Investment Summary |
|
|---|---|
| Date | 2016-11-03 |
| Target | Advanced Structural Alloys |
| Sector | Manufacturing |
| Sellers(s) |
Crosse Partners
HCAP Partners |
| Deal Type | Unknown |
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| Category | Private Equity Firm |
|---|---|
| Size | Small |
| Type | Sector Agnostic |
Crosse Partners is a West Coast US-based private equity group focused primarily on investing in California based companies. The Firm targets established, profitable businesses in the manufacturing, distribution and service sectors. Crosse looks to invest up to $10 million per transaction. Prospective companies generally operate in well-developed/growing markets and have proven products/processes with unique competitive advantages. Crosse Partners is based in Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Manufacturing M&A | 1 of 1 |
| Type: M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-01-01 |
Fibreform Electronics
Huntington Beach, California, United States Fibreform Electronics is a machine shop specializing in servicing requirements for machined parts. Its approach is to utilize the newest machine tools available, systematic and logical planning, and experience enables it to meet a range of machining requirements, from the ultra-precision short-run, short-delivery parts. Fibreform Electronics was founded in 1945 and is based in Huntington Beach, California. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2000 |
| PE ASSETS | 670M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Huntington Capital is a mezzanine finance firm that provides both debt and equity financing to established, lower middle-market companies throughout California and the Southwest US. The Firm targets growth companies with positive cash flow, diversified customers, defensible market positions, and experienced management. The Firm looks to invest $5 to $35 million in companies generating revenues of $10 to $100 million. Areas of interest include manufacturing, services, healthcare, software, homeland security, retail, and information technology. Prospective transaction situations include buyouts, acquisitions, recapitalizations, and growth capital financings. Huntington Capital was formed in 2000 and is based in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 17 of 36 |
| Sector: Manufacturing M&A | 2 of 3 |
| Type: M&A Deals | 1 of 2 |
| State: California M&A | 15 of 23 |
| Country: United States M&A | 17 of 36 |
| Year: 2016 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-07-18 |
Lucernex
Plano, Texas, United States Lucernex, Inc. (dba Lucernex Technologies, Inc.) is a cloud-based Integrated Workplace Management System (IWMS) to both emerging and enterprise companies around the globe. The Company’s analytics, market planning, site selection, contract management, project management, facility management and maintenance management solutions are used by their valued customers every day and helps them drive revenue, reduce costs, ensure compliance and mitigate risk. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2017-01-04 |
Vertical Management Systems
Pasadena, California, United States Vertical Management Systems, is a provider of data, financial networking, and account aggregation technology. For nearly 25 years, VMS has designed, developed and hosted accounting and securities process-and-control solutions for the largest financial institutions in the United States. VMS’s three core products include its retirement platform, Retirement Revolution, a leading supplier of next-generation retirement solutions; Mutual Fund Desk (MFD), a mutual fund process-and-control platform; and Specialized Information Services (SIS), a comprehensive source of customized and audited financial data. Vertical Management Systems was founded in 1992 and is based in Pasadena, California. |
Sell | - |
