M&A Deal Summary

Clearview Capital and Brookside Capital Partners Acquire UpSwell

On February 27, 2018, private equity firm Clearview Capital and mezzanine finance firm Brookside Capital Partners acquired marketing company UpSwell

Acquisition Highlights
  • This is Clearview Capital’s 1st and Brookside Capital Partners’ 3rd transaction in the Marketing sector.
  • This is Clearview Capital’s 29th and Brookside Capital Partners’ 32nd transaction in the United States.
  • This is Clearview Capital’s 2nd and Brookside Capital Partners’ 2nd transaction in Georgia.

M&A Deal Summary

Date 2018-02-27
Target UpSwell
Sector Marketing
Buyer(s) Clearview Capital
Brookside Capital Partners
Deal Type Buyout (LBO, MBO, MBI)

Target

UpSwell

Marietta, Georgia, United States
UpSwell is a provider of turnkey, data-driven direct mail and related marketing solutions primarily to small and medium-sized businesses (“SMB”) and franchises in a wide variety of consumer services industries, including automotive services, healthcare, and home services businesses. UpSwell was founded in 2008 and is based in Marietta, Georgia.

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Buyer(S) 2

Buyer

Clearview Capital

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1999
PE ASSETS 645M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Clearview Capital LLC is a private equity firm that targets investments in North American companies with operating profits between $4 and $20 million. Sectors of interest include general manufacturing, plastics, food processing, furniture, education, healthcare, outsourcing, distribution, oil field services, consumer products, and industrial. The Firm prefers majority investment situations in transaction types that include corporate divestitures, management buyouts, and ownership transfers of closely-held companies. Clearview Capital was formed in 1999 and has offices in Connecticut, California.


DEAL STATS #
Overall 30 of 43
Sector (Marketing) 1 of 3
Type (Buyout (LBO, MBO, MBI)) 19 of 21
State (Georgia) 2 of 2
Country (United States) 29 of 42
Year (2018) 1 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-02 Xact Data Discovery

Mission, Kansas, United States

Xact Data Discovery is a provider of eDiscovery, data management, and managed review services for law firms and corporations. XDD helps clients optimize their eDiscovery matters by orchestrating pristine communication between people, processes, technology, and data. The company services include forensics, eDiscovery processing, Relativity hosting, and managed review. XDD has 16 offices throughout the United States and two locations in India. It offers exceptional customer service with a commitment to responsive, transparent, and timely communication to ensure clients remain informed throughout the entire discovery life cycle. Xact Data Discovery was founded in 1994 and is based in Mission, Kansas.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-04-06 Community Medical Services

Scottsdale, Arizona, United States

Community Medical Services is a provider of medication-assisted treatment (“MAT”) programs for patients suffering from substance use disorders. Operating across four states, the Company provides services to more than 4,000 individuals from 14 comprehensive treatment centers, including the nation’s first 24-hour Opioid Treatment Program. Community Medical Services was founded in 1983 and is based in Scottsdale, Arizona.

Buy -
Buyer
DESCRIPTION

Brookside Capital Partners is an investment management firm focused on stable lower-middle market companies in the US. The Firm typically commits $5 to $30 million per transaction to support buyouts, leveraged recapitalizations, strategic acquisitions and growth. Potential businesses generally have revenue greater than $15 million, and EBITDA of at least $4 million. Industries of interest include business services, consumer, distribution, healthcare, manufacturing, and transportation and logistics. Brookside Capital Partners was established in 2001 and is based in Stamford, Connecticut.


DEAL STATS #
Overall 32 of 65
Sector (Marketing) 3 of 7
Type (Buyout (LBO, MBO, MBI)) 7 of 15
State (Georgia) 2 of 2
Country (United States) 32 of 65
Year (2018) 2 of 5
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-02 Principal Sloan

San Angelo, Texas, United States

Principal Sloan is an electronics component provider to the electrical sign industry in North America. The company manufactures and sells UL-recognized LED sign modules and cabinet products for new and retrofit sign applications, as well as neon and LED power supplies and other sign accessories. Principal Sloan was founded in 2010 and is based in San Angelo, Texas.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-03-01 Quantix

Woodlands, Texas, United States

Quantix is a provider of dry bulk transportation, packaging, distribution and logistics solutions to numerous multinational companies within the chemical and plastic industries. Quantix was founded in 1965 and is based in the Woodlands, Texas.

Buy -