Investment Summary |
|
|---|---|
| Date | 2024-10-11 |
| Target | Quantum Design |
| Sector | Machinery |
| Investor(s) |
Carlson Private Capital Partners
Yukon Partners |
| Deal Type | Growth Capital |
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| Category | Family Office |
|---|---|
| Founded | 2018 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Carlson Private Capital Partners is a family office focused on acquiring and investing in profitable, industry-leading businesses in the US and Canada. The Firm targets founder or family owned businesses with $50 to $500 million of revenue and $8 to $40 million of EBITDA. Carlson also looks to work with management teams seeking to transition from private equity ownership to a longer-term investor. Carlson Private Capital Partners was formed in 2018 and is headquartered in Minnetonka, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 6 |
| Sector (Machinery) | 1 of 1 |
| Type (Growth Capital) | 2 of 2 |
| State (California) | 1 of 1 |
| Country (United States) | 6 of 6 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-12-21 |
Thermo Systems
East Windsor, New Jersey, United States Thermo Systems is a global automation control systems integrator. Thermo Systems was founded in 1998 and is based in East Windsor, New Jersey. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2008 |
| PE ASSETS | 640M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Yukon Partners is a mezzanine finance firm that works with private equity sponsors to fund a variety of investment situations. Yukon looks to invest $10 to $40 million to support buyouts, recapitalizations, take privates, and refinancings. Sectors of interest include automotive, building products, business services, consumer products, food/beverages, healthcare products/services, industrial manufacturing, niche manufacturing, and transportation/logistics. Prospective companies generally have revenues of $30 to $500 million and are profitable with EBITDA of $5 to $50 million. Yukon Partners was formed in 2008 and is based in Minneapolis, Minnesota.
| DEAL STATS | # |
|---|---|
| Overall | 54 of 54 |
| Sector (Machinery) | 4 of 4 |
| Type (Growth Capital) | 15 of 15 |
| State (California) | 8 of 8 |
| Country (United States) | 53 of 53 |
| Year (2024) | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-06 |
Behavioral Innovations
Addison, Texas, United States Behavioral Innovations provides center-based and in-home applied behavior analysis therapy, speech therapy, and occupational therapy services to children ages birth through 18 with autism spectrum disorder and other related developmental disabilities. BI also offers adult services in community-based treatment settings. Behavioral Innovations was formed in 2000 and is based in Addison, Texas. |
Buy | - |
