Boca Raton, Florida, United States SignatureMD is a provider of conversion and ongoing support services for physicians shifting from traditional medical practices to concierge medicine physicians. SignatureMD was formed in 2006 and is based in Boca Raton, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1998 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Brockway Moran is a private equity firm that targets investments in privately held businesses, small cap public companies or subsidiaries and divisions of larger enterprises. The firm prefers profitable businesses with margins of at least 10%. Industries of interest include consumer products/services, industrial manufacturing, business services, health and fitness, healthcare, and value-added distribution. Brockway's geographic scope is within the US. Brockway seeks to invest between $15 and $100 million of equity capital in growth-oriented businesses valued between $50 and $250 million. Brockway Moran is based in Boca Raton, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 16 |
| Sector: Healthcare Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 9 of 10 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 14 of 16 |
| Year: 2018 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-11 |
Pennant Foods
San Diego, California, United States Pennant Foods is a large franchisee of Wendy's quick-service restaurants. Pennant operates 94 Wendy's restaurants in several markets in Southern California and Eastern Tennessee. The Wendy's Old Fashioned Hamburgers concept is the third largest hamburger quick-service restaurant concept, operating over 6,500 restaurants worldwide with system-wide revenues that exceed $7 billion. The company's commitment to operational excellence, its diverse menu offering and the quality of its food differentiate Wendy's from its competitors. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-02 |
Turning
Youngstown, Ohio, United States Turning develops interactive response systems utilizing software and hardware tools available and transforms them into state of the art applications for audience response. Turning was founded in 2002 and is based in Youngstown, Ohio. |
Sell | - |
