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) |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1984 |
| PE ASSETS | 115.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Hellman & Friedman 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 | 88 of 90 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 7 of 7 |
| State: Illinois M&A | 6 of 6 |
| Country: United States M&A | 60 of 62 |
| Year: 2024 M&A | 1 of 3 |
| 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. The company primarily works with automotive original equipment manufacturers (OEMs) and auto dealers to design and administer protection products sold at auto dealerships. Safe-Guard was founded in 1992 and is based in Atlanta, Georgia. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 2021 |
| PE ASSETS | 600M USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Valeas Capital Partners is a mid?market, growth?oriented private equity firm partnering with tech?enabled companies. The Firm leverages its team’s dual investment and operating experience to collaborate closely with founders and management on value creation through buy?and?builds, scaled transformations, and new platforms. Valeas' sector focus includes healthcare, financial services, data, and technology businesses. Valeas was founded in 2021 and is headquartered in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 5 |
| Sector: Business Services M&A | 1 of 1 |
| Type: Growth Capital M&A Deals | 3 of 3 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 4 of 4 |
| Year: 2024 M&A | 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 | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-05-07 |
Suntera Group
Wembley, United Kingdom Suntera Global is a multi-jurisdictional corporate, fund, and private client services provider. Each division consists of a joined-up, international team of experts providing a jurisdictionally agnostic suite of specialist services. Suntera Global was formed in 1980 and is based in Wembley, United Kingdom. |
Buy | - |
