Investment Summary

Endicott Capital Invests In CFRA

On January 12, 2023, private equity firm Endicott Capital invested in business services company CFRA

Investment Highlights
  • This is Endicott Capital’s 3rd transaction in the Business Services sector.
  • This is Endicott Capital’s 6th transaction in the United States.
  • This is Endicott Capital’s 1st transaction in Virginia.

Investment Summary

Date 2023-01-12
Target CFRA
Sector Business Services
Investor(s) Endicott Capital
Deal Type Growth Capital

Target

CFRA

Charlottesville, Virginia, United States
CFRA is provider of institutional-grade independent equity research. Through sophisticated forensic analysis and broad fundamental equity and fund research, CFRA empowers sophisticated investment professionals, advisors, and risk managers with actionable ideas and proven results. CFRA was founded in 1994 and is based in Charlottesville, Virginia.

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Investor(S) 1

DESCRIPTION

Endicott Group is a private equity firm focused on profitable lower-middle market companies across the US. Endicott Capital invests exclusively in technology-enabled, B2B information services companies. The Firm seeks to make majority or minority investments in businesses with $5 to $50 million in revenue, defensible business models, high barriers to entry, and recurring revenue. Endicott Group was founded in 1996 and is headquartered in New York, New York.


DEAL STATS #
Overall 7 of 9
Sector: Business Services M&A 3 of 4
Type: Growth Capital M&A Deals 2 of 3
State: Virginia M&A 1 of 1
Country: United States M&A 6 of 7
Year: 2023 M&A 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-19 MANTL

New York, New York, United States

MANTL is a financial technology firm offering omnichannel account origination software for banks and credit unions. MANTL was founded in 2017 and is based in New York City.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-10-30 Aosphere

London, United Kingdom

Aosphere is a legal information and technology company that specializes in providing digital subscription-based legal services, focusing on cross-border regulatory compliance, derivatives, data privacy, and market practice analysis. Aosphere was founded in 2002 and is based in London, United Kingdom.

Buy -