M&A Deal Summary |
|
|---|---|
| Date | 2008-02-05 |
| Target | Pacific Crest Securities |
| Sector | Financial Services |
| Buyer(s) |
CIVC Partners
Caltius Equity Partners Caltius Structured Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
| Deal Value | 30M USD |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1970 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
CIVC Partners is a private equity firm that provides buyout and growth capital to middle-market businesses located in the US and Canada. CIVC invests in companies generating sales of $40 - $300 million with an EBITDA of $5 to $25 million. Sectors of interest include Business Services, Information Services, Facility Services, Insurance Services, Transportation & Logistics, Tech-enabled Services, BPO, SaaS, Compliance Services, Corporate Training, IT Services, and Utility Services. The firm invests in the range of $20 - $100 million per transaction. CIVC prefers to be the lead equity sponsor and will consider both majority and minority investment situations. CIVC Partners was formed in 1970 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 38 of 76 |
| Sector (Financial Services) | 6 of 10 |
| Type (Buyout (LBO, MBO, MBI)) | 21 of 32 |
| State (Oregon) | 2 of 3 |
| Country (United States) | 37 of 72 |
| Year (2008) | 1 of 4 |
| Size (of disclosed) | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-08-07 |
Icon Identity Solutions
Elk Grove Village, Illinois, United States Icon Identity Solutions, Inc. is a manufacturer of custom corporate branding and identity solutions encompassing all facets of exterior signage, repair and maintenance and renovation services for blue-chip customers across multiple end markets. Icon’s three manufacturing facilities and extensive network of installation and maintenance technicians allows the company to serve large, nationwide customers in a timely and consistent fashion. Icon’s products and services are provided across three business segments: branding services & products (manufacturing and installation of both exterior and select interior signage), repair & maintenance (preventative maintenance, on-call repair, lighting retrofits and related services for exterior signage and lighting) and remodel & renovation services (in-store renovation/remodel of a customer’s store locations, providing project management and oversight of specialized sub-contractors). |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-02-28 |
Innovative Aftermarket Systems
Austin, Texas, United States Innovative Aftermarket Systems LP is a provider of automotive warranties, vehicle services contracts (VSC), training, and related software and services sold across a broad and diverse distribution network. IAS was formed in 1984 and is headquartered in Austin, Texas IAS with offices in Oklahoma City, OK, and Dublin, OH. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Caltius Equity is the private equity arm of Caltius Capital Management. Caltius Equity focuses on making equity investments valued from $10 to $30 million. The Group looks to acquire control or substantial minority positions in businesses with defensible market positions, growth potential, history of profits, proprietary products/services, and limited technology risk. Funds are generally used to support generational transfers, management buyouts, growth financings, and corporate divestitures. Sectors of interest include business and infrastructure services, education services, facilities management and services, healthcare products/services, and speciality chemicals/coatings. Caltius Equity Partners was formed in 1999 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 31 |
| Sector (Financial Services) | 2 of 2 |
| Type (Buyout (LBO, MBO, MBI)) | 12 of 15 |
| State (Oregon) | 1 of 2 |
| Country (United States) | 17 of 31 |
| Year (2008) | 1 of 4 |
| Size (of disclosed) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-10-09 |
The Institute of Audio Research
New York City, New York, United States The Institute of Audio Research (IAR) is a post-secondary audio engineering and production school. The Institute of Audio Research was founded in 1969 and is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-05-01 |
Diversified Human Resources
Phoenix, Arizona, United States Diversified Human Resources, Inc. is an outsourced human resource company that provides human resource and insurance brokerage services, payroll processing, and temporary staffing solutions for a broad range of clients. Diversified Human Resources was founded in 1996 and is based in Phoenix, France. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 53 |
| Sector (Financial Services) | 2 of 3 |
| Type (Buyout (LBO, MBO, MBI)) | 19 of 27 |
| State (Oregon) | 1 of 3 |
| Country (United States) | 27 of 53 |
| Year (2008) | 1 of 8 |
| Size (of disclosed) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-08-01 |
BrightHeart Veterinary Centers
Armonk, New York, United States BrightHeart Veterinary Centers is a national network of advanced-care specialty/emergency veterinary hospitals across the U.S. and Canada. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-03-26 |
Bulk Handling Systems
Eugene, Oregon, United States Bulk Handling Systems is a designer, manufacturer and installer of premium conveying and screening systems for the solid waste and recycling materials processing industry. BHS develops and manufactures materials processing equipment for waste processing facilities. The company's systems sort solid waste and recyclable materials streams into resalable products. BHS' emphasis on reducing costs and improving processing efficiency for its customers has propelled it to the forefront of the materials processing industry and positioned the company as a leading global provider of recycling equipment. Bulk Handling Systems was founded in 1976 and is based in Eugene, Oregon. |
Buy | - |
