M&A Deal Summary |
|
|---|---|
| Date | 2015-03-25 |
| Target | Mercer Advisors |
| Sector | Financial Services |
| Buyer(s) |
Genstar Capital
Oak Hill Capital |
| Sellers(s) |
Lovell Minnick Partners
Caltius Structured Capital |
| Deal Type | Secondary Buyout |
| Advisor(s) | Moelis & Co. (Financial) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 49.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 49 of 109 |
| Sector (Financial Services) | 6 of 11 |
| Type (Secondary Buyout) | 15 of 49 |
| State (Colorado) | 2 of 3 |
| Country (United States) | 44 of 101 |
| Year (2015) | 3 of 7 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-02-09 |
Orion
Omaha, Nebraska, United States Orion is a provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Orion was founded in 1999 and is based in Omaha, Nebraska. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-02 |
Boyd
Modesto, California, United States Boyd Corp is a designer, manufacturer, marketer, and distributor of extruded, die-cut, and molded flexible rubber and plastic components and sealing systems for industrial applications. The business has a history of design and manufacturing innovation related to sealing systems and applications. |
Buy | $557M |
| Category | Private Equity Firm |
|---|---|
| Founded | 1986 |
| PE ASSETS | 9.5B USD |
| Size | Mega |
| Type | Sector Agnostic |
Oak Hill Capital Partners was originally formed as the private equity investment vehicle for Robert Bass and in 1999, opened up to outside investors and raised its first private equity fund. Oak Hill looks to invest in middle-market companies and focuses its efforts within six industry groups. The six groups include basic industries; business and financial services; consumer, retail, and distribution; healthcare; media and telecom; and technology. Oak Hill targets businesses with defensible business models, strong market positions, and 'best-in-class' management. Oak Hill Capital was formed in 1986 and has offices in Stamford, Connecticut; Menlo Park, California; and New York City.
| DEAL STATS | # |
|---|---|
| Overall | 50 of 76 |
| Sector (Financial Services) | 4 of 5 |
| Type (Secondary Buyout) | 14 of 25 |
| State (Colorado) | 3 of 3 |
| Country (United States) | 43 of 69 |
| Year (2015) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-01-01 |
SWS Group
Dallas, Texas, United States SWS Group, Inc. is a Dallas-based company offering a broad range of investment and financial services through its subsidiaries. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-04-20 |
VetCor
Norwell, Massachusetts, United States VetCor owns and operates a national family of 272 veterinary hospitals employing over 4,700 veterinarians and supporting staff. VetCor hospitals provide a full range of general medical and surgical services for pets, as well as pharmacy needs and ancillary services such as boarding, grooming, and pet products. VetCor was founded in 1997 and is based in Norwell, Massachusetts. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 16 of 29 |
| Sector (Financial Services) | 16 of 24 |
| Type (Secondary Buyout) | 5 of 9 |
| State (Colorado) | 2 of 3 |
| Country (United States) | 16 of 29 |
| Year (2015) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-10 |
361 Capital
Denver, Colorado, United States 361 Capital manages and distributes retail liquid alternative products, including mutual funds, separately managed accounts, and hedge fund vehicles. The Company offers innovative investment strategies with superior risk-adjusted returns and investment performance that is uncorrelated with traditional asset management products. 361 Capital was formed in 2001 and is based in Denver, Colorado. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-30 |
J.S. Held
Jericho, New York, United States J.S. Held is a provider of specialized consulting services to address complex and high-value insurance claims and construction-related matters. J.S. Held was founded in 1974 and is based in Jericho, New York. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 19 of 32 |
| Sector (Financial Services) | 2 of 2 |
| Type (Secondary Buyout) | 8 of 13 |
| State (Colorado) | 1 of 1 |
| Country (United States) | 19 of 32 |
| Year (2015) | 1 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-17 |
Pacific Crest Securities
Portland, Oregon, United States Pacific Crest Securities is a investment bank focused exclusively on technology. The firm is a full-service investment bank providing research, institutional sales and trading, and investment banking services to technology investors and companies worldwide. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-05-01 |
Integrated Healthcare Strategies
Kansas City, Montana, United States Integrated Healthcare Strategies LLC is a healthcare management consulting firm focused on compensation and benefit designs and human resource advisory. With over 35 years serving healthcare clients, Integrated has also compiled the industry’s most comprehensive database. Integrated has achieved impressive growth over the last several years by winning new client awards and continuing to expand the range of services it provides. |
Sell | - |
