M&A Deal Summary

Innovest Global Acquires Shepherd Energy Solutions

On December 29, 2017, Innovest Global acquired utilities company Shepherd Energy Solutions

Acquisition Highlights
  • This is Innovest Global’s 1st transaction in the Utilities sector.
  • This is Innovest Global’s 3rd transaction in the United States.
  • This is Innovest Global’s 1st transaction in Maryland.

M&A Deal Summary
Date 2017-12-29
Target Shepherd Energy Solutions
Sector Utilities
Buyer(s) Innovest Global
Deal Type Add-on Acquisition

Target

Shepherd Energy Solutions

Bowie, Maryland, United States
Shepherd Energy Solutions is a provider of turnkey commercial and residential energy efficiency services, helping homeowners, facilities and building managers in a range of sectors and industries to optimize their energy efficiency.

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Buyer(S) 1

Buyer

Innovest Global

Rancho Santa Margarita, California, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Innovest’s diversified holding company model, and their focus on efficient customer acquisition and reduced risk, are the core tenets of what the company hopes will create significant value for their shareholders.

DEAL STATS #
Overall 3 of 6
Sector (Utilities) 1 of 1
Type (Add-on Acquisition) 3 of 6
State (Maryland) 1 of 1
Country (United States) 3 of 6
Year (2017) 3 of 3
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-11-06 Sanavida

Dallas, Texas, United States

Sanavida is a provider of software services for healthcare industry. Sanavida is based in Dallas, Texas.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-22 Call Center Resources

Cleveland, Ohio, United States

Call Center Resources, Inc. is a provider of call center services. Call Center Resources is based in Cleveland, Ohio.

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Mergr

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