M&A Deal Summary |
|
|---|---|
| Date | 2024-08-27 |
| Target | Bart & Associates |
| Sector | Information Technology |
| Buyer(s) |
DFW Capital Partners
Stellus Capital Management |
| Sellers(s) | Battle Investment Group |
| Deal Type | Secondary Buyout |
| Advisor(s) | DC Advisory (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1983 |
| PE ASSETS | 600M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
DFW Capital Partners is a private equity firm that invests in high-growth middle-market service companies generating revenues up to $200 million. Specific service areas of interest include business services, industrial services, and healthcare services. Prospective transactions include growth capital financing, acquisition financing, management buyouts, and recapitalization. DFW will not invest in start-ups, real estate, or pure R&D companies. DFW Capital Partners was formed in 1983 and is based in Teaneck, New Jersey.
| DEAL STATS | # |
|---|---|
| Overall | 39 of 41 |
| Sector: Information Technology M&A | 8 of 8 |
| Type: Secondary Buyout M&A Deals | 2 of 3 |
| State: Virginia M&A | 4 of 4 |
| Country: United States M&A | 39 of 41 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-01-16 |
Harris CPAs
Meridian, Idaho, United States Harris CPAs is a provider of accounting services, including audit & assurance, tax, and advisory & consulting. Harris CPAs was founded in 1996 and is based in Meridian, Idaho. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-04-03 |
Kept
Fairfield, New Jersey, United States Kept is the parent company of nine leading facility maintenance brands that offer a comprehensive suite of services, with over thirteen hundred skilled employees, and one thousand fully-equipped vehicles. Kept is based in Fairfield, New Jersey. |
Buy | - |
| 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 | 70 of 86 |
| Sector: Information Technology M&A | 6 of 8 |
| Type: Secondary Buyout M&A Deals | 17 of 19 |
| State: Virginia M&A | 2 of 2 |
| Country: United States M&A | 68 of 83 |
| Year: 2024 M&A | 8 of 13 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-08-13 |
AGT Robotics
Trois-Rivieres, Quebec, Canada AGT Robotics provides robotic welding solutions for the structural steel and heavy metal fabrication industry. AGT Robotics was founded in 1992 and is based in Trois-Rivieres, Quebec. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-12 |
Norplex Micarta
Postville, Iowa, United States Norplex Micarta is a producer of high-performance thermoset composite materials. By providing high quality technically advanced composites to unique customer specifications, Norplex Micarta has become the provider of choice for OEMs, fabricators, and distributors serving the electrification and industrial end markets. Norplex Micarta is based in Postville, Iowa. |
Buy | - |
Battle Investment Group is a private investment firm focused on the aerospace, defense, and industrial sectors. The Firm seeks businesses with $5 to $100 million in sales headquartered throughout North America. Prospective transaction situations include family-owned companies, non-core divestitures, and forming new enterprises with strategic partners. Battle Investment Group was established in 2016 and is headquartered in Atlanta, Georgia.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Information Technology M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: Virginia M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2024 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-03-13 |
TRS Global Services
Houston, Texas, United States TRS Global Services provides repair services on a wide range of turbines in a variety of applications. It is specialized in providing component repair and manufacturing processes for industrial, aeroderivative and aircraft gas turbines. TRS Global Services is based in Houston, Texas. |
Buy | - |
