Investment Summary |
|
|---|---|
| Date | 2024-10-09 |
| Target | Monument Advocacy |
| Sector | Business Services |
| Investor(s) |
Everlane Equity Partners
Pine Street Capital Partners |
| Deal Type | Growth Capital |
| Advisor(s) | Lakeside Partners (Financial) Bryan Cave Leighton Paisner (BCLP) (Legal) |
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Everlane Equity Partners is a private equity firm that invests in small to mid-sized family or founder owned companies across the US. The Firm looks for profitable businesses with $1.5 to $8 million of EBITDA. Sectors of interest include business services, financial services, healthcare, industrial, and IT services. The Firm seeks to partner with management teams and provide dedicated senior-level support and strategic resources to accelerate growth and institutionalize operations. Everlane Equity Partners was formed in 2018 and is based in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 5 of 5 |
| Sector: Business Services M&A | 2 of 2 |
| Type: Growth Capital M&A Deals | 5 of 5 |
| State: District of Columbia M&A | 1 of 1 |
| Country: United States M&A | 5 of 5 |
| Year: 2024 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-14 |
Carey & Co
New York City, New York, United States Carey & Co helps nonprofits grow by providing outsourced financial leadership and services that support efficient operations, transparent finances, and strategic decision-making. Carey & Co is based in New York City, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-20 |
South Watch
Norwood, Massachusetts, United States South Watch is a boutique provider of comprehensive fund administration, outsourced CFO support, and tax preparation services to hedge fund managers. South Watch was founded in 2016 and is based in Norwood, Massachusetts. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 425M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Pine Street Capital Partners provides mezzanine capital to small and medium-sized private and public companies. PSCP will consider investments from $3 to $15 million in companies generating at least $10 million of sales. Target sectors include manufacturing, business services, consumer products, healthcare and media. PSCP prefers investments in the Northeast and Mid-Atlantic regions of the US, but will consider opportunities nationwide. Investment funds are typically used to support strategic acquisitions, growth, management and employee buyouts, and leveraged recapitalization. PSCP will not invest in the real estate, biotech and oil & gas industries. Pine Street Capital Partners was formed in 2004 and is based in Albany, New York.
| DEAL STATS | # |
|---|---|
| Overall | 47 of 49 |
| Sector: Business Services M&A | 4 of 4 |
| Type: Growth Capital M&A Deals | 17 of 18 |
| State: District of Columbia M&A | 1 of 1 |
| Country: United States M&A | 47 of 49 |
| Year: 2024 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-05-07 |
Verdantas
Dublin, Ohio, United States Verdantas is a provider of environmental science, engineering, and consulting services across industrial, energy, government, water, transportation, real estate, and technology end-markets. Verdantas was founded in 2020 and is based in Dublin, Ohio. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-10 |
Burnyzz
Ocala, Florida, United States Burnyzz is a specialized automotive services business focused on the restoration/build, sale, and service of classic and iconic cars, as well as heavy-duty trucks and trailers. It offers fully custom restoration and modernization services, in which the Company takes the body of a classic car and outfits the vehicle with entirely new parts providing modernized comfort and capabilities. Burnyzz was founded in 2010 and is based in Ocala, Florida. |
Buy | - |
