M&A Deal Summary |
|
|---|---|
| Date | 2025-01-08 |
| Target | Concord |
| Sector | Internet Software and Services |
| Buyer(s) | GTCR |
| Sellers(s) |
Inverness Graham Investments
Balance Point Capital Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Aeris Partners (Financial) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1980 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
GTCR is a private equity firm that typically partners with management when pursuing acquisitions. The Firm looks to grow companies through build-on acquisitions, consolidations, and internal growth. GTCR will consider both equity and mezzanine capital commitments and concentrates its investment activity in consumer products & services, healthcare services, outsourced business services, technology, transaction processing, and pharma/medical products. GTCR was formed in 1980 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 146 of 157 |
| Sector: Internet Software and Services M&A | 6 of 7 |
| Type: Secondary Buyout M&A Deals | 35 of 40 |
| State: Arizona M&A | 2 of 2 |
| Country: United States M&A | 141 of 148 |
| Year: 2025 M&A | 1 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-12-09 |
AssuredPartners
Orlando, Florida, United States AssuredPartners is a full-service insurance broker, offering property and casualty and employee benefits insurance products and services to middle-market businesses, public institutions, and high-net-worth individuals. AssuredPartners was founded in 2011 and is based in Orlando, Florida. |
Sell | $13.5B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-01-13 |
Winged Keel
New York, New York, United States Winged Keel is an independent life insurance brokerage firm that specializes in the structuring and long-term administration of large life insurance portfolios for ultra-affluent families. It specializes in the structuring and administration of large blocks of Traditional Life Insurance and large portfolios of Private Placement Life Insurance and Annuities. Winged Keel was formed in 1989 and is based in New York City. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $20 to $80 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 19 of 19 |
| Sector: Internet Software and Services M&A | 2 of 2 |
| Type: Secondary Buyout M&A Deals | 9 of 9 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 19 of 19 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-13 |
Alliant
Brewster, New York, United States Alliant is a marketing data and analytics provider, leveraging a co-op model to deliver consumer audiences to brands and advertising agencies in the U.S. Alliant was founded in 2004 and is based in Brewster, New York. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.7B USD |
| Size | Small |
| Type | Sector Agnostic |
Balance Point Capital Advisors is a provider of equity and debt capital to middle-market US-based companies. The Firm looks to invest $5 to $30 million in companies generating $10 $150 million in revenue. The Firm invest in the range of $15 to $75 million with and enterprise value of $10 to $150 million. Funds are used to support a variety of needs, including private equity sponsored buyouts, strategic acquisitions, refinancing's, management buyouts, leveraged recapitalizations, and growth capital financing needs. Balance Point Capital is based in Westport, Connecticut.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 18 |
| Sector: Internet Software and Services M&A | 3 of 3 |
| Type: Secondary Buyout M&A Deals | 9 of 9 |
| State: Arizona M&A | 1 of 1 |
| Country: United States M&A | 18 of 18 |
| Year: 2025 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-11-11 |
Eventus WholeHealth
Concord, North Carolina, United States Eventus WholeHealth is a provider of physician-led healthcare services for residents and patients of skilled nursing and assisted living facilities. Led by a highly-trained team of physicians, psychiatrists, nurse practitioners, physician assistants, psychotherapists, podiatrists, optometrists, audiologists, and support staff, Eventus WholeHealth’s comprehensive, evidence-based model provides collaborative interdisciplinary care with the seamless and vital integration of a wide range of specialties. Eventus WholeHealth was founded in 2014 and is based in Concord, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-27 |
Bar Keepers Friend
Indianapolis, Indiana, United States Bar Keepers Friend provides household and commercial cleaning solutions that effectively remove rust stains, mineral deposits, soap scum, tarnish, and other tough stains from a variety of hard surfaces. Bar Keepers Friend was formed in 1882 and is based in Indianapolis, Indiana. |
Buy | - |
