Investment Summary

DFW Capital Partners Invests In Vantage Insurance Partners

On January 15, 2021, private equity firm DFW Capital Partners invested in insurance company Vantage Insurance Partners

Investment Highlights
  • This is DFW Capital Partners’ 1st transaction in the Insurance sector.
  • This is DFW Capital Partners’ 32nd transaction in the United States.
  • This is DFW Capital Partners’ 3rd transaction in New York.

Investment Summary
Date 2021-01-15
Target Vantage Insurance Partners
Sector Insurance
Investor(s) DFW Capital Partners
Deal Type Stake Purchase

Target

Vantage Insurance Partners

New York, New York, United States
Vantage Insurance Partners acquires majority (55%-85%) positions in retail agencies, managing general agencies, wholesalers and specialty insurance-related companies nationwide. Vantage Insurance Partners is based in New York City.

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Investor(S) 1

Investor

DFW Capital Partners

New York, New Jersey, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 1983
PE ASSETS 600M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

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 32 of 38
Sector (Insurance) 1 of 1
Type (Stake Purchase) 2 of 3
State (New York) 3 of 3
Country (United States) 32 of 38
Year (2021) 1 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-05-07 EPIC iO

Fort Mill, South Carolina, United States

EPIC iO provides an end-to-end suite of technology configuration, installation and event monitoring services and solutions for a variety of applications, including public safety, traffic control, theft detection and prevention, human access and industrial and infrastructure maintenance. End markets include municipal governments, law enforcement, utilities, healthcare facilities, retail facilities, financial institutions, agriculture, and other commercial operations. EPIC iO was founded in 2001 and is based in Fort Mill, South Carolina.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-08-16 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+ is based in Monroeville, Pennsylvania.

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Legal