M&A Deal Summary |
|
|---|---|
| Date | 2019-07-23 |
| Target | VertexOne |
| Sector | Information Technology |
| Buyer(s) |
DFW Capital Partners
Capital Southwest |
| Sellers(s) |
Oak Hill Capital
GenNx360 Capital Partners LDC |
| Deal Type | Recapitalization |
| Advisor(s) | Baird (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 | 28 of 41 |
| Sector: Information Technology M&A | 5 of 8 |
| Type: Recapitalization M&A Deals | 6 of 6 |
| State: Texas M&A | 1 of 3 |
| Country: United States M&A | 28 of 41 |
| Year: 2019 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-17 |
Superior Controls
Seabrook, New Hampshire, United States Superior Controls, Inc. is a provider of automation and control systems integration services to the life sciences industry. Superior Controls serves blue-chip biotech and pharmaceutical manufacturers across the U.S. with more than 135 engineers and other professionals, most in close proximity to the nation’s life sciences hubs on the Eastern Seaboard and West Coast. Superior Controls, Inc. was founded in 1993 and is based in Seabrook, New Hampshire. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-11 |
RQM+
Monroeville, Pennsylvania, United States RQM+ is a medical device and diagnostics-focused, regulatory, and quality consulting firm. The company delivers transformative solutions by providing unrivaled collective expertise, fueled by a passion for client success. RQM+’s experts are collaborative, laser-focused on client needs, and committed to delivering high-value solutions that exceed expectations. RQM+ was founded in 2008 and is based in Monroeville, Pennsylvania. |
Buy | - |
| Category | Business Development Company |
|---|---|
| Founded | 1961 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Capital Southwest Corp. is a credit focused business development company focused on providing financing to profitable, mid-sized companies throughout the US. The Firm doesn't have any sector preferences and will consider a variety of investment structures. Capital Southwest Corp. was originally established in 1961 and is headquartered in Dallas, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 37 of 50 |
| Sector: Information Technology M&A | 3 of 5 |
| Type: Recapitalization M&A Deals | 5 of 8 |
| State: Texas M&A | 14 of 18 |
| Country: United States M&A | 36 of 49 |
| Year: 2019 M&A | 4 of 8 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-08 |
Driven
Falls Church, Virginia, United States Driven is an eDiscovery consultancy and information management company that supports customers across the data lifecycle primarily as it relates to litigation support. Within eDiscovery, the Company offers a full spectrum of solutions to clients through a combination of consulting, technology resale, forensics, managed review, production, and hosting. Driven was founded in 2001 and is based in Falls Church, Virginia. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-26 |
Trafera
Saint Paul, Minnesota, United States Trafera is a provider of educational technology to K-12 schools and a top K-12 focused reseller of Google Chrome devices. Trafera offers a broad range of additional hardware and software solutions that support better outcomes through technology and also offers a robust set of services including deployment and warranty support. Trafera is based in Saint Paul, Minnesota. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| PE ASSETS | 9.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Oak Hill Capital Partners was originally formed as the private equity investment vehicle for Robert Bass and in 1999, opened up to outside investors and raised its first private equity fund. Oak Hill looks to invest in middle-market companies and focuses its efforts within six industry groups. The six groups include basic industries; business and financial services; consumer, retail, and distribution; healthcare; media and telecom; and technology. Oak Hill targets businesses with defensible business models, strong market positions, and 'best-in-class' management. Oak Hill Capital was formed in 1986 and has offices in Stamford, Connecticut; Menlo Park, California; and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 56 |
| Sector: Information Technology M&A | 5 of 7 |
| Type: Recapitalization M&A Deals | 1 of 4 |
| State: Texas M&A | 6 of 7 |
| Country: United States M&A | 40 of 47 |
| Year: 2019 M&A | 3 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-16 |
AccentCare
Dallas, Texas, United States AccentCare is a provider of post-acute healthcare, with partnerships and care models covering the full continuum from personal, non-medical care to skilled nursing, rehabilitation, hospice, and care management. AccentCare was founded in 1999 and is based in Dallas, Texas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-19 |
Calero Software
Rochester, New York, United States Calero Software is a provider of communications lifecycle management (CLM) solutions designed to turn communication data into actionable insight by simplifying the management of voice, mobile and other unified communications services and assets. Calero Software is based in Rochester, New York. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 2.2B USD |
| Size | Large |
| Type | Sector Agnostic |
GenNx360 Capital Partners is a private equity firm focused on acquiring mid-sized US-based businesses. GenNx360 targets companies with revenues between $50 and $500 million and $5 to $35 million of EBITDA. The Firm looks to invest $25 to $100 million per transaction. Specific areas of interest include industrial water treatment, specialty chemicals/engineered materials, industrial machinery/equipment components, agriculture products and services, global transportation component parts, aerospace/defense, oil/gas services and business services. GenNx360 Capital Partners was formed in 2006 and is based in New York, New York.
| DEAL STATS | # |
|---|---|
| Overall | 6 of 17 |
| Sector: Information Technology M&A | 1 of 2 |
| Type: Recapitalization M&A Deals | 2 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 5 of 15 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-20 |
Miller Environmental Group
Calverton, New York, United States Miller Environmental Group services the utility, transportation, and petrochemical industries in the areas of emergency response, waste transportation and disposal, remediation, and industrial as well as marine services. Miller Environmental Group was founded in 1971 and is based in Calverton, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-01 |
Pacteon
Greensboro, Georgia, United States Pacteon provides design, assembly, and manufacturing of fully integrated and automated end-of-line packaging equipment solutions, including cartoning, case packing, palletizing, and stretch wrapping machinery. Pacteon was founded in 2020 and is based in Greensboro, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 3.9B GBP |
| Size | Large |
| Type | Sector Agnostic |
LDC is the private equity and investment arm of Lloyds Banking Group. LDC invests in mid-market companies throughout the UK. LDC seeks high growth businesses with at least two years of profitability (greater than £1 million). The Firm looks to commit £2 to £100 million in companies generating at least £5 million in revenue. Areas of interest include cleantech/environmental, construction/property, financial services, healthcare, industrials, retail/consumer, support services, TMT and travel/leisure. Prospective transaction types includes acquisition financings, development capital, equity release, MBOs, MBIs, mergers, private placements, and secondary buy-outs. LDC was formed in 1981 and is based in London.
| DEAL STATS | # |
|---|---|
| Overall | 143 of 210 |
| Sector: Information Technology M&A | 9 of 16 |
| Type: Recapitalization M&A Deals | 2 of 2 |
| State: Texas M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2019 M&A | 9 of 11 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-22 |
Onecom
Fareham, United Kingdom Onecom is a provider of communication services and unified solutions across fixed-line voice, connectivity, and cloud computing to companies that includes Farrow & Ball, Thwaites, Celtic Manor, and 118 UK Ltd. Onecom was founded in 2002 and is based in Fareham, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-13 |
Plimsoll Productions
Bristol, United Kingdom Plimsoll Productions is an independent television production company in the UK. Plimsoll Productions BAFTA, EMMY, and Academy Award-winning team specializes in wildlife, documentary, live, and factual entertainment shows. Plimsoll Productions was founded in 2013 and is based in Bristol, England. |
Buy | - |
