M&A Deal Summary |
|
|---|---|
| Date | 2018-07-18 |
| Target | Tricast |
| Sector | Information Technology |
| Buyer(s) | Brown & Brown |
| Sellers(s) |
Blue Heron Capital
424 Capital |
| Deal Type | Add-on Acquisition |
SEARCH BY
Try For Free 7-Day Free Trial
| Category | Company |
|---|---|
| Founded | 1939 |
| Sector | Insurance |
| Employees | 16,152 |
| Revenue | 4.2B USD (2023) |
Brown & Brown is a provider of insurance and reinsurance products and services to general business, corporate, governmental and quasi-governmental, institutional, professional, trade association and individual clients. Brown & Brown was founded in 1939 and is based in Daytona Beach, Florida.
| DEAL STATS | # |
|---|---|
| Overall | 62 of 109 |
| Sector (Information Technology) | 1 of 2 |
| Type (Add-on Acquisition) | 59 of 105 |
| State (Wisconsin) | 1 of 2 |
| Country (United States) | 62 of 103 |
| Year (2018) | 9 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-13 |
CSI Insurance
Russellville, Arizona, United States Coffman-Standridge, Inc. is a provider of property and casualty insurance products and services to customers. Coffman-Standridge was founded in 2010 and is based in Russellville, Arizona. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-18 |
Vandroff Insurance Agency
Jacksonville, Florida, United States Vandroff Insurance Agency, Inc. provides a wide variety of personal and business insurance products and services to clients in Jacksonville and Northern Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| Size | Small |
| Type | Sector Agnostic |
Blue Heron Capital is a private equity firm focused on growth equity and lower middle-market buyout opportunities. Blue Heron looks to invest $3 to $7 million in businesses with $3 to $20 million in sales. Preferred sectors include tech-enabled business service companies and healthcare. Blue Heron will invest across the US, but prefers opportunities along the East Coast. Blue Heron Capital was established in 2006 and is based in Richmond, Virginia.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 3 |
| Sector (Information Technology) | 1 of 2 |
| Type (Add-on Acquisition) | 1 of 2 |
| State (Wisconsin) | 1 of 1 |
| Country (United States) | 1 of 3 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-10-15 |
Verisma
Alpharetta, Virginia, United States Verisma is a provider of health information technology and software services to enable the secure release of protected health information (PHI). Verisma was founded in 2002 and is based in Alexandria, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-01 |
Acclivity Health
Jacksonville, Florida, United States Acclivity Health is a developer of a connected care platform focused on patients with advanced illness. Acclivity Health secures cloud-based connected care platform leverages analytics, artificial intelligence, machine learning, and workflow management tools to analyze patient populations based on health history, demographics, and behavioral indicators to predict prognoses for patients who could benefit from a more appropriate plan of care. Acclivity Health was founded in 2017 and is based in Jacksonville, Florida. |
Buy | - |
424 Capital is a growth capital partner that makes control equity investments in lower middle-market companies within B2B Tech-Enabled Services. 424 Capital works in partnership with founders and management teams to accelerate and scale for long-term growth. Focusing primarily on investments in North America, we invest in companies that are profitable, growing, and that align with our values of honesty, integrity, and impact. 424 Capital was founded in 1995 and is headquartered in Wakefield, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 10 |
| Sector (Information Technology) | 1 of 4 |
| Type (Add-on Acquisition) | 1 of 6 |
| State (Wisconsin) | 1 of 1 |
| Country (United States) | 1 of 9 |
| Year (2018) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-01-22 |
LearnWell
Plymouth, Massachusetts, United States LearnWell offers a fully managed education solution for students in the hospital, behavioral health/rehabilitation, and home-based settings. Its technology-enabled service provides certified teachers on-site at the health center and coordinates with each individual student’s home school to ensure that the student keeps up with peers in their home district to the extent possible. LearnWell was founded in 1995 and is based in Plymouth, Massachusetts. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-21 |
Alatus Solutions
Sandy Springs, Georgia, United States Alatus Solutions is a provider of technology-enabled practice optimization solutions to dental practices across the United States, helping practitioners increase productivity, improve profitability, and drive revenue growth. Alatus Solutions offers a comprehensive suite of services including website design and hosting, direct mail campaigns, pay-per-click advertising, reputation management, call tracking and analytics, and continuing education. Alatus Solutions was founded in 1995 and is based in Sandy Springs, Georgia. |
Buy | - |
