Investment Summary |
|
|---|---|
| Date | 2007-08-01 |
| Target | BrightHeart Veterinary Centers |
| Sector | Consumer Services |
| Investor(s) |
Caltius Structured Capital
LLR Partners |
| Deal Type | Acquisition Financing |
SEARCH BY
| 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 | 26 of 53 |
| Sector: Consumer Services M&A | 2 of 2 |
| Type: Acquisition Financing M&A Deals | 3 of 5 |
| State: New York M&A | 2 of 2 |
| Country: United States M&A | 26 of 53 |
| Year: 2007 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-06-08 |
Radiant Research
Tempe, Arizona, United States Radiant Research is a comprehensive clinical research and development company serving the biopharmaceutical and medical device industry. Radiant employs over 500 clinical research professionals exclusively focused on providing professional, high quality study conduct and drug development services. In the past four years, Radiant has conducted more than 8,000 clinical trials across 18 therapeutic specialties. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2008-02-05 |
Pacific Crest Securities
Portland, Oregon, United States Pacific Crest Securities is a investment bank focused exclusively on technology. The firm is a full-service investment bank providing research, institutional sales and trading, and investment banking services to technology investors and companies worldwide. |
Buy | $30M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 6.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
LLR is a private equity firm that makes growth capital, buyout, and recapitalization investments in mid-sized growth companies with sustainable competitive advantages. LLR looks to invest $30 to $150 million per transaction and will consider both control and minority situations. Target companies generally have at least $10 million in annual sales and are valued up to $250 million. Broad industry sectors of interest include general business services, financial services, healthcare services, education, manufacturing, consumer/retail and information technology/software. LLR will consider investments throughout the US with an emphasis on opportunities located in the Eastern and Mid-Atlantic regions of the US. LLR Partners was formed in 1999 and is based in Philadelphia, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 27 of 129 |
| Sector: Consumer Services M&A | 1 of 1 |
| Type: Acquisition Financing M&A Deals | 1 of 1 |
| State: New York M&A | 4 of 11 |
| Country: United States M&A | 27 of 128 |
| Year: 2007 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-07-23 |
Taratec Development
Cambridge, Massachusetts, United States Taratec Development Corp. is a provider of integrated business, information technology and regulatory compliance services and solutions to the highly regulated life sciences industry. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2007-09-13 |
Princeton Softech
Princeton, New Jersey, United States Princeton Softech, Inc. is a provider of enterprise-scale data management solutions for Global 3000 companies. |
Sell | - |
