Investment Summary |
|
|---|---|
| Date | 2021-06-07 |
| Target | Ad.net |
| Sector | Marketing |
| Investor(s) |
Clarion Capital Partners
Five Points Capital Stellus Capital Management |
| Deal Type | Growth Capital |
| Advisor(s) | Moelis & Co. (Financial) Sheppard Mullin Richter & Hampton (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| Size | Small |
| Type | Sector Agnostic |
Clarion Capital Partners is a private equity investment firm that invests in middle-market, growth-oriented companies with and an enterprise value of $50 to $200 million and EBITDA greater than $7.5 million. Target industries include consumer products, business and healthcare services, specialty financial services, specialty retail, and niche media/entertainment. Clarion seeks companies requiring an equity investment of $15 to $75 million in a broad range of investment structures including: growth equity, recapitalizations, and leveraged buyouts. Clarion Capital was formed in 1999 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 20 of 26 |
| Sector: Marketing M&A | 2 of 3 |
| Type: Growth Capital M&A Deals | 6 of 10 |
| State: California M&A | 2 of 3 |
| Country: United States M&A | 19 of 25 |
| Year: 2021 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-19 |
Lenox
Bristol, Pennsylvania, United States Lenox is a provider of high-quality tabletop, giftware, and collectible products sold under the Lenox brand as well as the Dansk, Gorham, and Department 56 brand names. Lenox was founded in 1889 and is based in Bristol, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-09-13 |
OpenRoad Lending
Fort Worth, Texas, United States OpenRoad Lending is a provider of online direct-to-consumer auto finance company. OpenRoad partners with banks, credit unions and institutional investors to enable consumers to refinance their existing auto loans, lower their interest rates and achieve significant monthly savings. OpenRoad Lending was founded in 2009 and is based in Fort Worth, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Five Points Capital makes both direct private equity and junior capital investments in US-based middle-market companies. Five Points prefers control based investments and will consider opportunities in a variety of industries. For both equity and mezzanine investments, the Firm looks to commit $5 to $25 million of capital in businesses with at least $10 million in sales and $3 million of EBITDA. Five Points Capital was formerly known as BB&T Capital Partners and re-branded in 2015. The Firm was established in 1997 and is based in Winston-Salem, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 80 of 89 |
| Sector: Marketing M&A | 4 of 4 |
| Type: Growth Capital M&A Deals | 13 of 18 |
| State: California M&A | 5 of 6 |
| Country: United States M&A | 80 of 89 |
| Year: 2021 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-01-11 |
Bravida Medical
Largo, Florida, United States Bravida Medical is a manufacturer of proprietary hydrocolloid products for urinary management, securement, infection control, and skin protection. Bravida Medical also provides custom wound care daily dressing change kits to patients with ventricular assist devices installed due to heart failure. Bravida Medical was founded in 1991 and is based in Largo, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-07-19 |
Conisus
Atlanta, Georgia, United States Conisus provides scientific-oriented promotional marketing and education solutions to a diverse group of biopharmaceutical companies to assist in the promotion and education of oncology drugs and therapies. Conisus was formed in 2007 and is based in Atlanta, Georgia. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 3.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $20 to $100 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 24 of 86 |
| Sector: Marketing M&A | 3 of 10 |
| Type: Growth Capital M&A Deals | 5 of 24 |
| State: California M&A | 4 of 10 |
| Country: United States M&A | 24 of 83 |
| Year: 2021 M&A | 4 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-02 |
Mommy’s Bliss
Richmond, California, United States Mommy’s Bliss provides products to soothe babies with digestive issues and has expanded its expertise to support kids’ digestive health, sleep, and immunity. Mommy’s Bliss was founded in 1999 and is based in Richmond, California. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-08 |
Primus Aerospace
Lakewood, Colorado, United States Primus Aerospace is a manufacturer of complex precision components for the aerospace, defense, and space (“AD&S”) sectors. Primus serves several of the premier AD&S prime contractors and original equipment manufacturers (“OEMs”) for many of the industry’s most strategic platforms and programs. Primus Aerospace is based in Lakewood, Colorado. |
Buy | - |
