Investment Summary |
|
|---|---|
| Date | 2015-03-04 |
| Target | Courion |
| Sector | Software |
| Sellers(s) |
Paladin Capital Group
JMI Equity Prospector Equity Capital Citizens Capital |
| Deal Type | Secondary Sale |
SEARCH BY
| Category | Growth Capital Firm |
|---|---|
| Founded | 2001 |
| PE ASSETS | 1.5B USD |
| Size | Large |
| Type | Sector Focused |
Paladin Capital Group is a growth capital firm focused on early and expansion stage businesses related to homeland security, defense, and business continuity. Specific areas of interest include identity management, antimicrobial solutions, mesh networks, IT services, data storage, business process software, network management software and detection, biometrics, and protective equipment. Paladin Capital Group was formed in 2001 and is headquartered in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 22 of 44 |
| Sector: Software M&A | 5 of 10 |
| Type: Secondary Sale M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 5 of 5 |
| Country: United States M&A | 21 of 38 |
| Year: 2015 M&A | 2 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-09 |
Neohapsis
Chicago, Illinois, United States Neohapsis, Inc. is a provider of mobile and cloud security services. Neohapsis provides risk management, compliance, cloud, application, mobile, and infrastructure security solutions to Fortune 500 customers |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-24 |
ProtectWise
Denver, Colorado, United States ProtectWise, Inc. provides cloud-delivered network detection and response. The ProtectWise platform creates full-fidelity network memory in the cloud to detect threats. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1992 |
| PE ASSETS | 7.5B USD |
| Size | Mega |
| Type | Sector Focused |
JMI Equity is a private equity firm focused on investments in software, internet, business service, and healthcare IT. Targeted businesses typically help automate and optimize business and information technology processes. The Firm will consider investments at all stages of development, including early-stage companies, self-funded businesses requiring growth capital, and later stage businesses in need of buyout or recapitalization funding. JMI looks to commit at least $25 million per transaction. JMI Equity was formed in 1992 and maintains offices in San Diego and Baltimore.
| DEAL STATS | # |
|---|---|
| Overall | 70 of 107 |
| Sector: Software M&A | 40 of 55 |
| Type: Secondary Sale M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 7 of 10 |
| Country: United States M&A | 64 of 95 |
| Year: 2015 M&A | 3 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-23 |
PowerPlan
Atlanta, Georgia, United States PowerPlan, Inc. is a provider of asset-centric accounting, tax, budgeting and analytics software solutions for asset-intensive businesses. PowerPlan was founded in 1994 and is based in Atlanta, Georgia. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-24 |
Rsam
Secaucus, New Jersey, United States Rsam is a provider of Governance, Risk and Compliance (“GRC”) software platform. The Rsam Platform delivers unparalleled flexibility for companies to leverage out-of-the-box solutions and build-your-own (BYO) applications for a wide range of compliance, risk, and security functions. Premier organizations and government regulators rely on Rsam to obtain superior intelligence, control, and visibility of their enterprise-wide GRC and security posture. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2002 |
| Size | Small |
| Type | Sector Agnostic |
Prospector Equity Capital is a private equity firm that targets smaller, middle-market company investments in the Western US. The Firm has a particular interest in opportunities located in Utah, Wyoming, Idaho, Arizona, and California. Prospector is a generalist investor with interest in a broad range of industries including technology, healthcare, software, communications, and manufacturing. The Firm's target investment size is $500,000 to $4 million in businesses at or near profitability. Prospector Equity Capital was formed in 2002 and is based in Park City, Utah.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Software M&A | 2 of 2 |
| Type: Secondary Sale M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2015 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-10-01 |
Cymphonix
Sandy, Utah, United States Cymphonix Corp. develops software applications that optimize the throughput and functionality of IP networks by quickly prioritizing network traffic and controlling or blocking bandwidth allocated to wasteful or dangerous applications. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 500M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Citizens Capital is the private equity affiliate of Citizens Financial and provides both mezzanine and equity capital to later-stage privately-held companies in the US. Citizens looks to commit $3 to $15 million in subordinated debt transactions and $1 to $3 million for growth equity needs. Target sectors include manufacturing, consumer products, distribution, and service-based industries. The Firm's investment horizon is five to seven years. Citizens Capital is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 11 of 11 |
| Sector: Software M&A | 1 of 1 |
| Type: Secondary Sale M&A Deals | 1 of 1 |
| State: Massachusetts M&A | 5 of 5 |
| Country: United States M&A | 11 of 11 |
| Year: 2015 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-01-27 |
The Faucet Queens
Cranbury, New Jersey, United States The Faucet Queens, Inc. is a marketer and distributor of convenience-oriented home hardware products to the food and drug retail channel. Company provides the broadest line of home hardware products in the industry with 14 product lines and over 650 SKUs, including hand tools, kitchen and bath items, twine, padlocks, paint supplies, automotive items and sewing related items. Faucet Queen serves as the outsourced supply chain management partners for many of the top grocery and drug retail chains throughout the United States and Canada. |
Sell | - |
