Investment Summary |
|
|---|---|
| Date | 2022-09-08 |
| Target | Said Differently |
| Sector | Marketing |
| Investor(s) |
Falfurrias Capital Partners
Stellus Capital Management |
| Deal Type | Stake Purchase |
| Advisor(s) | Alston & Bird (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2006 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
Falfurrias Capital Partners is a private equity firm that invests in lower and middle-market companies located in the Eastern US. Falfurrias focuses on companies with experienced management teams, differentiated product features, diverse customers, revenues in excess of $10 million, and EBITDA of $5 million to $40 million. The Firm looks to invest at least $25 million per transaction. Specific areas of interest include financial services, consumer products, health care, building products, manufacturing, business services, education, training, infrastructure, and information services. The Firm will consider a variety of transaction types, including buyouts, growth capital financings, recapitalization, and corporate divestitures. Falfurrias Capital Partners was formed in 2006 and based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 30 of 44 |
| Sector: Marketing M&A | 3 of 3 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Florida M&A | 3 of 3 |
| Country: United States M&A | 30 of 42 |
| Year: 2022 M&A | 3 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-07-19 |
Industry Dive
Washington, District of Columbia, United States Industry Dive is a digital media company that publishes business news and original analysis for 2 million executives in 11 industries. Industry Dive provides premium business news, original analysis, and other information products and services to more than 7 million executives across 19 industry verticals ranging from banking and supply chain to retail and waste. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-28 |
Ballast Research
Washington, District of Columbia, United States Ballast Research is a provider of federal and state advisory consulting services. Ballast Research is based in Washington, District of Columbia. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2004 |
| PE ASSETS | 3.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Stellus Capital Management is a provider of debt and equity capital to middle-market companies headquartered throughout the US and Canada. For credit commitments, Stellus looks to provide $10 to $50 million of capital to help support buyouts, acquisitions, recapitalization, growth opportunities, rescue financing, distressed situations, as well as bridge loans. Sectors' of interest for Stellus' credit practice includes business services, energy, general industrial, government, healthcare, software and specialty finance. Stellus' equity practice seeks to provide $20 to $100 million to small and mid-sized energy (upstream, oilfield services, midstream) companies. Stellus Capital was originally formed in 2004 as Laminar Direct Capital and operated as the direct investing unit of D.E. Shaw. The Group became independent in 2012. Stellus has offices in Houston, New York City, and Washington DC.
| DEAL STATS | # |
|---|---|
| Overall | 48 of 86 |
| Sector: Marketing M&A | 6 of 10 |
| Type: Stake Purchase M&A Deals | 1 of 1 |
| State: Florida M&A | 5 of 9 |
| Country: United States M&A | 47 of 83 |
| Year: 2022 M&A | 17 of 21 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-06 |
MacKenzie-Childs
Aurora, New York, United States MacKenzie-Childs is a designer, manufacturer, and multichannel merchant of handcrafted ceramics and enamel tableware, furniture, home decor, garden furniture and accessories, and personal accessories. MacKenzie-Childs was founded in 1983 and is based in Aurora, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-09-21 |
PCS Software
Houston, Texas, United States PCS Software develops and directly markets an integrated transportation management software solution for the inland trucking industry in the United States and Canada. PCS Software was founded in 1997 and is based in Houston, Texas. |
Sell | - |
