M&A Deal Summary |
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---|---|
Date | 2018-03-13 |
Target | Togetherwork |
Sector | Software |
Buyer(s) | GI Partners |
Sellers(s) | Aquiline Capital Partners |
Deal Type | Secondary Buyout |
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Category | Private Equity Firm |
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Founded | 2001 |
PE ASSETS | 42.0B USD |
Size | Mega |
Type | Sector Agnostic |
GI Partners (Global Innovation Partners) is a private equity firm focused on control oriented investments in asset-backed businesses and properties located throughout North America and Western Europe. GI looks to invest up to $1500 million in companies generating predictable, recurring cash flows; underperforming businesses with intrinsic value; and direct asset investments with operational complexity. Sectors of interest include energy, education, healthcare services, leisure, retail, logistics, media, entertainment, financial services, technology, and telecommunications. GI Partners was formed in 2001 and has offices in San Francisco, Greenwich, and Chicago.
DEAL STATS | # |
---|---|
Overall | 37 of 59 |
Sector (Software) | 2 of 3 |
Type (Secondary Buyout) | 12 of 22 |
State (Georgia) | 1 of 1 |
Country (United States) | 26 of 47 |
Year (2018) | 3 of 5 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-03-01 |
Doxim
Markham, Ontario, Canada Doxim is a provider of SaaS-based customer engagement software for banks, credit unions, and wealth management firms. Doxim’s Customer Engagement Platform helps financial institutions transform their client experience, communicate effectively throughout the client lifecycle, and improve cross-sell and upsell activities that drive increased wallet share. The platform addresses key digitization challenges, from automated account opening, through improved, personalized communications to anytime, anywhere content access, tailored to a client’s channel preferences. Doxim was founded in 2000 and is based in Markham, Ontario. |
Buy | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-03-21 |
Consilio
Washington, District of Columbia, United States Consilio is a global provider of eDiscovery, document review, flexible legal talent and legal technology consulting services. The company supports multinational law firms and corporations using innovative software, cost-effective managed services and deep legal and regulatory industry experience. Consilio was founded in 2002 and is based in Washington, District of Columbia. |
Buy | - |
Category | Private Equity Firm |
---|---|
Founded | 2005 |
PE ASSETS | 10.4B USD |
Size | Mega |
Type | Sector Focused |
Aquiline Capital Partners is a private equity firm that targets investments in the financial services sector. The Firm specifically invests in risk-bearing and services enterprises in industries such as property and casualty insurance, specialty finance, securities, asset management, life insurance and transaction processing. Aquiline Capital was formed in 2005 and is based in New York City.
DEAL STATS | # |
---|---|
Overall | 9 of 27 |
Sector (Software) | 3 of 4 |
Type (Secondary Buyout) | 1 of 8 |
State (Georgia) | 1 of 2 |
Country (United States) | 4 of 18 |
Year (2018) | 3 of 4 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-02-08 |
Altegris Companies
La Jolla, California, United States Altegris Companies, Inc. is a provider of alternative investment solutions designed for financial professionals and individuals seeking to improve portfolio diversification. |
Sell | - |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2018-05-23 |
RIA In A Box
New York, New York, United States RIA in a Box is a provider of compliance software to the wealth management industry. Approximately 2,000 RIAs of varying sizes across the US use the platform to increase compliance workflow efficiency. RIA In A Box also offers SaaS-based solutions such as CRM, billing, and other operational tools. RIA In A Box was founded in 2005 and is based in New York City. |
Buy | - |