Investment Summary

HGGC Invests In Merit Financial Advisors

On January 11, 2021, private equity firm HGGC invested in financial services company Merit Financial Advisors

Investment Highlights
  • This is HGGC’s 1st transaction in the Financial Services sector.
  • This is HGGC’s 33rd transaction in the United States.
  • This is HGGC’s 2nd transaction in Georgia.

Investment Summary
Date 2021-01-11
Target Merit Financial Advisors
Sector Financial Services
Investor(s) HGGC
Deal Type Growth Capital

Target

Merit Financial Advisors

Alpharetta, Georgia, United States
Merit Financial Advisors a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transition. Merit Financial Advisors was founded in 1998 and is based in Alpharetta, Georgia.

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Investor(S) 1

Investor

HGGC

Palo Alto, California, United States

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2007
PE ASSETS 6.9B USD
Size Mega
Type Sector Agnostic
DESCRIPTION

HGGC (formerly Huntsman Gay Global Capital) focuses on middle-market leveraged buyouts, growth equity financings, recapitalizations, take privates, and corporate divestitures. The Firm primarily targets North American companies, but will consider international opportunities as well. HGGC looks for companies with at least $100 million in revenue. HGGC primarily targets enterprise software companies, however, the Firm will also consider opportunities in business services, consumer services, financial services, healthcare, industrial services, and information services. HGGC was formed in 2007 and is based in Palo Alto, California.

DEAL STATS #
Overall 38 of 46
Sector (Financial Services) 1 of 2
Type (Growth Capital) 11 of 15
State (Georgia) 2 of 2
Country (United States) 33 of 40
Year (2021) 1 of 6
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2020-12-21 Specialist Risk Group

London, United Kingdom

Specialist Risk Group is an integrated group of insurance intermediaries arranging specialist insurance for corporates and individuals operating in the U.K. and internationally. The group serves policyholders across multiple lines of business and specializes in creating solutions to challenging risk transfer questions. Specialist Risk Group is based in London, United Kingdom.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2021-02-02 Marmic

Joplin, Missouri, United States

Marmic is a full-service fire protection company providing inspection, maintenance, repair, and installation services to commercial customers throughout the United States. Marmic was formed in 1951 and is based in Joplin, Missouri.

Buy -
Mergr

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