Investment Summary |
|
|---|---|
| Date | 2024-02-05 |
| Target | Baker Tilly |
| Sector | Business Services |
| Investor(s) |
Hellman & Friedman
Valeas Capital Partners |
| Deal Type | Growth Capital |
| Advisor(s) | William Blair (Financial) Foley & Lardner (Legal) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 50.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Hellman & Friedman (H&F) is a large private equity firm on the West Coast of the US. H&F focuses on control and minority investments in a variety of transaction structures and will consider opportunities across the US and Europe. H&F seeks buyouts and business in need of restructurings that operate in defensible markets with predictable revenue and earnings growth. Target sectors include financial services, healthcare, indusrial, energy, insurance, media, marketing, professional services, software, and information services. H&F's target equity investment size is $300 million to $1 billion. Hellman & Friedman was formed in 1984 and has offices in San Francisco, New York City, and London.
| DEAL STATS | # |
|---|---|
| Overall | 87 of 88 |
| Sector (Business Services) | 1 of 1 |
| Type (Growth Capital) | 7 of 7 |
| State (Illinois) | 6 of 6 |
| Country (United States) | 60 of 61 |
| Year (2024) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-09-21 |
Splunk
San Francisco, California, United States Splunk is a provider of operational intelligence software used to monitor, report and analyze real-time machine data as well as historical data across your IT infrastructure. Splunk was formed in 2003 and is based in San Francisco, California. |
Sell | $28.0B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-07-15 |
Safe-Guard
Atlanta, Georgia, United States Safe-Guard is a provider of branded vehicle protection products in the finance and insurance space to the automotive, RV, marine and motorcycle/Powersports industries. Safe-Guard Products develops, markets and administers programs on behalf of clients, backed by industry-leading sales and marketing, advanced technology solutions, and comprehensive customer service. Safe-Guard is a proud partner to Original Equipment Manufacturers (OEMs), top retailers, and independent agents across the United States and Canada. Safe-Guard was founded in 1992 and is based in Atlanta, Georgia. |
Buy | - |
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector (Business Services) | 1 of 1 |
| Type (Growth Capital) | 3 of 3 |
| State (Illinois) | 1 of 1 |
| Country (United States) | 4 of 4 |
| Year (2024) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-07-26 |
Ren
Indianapolis, Indiana, United States Ren is an independent philanthropic solutions provider in North America. Ren is a provider of Donor Advised Funds (“DAF”) software and managed services to financial advisors at the largest US financial institutions. Ren delivers custom solutions that include tax expertise, accounting support and impeccable client service, through its’ proprietary cloud computing technology. Ren was founded in 1987 and is based in Indianapolis, Indiana. |
Buy | - |
