M&A Deal Summary |
|
|---|---|
| Date | 2015-09-14 |
| Target | Avalon Advisors |
| Sector | Financial Services |
| Buyer(s) | Cynosure Group |
| Sellers(s) | The Carlyle Group |
| Deal Type | Secondary Buyout |
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The Cynosure Group is an independent alternatives asset manager and advisor that makes long-term investments on behalf of families, foundations, and other like-minded institutions. The Firm has a special interest in founder controlled companies with at least $5 million of EBITDA where the owner is looking for full or partial liquidity. Cynosure will consider both minority and majority positions, and will provide follow-on financing if needed. The Cynosure Group is based in Salt Lake City, Utah with an additional office in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 13 |
| Sector: Financial Services M&A | 1 of 7 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Texas M&A | 1 of 2 |
| Country: United States M&A | 1 of 12 |
| Year: 2015 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-03 |
Savant Capital Management
Rockford, Illinois, United States Savant Capital Management is a fee-only wealth management firm. Savant Capital Management offers investment management, financial planning, retirement plan, and family office services to financially established individuals and institutions. Savant also offers corporate accounting, tax preparation, payroll and consulting through its affiliate, Savant Tax & Consulting. Savant Capital Management was founded in 1986 and is based in Rockford, Illinois. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1987 |
| PE ASSETS | 435.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 281 of 488 |
| Sector: Financial Services M&A | 14 of 35 |
| Type: Secondary Buyout M&A Deals | 54 of 119 |
| State: Texas M&A | 30 of 38 |
| Country: United States M&A | 171 of 261 |
| Year: 2015 M&A | 14 of 24 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-09 |
Metropolis Healthcare
Mumbai, India Metropolis Healthcare provides a variety of pathology laboratories throughout India. Metropolis Healthcare was founded in 1980 and is based in Mumbai, Maharashtra. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-09-16 |
Coalfire
Greenwood Village, Colorado, United States Coalfire is a cybersecurity advisor that helps organizations avert threats, close gaps, and effectively manage cyber risk. By providing independent, tailored advice and services that span the cybersecurity lifecycle, the company helps clients develop scalable programs that improve their security posture. Coalfire was founded in 2001 and is based in Greenwood Village, Colorado. |
Buy | - |
