Investment Summary |
|
|---|---|
| Date | 2023-05-16 |
| Target | SageSure |
| Sector | Insurance |
| Investor(s) |
Flexpoint Ford
Ares Private Equity Group AmWINS |
| Deal Type | Growth Capital |
| Advisor(s) | Shipman & Goodwin (Legal) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 2005 |
| PE ASSETS | 7.8B USD |
| Size | Mega |
| Type | Sector Focused |
Flexpoint Ford is a private equity firm focused on investments in healthcare and financial services companies. Flexpoint prefers control based investments and looks to commit $50 to $500 million per transaction. The Firm is flexible when it comes to investment structure and asset class. Flexpoint Ford was formed in 2005 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 49 of 56 |
| Sector: Insurance M&A | 10 of 11 |
| Type: Growth Capital M&A Deals | 14 of 19 |
| State: New Jersey M&A | 2 of 2 |
| Country: United States M&A | 44 of 50 |
| Year: 2023 M&A | 2 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-19 |
Keystone Agency Partners
Harrisburg, Pennsylvania, United States Keystone Agency Partners is an insurance brokerage platform that acquires and partners with independent insurance agencies. Keystone Agency Partners was founded in 2020 and is based in Harrisburg, Pennsylvania. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-06-21 |
Baker Hill
Carmel, Indiana, United States Baker Hill is a provider of cloud-based, end-to-end loan origination, risk management, and analytics software that supports loan origination and loan portfolio management. Baker Hill was formed in 1983 and is based in Carmel, Indiana. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 24.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Ares Private Equity Group is the private equity arm of Ares Management, a global alternative asset manager. The Ares Private Equity Group specializes in opportunistic majority/shared control investments in under-capitalized middle-market companies. Ares looks for companies with strong franchises and attractive growth opportunities. The Group prefers to be the lead investor and will invest across the capital structure, including common equity, preferred equity, convertible equity/debt and senior debt. Areas of interest include business services, defense, healthcare, manufacturing, industrial, energy and consumer products and services. Ares Private Equity Group was formed in 2003 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 117 of 126 |
| Sector: Insurance M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 14 of 16 |
| State: New Jersey M&A | 5 of 5 |
| Country: United States M&A | 86 of 93 |
| Year: 2023 M&A | 2 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-03-08 |
WHP Global
New York City, New York, United States WHP Global acquires and manages consumer brands. The Company seeks out and acquires global consumer brands across all category verticals, and then focuses on building those brands in high-growth distribution channels including digital commerce platforms, product licensing, and through global expansion. WHP Global was founded in 2019 and is based in New York City, New York. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-01 |
POLO
Juchen, Germany POLO is a multi-channel retailer of motorcycle clothing, accessories and equipment. The company has a wide range of own-brand products developed by its in-house design and development team. These include the brands FLM and Pharao. POLO also sells well-known third-party brands. POLO was founded in 1980 and is based in Juchen, Germany. |
Buy | - |
AmWINS is a distributor of insurance products, provides property and casualty products, group insurance programs, and administrative services to retail insurance agents. It provides brokerage services in the areas of property, casualty, financial risk, auto, construction, environmental, healthcare, life sciences, and public entity. AmWINS was founded in 1998 and is based in Charlotte, North Carolina.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 40 |
| Sector: Insurance M&A | 33 of 37 |
| Type: Growth Capital M&A Deals | 1 of 1 |
| State: New Jersey M&A | 1 of 2 |
| Country: United States M&A | 33 of 37 |
| Year: 2023 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-02 |
National Truck Underwriting Managers
Bloomington, Minnesota, United States National Truck Underwriting Managers is a third-generation family business writing truck insurance company that focuses on accounts with 1-250 power units but has the resources and market access to accommodate larger fleets as well. National Truck Underwriting Managers was formed in 1978 and is based in Bloomington, Minnesota. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-06-03 |
Kilpatrick
Houston, Texas, United States Kilpatrick is a general agency specializing in employee and individual benefits. Kilpatrick was formed in 1972 and is headquartered in Houston, Texas. |
Buy | - |
