Investment Summary |
|
|---|---|
| Date | 2018-07-06 |
| Target | TotalCareRX |
| Sector | Life Science |
| Investor(s) |
Celerity Partners
NewSpring Capital Gemini Investors Fletch Equity |
| Deal Type | Growth Capital |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1995 |
| Size | Small |
| Type | Sector Agnostic |
Celerity Partners is a private equity firm that has invested equity capital in the change of control transactions of private companies. Celerity Partners typically partner with business owners to provide liquidity to entrepreneur and family-owned businesses, recapitalize existing owners of independent companies or facilitate corporate divestitures. Celerity Partners will consider investment opportunities across a wide range of industries in Healthcare, Contract Manufacturing, Energy Services, Infrastructure, and Environmental Services, and Transportation & Logistics. Celerity Partners was formed in 1995 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 25 of 26 |
| Sector: Life Science M&A | 7 of 7 |
| Type: Growth Capital M&A Deals | 5 of 6 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 24 of 25 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-16 |
Meridien Research
Winter Park, Florida, United States Meridien Research is a multi-specialty clinical research site company which conducts Phase I-IV inpatient and outpatient clinical trials for global, mid-sized pharmaceutical and biotech sponsors, as well as the largest contract research organizations (“CROs”). Meridien’s research covers more than 50 indications, with the range of therapeutic areas spanning central nervous system, mental health, neurology, metabolic and endocrine disorders and women’s health. Meridien Research was founded in 2000 and is based in Winter Park, Florida. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-21 |
Relation
Walnut Creek, California, United States Relation is a premier insurance broker that offers superior risk-management and benefits-consulting services through its family of brands across the U.S. It is ranked by Insurance Journal within the top 45 largest agencies in the country by revenue and has nearly 500 employees in more than 30 locations nationwide. Relation was founded in 2007 and is based in Walnut Creek, California. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 3.5B USD |
| Size | Large |
| Type | Sector Agnostic |
NewSpring Capital is a private investment firm focused on growth companies in the Mid-Atlantic US. The Firm can provide both growth equity and junior capital to prospective companies. NewSpring's target investment size for both mezzanine and equity financing is $2 to $5 million, although for new ventures, the Firm can commit up to $10 million. Sectors of interest include specialty manufacturing, technology, business services, information technology, life science, healthcare services, and medical devices. NewSpring Capital was formed in 1999 and is based in Radnor, Pennsylvania with an additional office in Short Hills, New Jersey.
| DEAL STATS | # |
|---|---|
| Overall | 127 of 201 |
| Sector: Life Science M&A | 11 of 12 |
| Type: Growth Capital M&A Deals | 59 of 106 |
| State: New York M&A | 9 of 17 |
| Country: United States M&A | 126 of 197 |
| Year: 2018 M&A | 5 of 9 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-11 |
Jobson Healthcare Information
New York, New York, United States Jobson Healthcare Information LLC is an integrated healthcare information and marketing services provider. Through its diversified, multi-media portfolio of marketing services, information databases, trade publications, medical education programs, events, websites and other digital and traditional media services, JHI is uniquely positioned to reach, educate and influence a highly targeted network of approximately one million healthcare professionals across more than 20 specialties. Jobson Healthcare Information LLC was founded in 1958 and is based in New York city. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-07-19 |
Radius Global Market Research
New York, New York, United States Radius is a custom research firm specializing in data and market research that enable brands to make more informed product development, advertising, and other strategic business decisions. Radius Global Market Research was founded in 1960 and is based in New York City. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1993 |
| PE ASSETS | 700M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Gemini Investors is a middle-market private equity firm that targets investments in growing and established businesses. Areas of interest include technology, business services, consumer services, healthcare, education, manufacturing and distribution. Gemini looks for companies with $5 to $50 million in annual revenue and typically makes investments of $3 to $8 million in the form of preferred stock and/or subordinated debt. Prospective transaction types include growth capital, recapitalization and buyout situations. Gemini Investors was formed in 1993 and is based in Wellesley, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 87 of 129 |
| Sector: Life Science M&A | 3 of 3 |
| Type: Growth Capital M&A Deals | 25 of 39 |
| State: New York M&A | 5 of 9 |
| Country: United States M&A | 87 of 129 |
| Year: 2018 M&A | 3 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-03 |
New Era Technology
West Chester, Pennsylvania, United States New Era Technology, Inc.(old) is a technology specialized integrator of professional audiovisual systems for business, education, government, and healthcare marketplaces. New Era Technology, Inc.(old) is founded in 1985 and is based in West Chester, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-01 |
AOTCO Metal Finishing
Billerica, Massachusetts, United States AOTCO Metal Finishing provides metal finishing services to prime manufacturers and their subcontractors in the aerospace, medical, defense, optical and other advanced technology industries. AOTCO Metal Finishing was founded in 1975 and is based in Billerica, Massachusetts. |
Buy | - |
Fletch Equity is a private equity firm focused on the lower middle-market change of control transactions valued from $15 to $75 million. The Firm has a preference for profitable companies ($2 to $20 million of EBITDA) operating in fragmented industries and will consider opportunities throughout the US. Fletch Equity is headquartered in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 8 |
| Sector: Life Science M&A | 2 of 2 |
| Type: Growth Capital M&A Deals | 2 of 4 |
| State: New York M&A | 1 of 1 |
| Country: United States M&A | 5 of 8 |
| Year: 2018 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-09-19 |
TruFit Athletic Clubs
McAllen, Texas, United States TruFit Athletic Clubs is an operator of an independent high-value, low-cost fitness club chain. TruFit Athletic Clubs was founded in 2006 and is based in McAllen, Texas. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-08 |
Western Jet Aviation
Van Nuys, California, United States Western Jet Aviation provides maintenance, repair, and avionics services for business and general aviation aircraft. Western Jet Aviation was founded in 1999 and is based in Van Nuys, California. |
Buy | - |