M&A Deal Summary |
|
|---|---|
| Date | 2020-05-12 |
| Target | SharesPost |
| Sector | Financial Services |
| Buyer(s) | Forge Global |
| Sellers(s) | ClearVision Equity Partners |
| Deal Type | Merger |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 2014 |
| Sector | Internet Software and Services |
| Revenue | 79M USD (2024) |
Forge Global operates a marketplace that facilitates trading of shares in privately held companies and provides data and analytics on private-market valuations and liquidity trends. The Company serves institutional and individual investors seeking access to pre-IPO equity. Forge Global was founded in 2014 and is headquartered in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services M&A | 2 of 2 |
| Type: Merger M&A Deals | 1 of 1 |
| State: California M&A | 1 of 1 |
| Country: United States M&A | 2 of 2 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-28 |
IRA Services Trust Co.
Sioux Falls, South Dakota, United States IRA Services Trust Co. is a non-depository trust company with $11.1 billion in Assets under Custody (as of 12/31/2018). IRA Services Trust is regulated by the State of South Dakota Division of Banking and acts as a custodian of self-directed IRA accounts across a wide range of private investments. IRA Services Trust was founded in 2008 and is based in Sioux Falls, South Dakota. |
Buy | - |
| Category | Growth Capital Firm |
|---|---|
| Founded | 2017 |
| Size | Small |
| Type | Sector Agnostic |
ClearVision Equity Partners is a growth capital firm focused on early to growth-stage investments in Southern California-based companies. The Firm looks to commit $500K to $1.5 million per transaction and will consider all industries except life science. ClearVision generally seeks to be an active partner, looking to assist portfolio companies with recruiting talent and strategy. ClearVision Equity Partners was formed in 2017 and is headquartered in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 3 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Merger M&A Deals | 1 of 1 |
| State: California M&A | 2 of 3 |
| Country: United States M&A | 2 of 3 |
| Year: 2020 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-04-19 |
Zesty.io
San Diego, California, United States Zesty.io is a SaaS cloud-based content management system for creating, deploying, maintaining and optimizing website content. Its subscription technology propagates content automatically onto multiple websites, mobile apps, and Internet of Things devices from a single portal allowing parallel development between front end developers, designers, and non-technical content managers. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-01 |
Sandstone Diagnostics
Pleasanton, California, United States Sandstone Diagnostics is a Bay Area biotech company developing instruments and consumables for point-of-care medical testing. Sandstone’s lead product, Trak, is a consumer test kit that provides a simple and accurate way to monitor key male fertility parameters from the comfort of home. Sandstone Diagnostics was founded in 2012 and is based in Livermore, California. |
Sell | - |
