M&A Deal Summary |
|
|---|---|
| Date | 2020-06-18 |
| Target | VitalPath |
| Sector | Medical Products |
| Buyer(s) |
Inverness Graham Investments
Avante Capital Partners |
| Deal Type | Buyout (LBO, MBO, MBI) |
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| Category | Private Equity Firm |
|---|---|
| Founded | 2003 |
| PE ASSETS | 1.0B USD |
| Size | Middle-Market |
| Type | Sector Agnostic |
Inverness Graham Investments is the private equity arm of The Graham Group. The Firm looks to make controlling investments in lower mid-market companies throughout the US. Inverness targets capital-efficient businesses with strong/sustainable cash flow, differentiated products, and operating in growing markets. The Firm seeks to commit $20 to $80 million in companies valued up to $75 million. Sectors of interest include aerospace/defense, biotech/pharmaceuticals, building materials, business services, consumer services, packaging, industrial equipment/components, electronic equipment, food/beverages, medical devices/supplies, energy & power products/services, specialty chemicals, and technology hardware. Prospective transaction situations include buyouts, growth capital financings, recapitalizations, consolidations, and divestitures. Inverness Graham Investments was formed in 2003 and is based in Philadelphia. The Firm has an additional office in Los Angeles.
| DEAL STATS | # |
|---|---|
| Overall | 29 of 38 |
| Sector: Medical Products M&A | 5 of 6 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 14 of 18 |
| State: Minnesota M&A | 1 of 2 |
| Country: United States M&A | 29 of 38 |
| Year: 2020 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-05-01 |
KICTeam
Auburn, Maine, United States KICTeam manufactures, distributes, and markets high quality, branded and private label single-use patented cleaning products to clean electronic devices that process transactions, facilitate payments, process orders and images, and print transaction records and documents. The Company’s products are used to clean a variety of FinTech electronic devices for a diverse group of industries including banking, hospitality, retail, logistics, transportation, and self-service markets. KICTeam was founded in 1997 and is based in Auburn, Maine. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-06-24 |
DataSource
Kansas City, Missouri, United States DataSource, Inc. is a technology-enabled Business Process Outsourcing (“BPO”) solutions provider of print supply and marketing services for industry-leading brands in the restaurant/hospitality and retail market segments. DataSource provides the expertise, services, technology, and products to help companies precisely execute and manage their branded programs through end-to-end brand management solution. DataSource was founded in 1989 and is based in Kansas City, Missouri. |
Sell | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 2009 |
| Size | Small |
| Type | Sector Agnostic |
Avante Mezzanine Partners is a provider of junior capital to lower middle-market companies generating at least $3 million in cash flow. The Firm looks to invest $5 to $20 million per transaction and generally works with private equity and independent sponsors in buyout transactions, as well as with entrepreneurs and owners to finance recapitalizations, refinancings, acquisitions and growth. Avante Mezzanine was formed in 2009 and has offices in Los Angeles and Boston.
| DEAL STATS | # |
|---|---|
| Overall | 31 of 50 |
| Sector: Medical Products M&A | 3 of 4 |
| Type: Buyout (LBO, MBO, MBI) M&A Deals | 13 of 17 |
| State: Minnesota M&A | 4 of 4 |
| Country: United States M&A | 31 of 50 |
| Year: 2020 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-30 |
Crucial Learning
Provo, Utah, United States Crucial Learning is a provider of communication, execution and leadership development training. The company's training solutions turn proven behavioral science principles into learnable, repeatable skills and enable enterprise clients to improve performance by addressing underlying employee behaviors. Crucial Learnings' core IP is based on bestselling books, including Crucial Conversations, Crucial Accountability, Influencer, Getting Things Done and The Power of Habit. Crucial Learning was founded in 2001 and is based in Provo, Utah. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-08-01 |
Unison Therapy Services
Walnut Creek, California, United States Unison Therapy Services is a provider of therapy services for children with developmental and speech delays, autism, social and emotional developmental needs, and behavioral challenges. Unison Therapy Services was founded in 1989 and is based in Walnut Creek, California. |
Buy | - |
