Investment Summary

EdgeStone Capital Partners Exits EZShield

On April 3, 2017, private equity firm Wicks Group invested in internet software and services company EZShield from EdgeStone Capital Partners

Investment Highlights
  • This is Wicks Group’s 1st transaction in the Internet Software and Services sector.
  • This is Wicks Group’s 30th transaction in the United States.
  • This is Wicks Group’s 1st transaction in Maryland.
Investment Fate
  • EZShield was sold to a strategic buyer in 2019.

Investment Summary

Date 2017-04-03
Target EZShield
Sector Internet Software and Services
Investor(s) Wicks Group
Sellers(s) EdgeStone Capital Partners
Deal Type Secondary Buyout
Advisor(s) Signal Hill Capital (Financial)
Osler (Legal)

Target

EZShield

Nottingham, Maryland, United States
EZShield, Inc. is a provider of fraud protection to consumers and small business customers through trusted partners in the financial services, benefits/payroll, insurance, telecommunications and warranty markets. EZShield full range of identity theft and fraud services are offered on a secure, flexible platform and backed by best-in-class customer support. EZShield was founded in 2001 and is based in Nottingham, Maryland.

Search 214,239 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try Free

Investor(S) 1

Investor

Wicks Group

New York, New York, United States

Investor Investor Investor Investor Investor


Category Private Equity Firm
Founded 1989
PE ASSETS 1.2B USD
Size Large
Type Sector Agnostic
DESCRIPTION

The Wicks Group is a private equity firm focused on selected segments of the communications, information and media industries. Wicks targets privately held or non-core divisions of large corporations with high-margins, limited competitive environment, and strong cash flow potential. Specific areas of interest include special interest publishing (trade magazines, workplace training, reference publishing, consumer magazines), business information services, (market information, specialized databases, consumer research), television broadcasting, radio broadcasting, newspapers, cable television, and outdoor advertising. The Wicks Group was formed in 1989 and is based in New York City.


DEAL STATS #
Overall 31 of 33
Sector: Internet Software and Services M&A 1 of 1
Type: Secondary Buyout M&A Deals 7 of 7
State: Maryland M&A 1 of 1
Country: United States M&A 30 of 32
Year: 2017 M&A 3 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-01-25 Syndigo

Chicago, Illinois, United States

Syndigo is a provider of digital content and retail omnichannel optimization solutions for the consumer-packaged goods and fast-moving consumer goods industries. Syndigo is based in Chicago, Illinois.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2017-04-28 Invo Healthcare

Tampa, Pennsylvania, United States

Invo HealthCare is a provider of outsourced clinical services for special needs children in 23 states. It operates through two divisions that serve the needs of preschool children (3-5) and school age children (K-12). In addition Invo’s early intervention division provides service delivery to children from birth to 3 years. Invo Healthcare was founded in 1993 and is based in Tampa, Pennsylvania.

Sell -

Seller(S) 1

SELLER

EdgeStone Capital Partners

Toronto, Ontario, Canada

Investor Investor Investor


Category Private Equity Firm
Founded 1999
PE ASSETS 2.5B USD
Size Large
Type Sector Agnostic
DESCRIPTION

EdgeStone Capital Partners, Inc. is a private equity firm that targets middle market companies located in the Canada. The Firm targets to invest in companies with an EBITDA range $10 - $50 million and Enterprise value of $50 - $250 million. It seeks to invest in equity and equity related instruments and seeks to hold majority position and board seat in portfolio companies. Specific areas of interest include light manufacturing, business services, and consumer services. Type of transaction includes MBO, recapitalizations, growth capital, divestiture or non-core business and succession planning. EdgeStone Capital Partners, Inc. is based in Toronto, Ontario.


DEAL STATS #
Overall 25 of 25
Sector: Internet Software and Services M&A 4 of 4
Type: Secondary Buyout M&A Deals 3 of 3
State: Maryland M&A 2 of 2
Country: United States M&A 6 of 6
Year: 2017 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2016-10-20 Aurigen Capital

Hamilton, Bermuda

Aurigen Capital is a Bermuda-domiciled life reinsurer focused primarily on providing reinsurance to Canadian and U.S. primary life insurers.

Sell CA$375M