Investment Summary |
|
|---|---|
| Date | 2019-08-01 |
| Target | Planet DDS |
| Sector | Internet Software and Services |
| Investor(s) |
Level Equity
Aquiline Capital Partners |
| Sellers(s) | District Line Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | D.A. Davidson (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2009 |
| PE ASSETS | 3.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Level Equity Management LLC is a private investment firm focused on providing equity and structured capital to growth businesses. Sectors of interest include e-commerce, healthcare services, IT, internet software, and media. Level Equity Management was formed in 2009 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 32 of 65 |
| Sector: Internet Software and Services M&A | 19 of 33 |
| Type: Secondary Buyout M&A Deals | 3 of 9 |
| State: California M&A | 8 of 12 |
| Country: United States M&A | 28 of 55 |
| Year: 2019 M&A | 4 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-30 |
BigTime Software
Chicago, Illinois, United States BigTime Software develops practice management tools that help professional services firms track, manage, and invoice their time. BigTime's industry-specific solutions are designed to speak the language of consultants of all stripes, from engineering and architecture to IT services. BigTime Software was founded in 2002 and is based in Chicago, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-01-30 |
Powell Software
Paris, France Powell Software provides workforce collaboration software to enterprises in the Microsoft Office 365 and SharePoint ecosystems. Powell’s intranet in-a-box solution makes Office 365 and SharePoint more user-friendly and customizable. Powell Software was founded in 2015 and is based in Paris, France. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 10.4B USD |
| Size | Mega |
| Type | Sector Focused |
Aquiline Capital Partners is a private equity firm that targets investments in the financial services sector. The Firm specifically invests in risk-bearing and services enterprises in industries such as property and casualty insurance, specialty finance, securities, asset management, life insurance and transaction processing. Aquiline Capital was formed in 2005 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 44 of 72 |
| Sector: Internet Software and Services M&A | 6 of 11 |
| Type: Secondary Buyout M&A Deals | 8 of 17 |
| State: California M&A | 9 of 13 |
| Country: United States M&A | 32 of 53 |
| Year: 2019 M&A | 6 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-24 |
CoAdvantage
Tampa, Florida, United States CoAdvantage engages in human resource solutions, providing Professional Employer Organization (PEO) services to small and medium-sized businesses nationwide. CoAdvantage specializes in and excels at handling human resources. CoAdvantage are HR experts who work as your outsourcing partner to administer payroll, benefits, workers’ compensation, and core HR functions. CoAdvantage was founded in 1997 and is based in Tampa, Florida. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-10-03 |
Unqork
New York, New York, United States Unqork is the pioneer no-code enterprise application platform that helps large companies build, deploy, and manage complex applications without writing a single line of code. Companies use Unqork's drag-and-drop interface to build enterprise applications faster, with higher quality and lower costs than conventional approaches. Unqork was founded in 2017 and is based in New York City. |
Buy | - |
District Line Partners is a search fund focused on acquiring a US-based profitable business with greater then $5 million in annual revenue. District Line does not have any strong sector preferences, but prefers businesses with recurring revenue, low cyclicality operating in a growing but fragmented industry. District Line Partners was established in 2013 and is headquartered in Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Secondary Buyout M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-12 |
Planet DDS
Irvine, California, United States Planet DDS is a provider of proprietary dental Software-as-a-Service and Revenue Cycle Management services. Planet DDS, through its flagship product, Denticon, provides cloud-based dental practice management software. Planet DDS has been dedicated to providing individual dentists and multi-location dental groups with the software necessary to increase efficiencies and grow their practices while reducing IT spend and enhancing security. Planet DDS was founded in 2003 and is based in Irvine, California. |
Buy | - |
