Investment Summary |
|
|---|---|
| Date | 2021-12-21 |
| Target | R&T Deposit Solutions |
| Sector | Financial Services |
| Investor(s) |
Estancia Capital Management
GTCR |
| Deal Type | Growth Capital |
| Advisor(s) | Cambridge International Partners (Financial) Holland & Knight (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2010 |
| PE ASSETS | 603M USD |
| Size | Middle-Market |
| Type | Sector Focused |
Estancia Capital Management is a private equity group focused on acquiring or investing in mid-sized asset management companies. The Firm looks to commit $10 to $70 million per opportunity and can support a variety of transaction situations including divestitures, buyouts, growth capital financings, and successions. Estancia Capital Management was founded in 2010 and is based in Scottsdale, Arizona.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 9 |
| Sector: Financial Services M&A | 3 of 4 |
| Type: Growth Capital M&A Deals | 2 of 5 |
| State: New York M&A | 3 of 3 |
| Country: United States M&A | 4 of 6 |
| Year: 2021 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-04-04 |
PMA Financial Network
Naperville, Illinois, United States PMA Financial Network is a provider of cash and fixed income investment management services, administration, distribution, advisory, financial planning (asset/liability management), and broker-dealer services, for public finance entities and local government investment pools (LGIPs). PMA Financial Network was founded in 1984 and is headquartered in Naperville, Illinois. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-11-29 |
InvestorCOM
Toronto, Ontario, Canada InvestorCOM is a provider of financial technology and outsourcing services to banks, asset managers, insurance companies, and investment dealers. InvestorCOM was founded in 2010 and is based in Toronto, Ontario. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1980 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 126 of 157 |
| Sector: Financial Services M&A | 10 of 13 |
| Type: Growth Capital M&A Deals | 8 of 14 |
| State: New York M&A | 13 of 14 |
| Country: United States M&A | 122 of 148 |
| Year: 2021 M&A | 10 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-11-01 |
Cisive
Holtsville, New York, United States Cisive is a provider of tech-enabled and compliance-driven human capital management and risk management solutions. It currently serves clients across the financial services, transportation, and media and telecom end-markets, among others, and offers transportation clients a comprehensive, industry-focused solution through its Driver iQ branded offering. Cisive was formed in 1977 and is headquartered in Holtsville, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-01-04 |
Clearwave Fiber
Savannah, Georgia, United States Clearwave Fiber is a rural broadband provider serving communities in Illinois, Florida, Alabama, Georgia and South Carolina. Clearwave Fiber was founded in 2022 and is based in Savannah, Georgia. |
Buy | - |
