M&A Deal Summary |
|
|---|---|
| Date | 2021-03-01 |
| Target | Oliver Winery |
| Sector | Beverages |
| Buyer(s) |
Harvey & Company
NexPhase Capital |
| Deal Type | Buyout (LBO, MBO, MBI) |
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Harvey & Company is a principal investment and advisory group. The Firm works with companies and private equity firms on acquisition searches as well as makes investments of its own. Harvey & Company was established in 1998 and is headquartered in Newport Beach, California.
| DEAL STATS | # |
|---|---|
| Overall | 54 of 72 |
| Sector (Beverages) | 1 of 1 |
| Type (Buyout (LBO, MBO, MBI)) | 20 of 27 |
| State (Indiana) | 1 of 1 |
| Country (United States) | 52 of 67 |
| Year (2021) | 1 of 5 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-12-31 |
Meritus Gas Partners
New York, New York, United States Meritus Gas Partners is a national federation of high-quality independent distributors of industrial, medical, and specialty gases and associated welding and safety supplies, located in diverse geographies across North America and serving growing end-markets. Meritus Gas Partners is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-06-17 |
Aeronix
Melbourne, Florida, United States Aeronix is a provider of data transfer, signal analysis, and communications products and related engineering services primarily to the defense industry. Products include ruggedized ethernet switches, tactical data link technology, software defined radios, and signal processing mezzanine cards. Aeronix was founded in 1985 and is based in Melbourne, Florida. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2007 |
| PE ASSETS | 1.2B USD |
| Size | Large |
| Type | Sector Agnostic |
Moelis Capital Partners (MCP) is the private equity investment arm of investment bank Moelis & Company. MCP targets growth equity and control buyouts requiring equity investments of $25 to $75 million. Moelis has particular interest in the business services, consumer and retail, financial services, healthcare services, industrial and telecom industries. Moelis Capital Partners was formed in 2007 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 36 of 42 |
| Sector (Beverages) | 2 of 2 |
| Type (Buyout (LBO, MBO, MBI)) | 14 of 15 |
| State (Indiana) | 2 of 2 |
| Country (United States) | 35 of 40 |
| Year (2021) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-09-14 |
Hexure
Colorado Springs, Colorado, United States Hexure provides innovative sales and regulatory automation solutions to the insurance and financial services industries. The company’s core product, ForeSight, is an established, industry-leading point-of-sale illustration product for multiple lines of business including life and annuities. The company also offers a fast-growing, feature-rich SaaS e-application product, FireLight, which expedites the application data collection process with an intuitive user interface. Both products serve to automate and improve the sales process and increase the revenue of retirement and insurance products offered by some of the most established financial institutions in the country. Hexure was formed in 1995 and is based in Colorado Springs, Colorado |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2021-08-25 |
Selerix Systems
McKinney, Texas, United States Selerix Systems provides highly configurable software that facilitates benefits administration (Selerix BenSelect), employee engagement (Selerix Engage), and ACA reporting (Selerix ACA). With an active user base of over 8.3 million client employees, Selerix is trusted by more than 18,000 employer groups to manage the complexities of end-to-end benefits administration. Selerix's software is used by an expansive network of leading brokerage firms and insurance companies and is widely recognized for its scalability, flexibility, and integration capabilities that support the enrollment and administration of over $3 billion in voluntary benefits and over $11 billion in medical, dental and vision benefits annually. Selerix Systems was founded in 2002 and is based in McKinney, Texas. |
Buy | - |
