M&A Deal Summary |
|
|---|---|
| Date | 2019-01-09 |
| Target | Strategic Insight |
| Sector | Information Services |
| Buyer(s) | ISS |
| Sellers(s) | Genstar Capital |
| Deal Type | Add-on Acquisition |
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Institutional Shareholder Services, Inc. is a provider of corporate governance and responsible investment (RI) solutions for asset owners, asset managers, hedge funds, and asset service providers. ISS’ solutions include objective governance research and recommendations; RI data, analytics, advisory, and research; end-to-end proxy voting and distribution solutions; turnkey securities class-action claims management (provided by Securities Class Action Services, LLC); and reliable global governance data and modeling tools. Clients rely on ISS’ expertise to help them make informed corporate governance and responsible investment decisions. Institutional Shareholder Services was formed in 1985 and is based in Rockville, Maryland.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 8 |
| Sector (Information Services) | 2 of 3 |
| Type (Add-on Acquisition) | 3 of 6 |
| State (New York) | 1 of 1 |
| Country (United States) | 3 of 6 |
| Year (2019) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-08-17 |
iiWisdom - Interactive Governance Portal
San Francisco, California, United States iiWisdom - Interactive Governance Portal is a provider of interactive governance solutions which build connectivity between public companies and their institutional investors. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-19 |
CAER
Canberra City, Australia CAER is a provider of independent research and services relating to the environmental, social, governance (ESG) and ethical performance of companies and investment portfolios. AER’s comprehensive experience utilizing ESG data and assessments, ratings, and screening capabilities are valued by a range of institutions across Australia and New Zealand. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 49.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Genstar Capital is a private equity firm that seeks investments in life science, healthcare, medical products, industrial technology, software, financial services, packaging, building materials, manufacturing, and business services companies. Genstar looks to invest between $50 and $400 million of equity capital in businesses valued up to $1 billion. Target transaction situations include control-oriented leveraged buyouts of corporate divisions, privately held businesses or public companies, minority investments in privately held businesses or public companies, ownership restructurings/recapitalizations of privately held businesses, growth equity financings, partnerships with other strategic or financial buyers, and take privates. Genstar Capital was formed in 1988 and is based in San Francisco, California.
| DEAL STATS | # |
|---|---|
| Overall | 44 of 60 |
| Sector (Information Services) | 2 of 3 |
| Type (Add-on Acquisition) | 14 of 18 |
| State (New York) | 2 of 2 |
| Country (United States) | 39 of 54 |
| Year (2019) | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-01 |
Voice Construction
Edmonton, Alberta, Canada Voice Construction Ltd. is a provider of civil construction services to the major operators in the Alberta oil sands and surrounding areas. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-03-29 |
Lightspeed Systems
Austin, Texas, United States Lightspeed Systems is an education technology solutions provider partnering with schools to make learning safe, mobile, and easily managed. Partnered with 6,500 districts in United States and 28,000 schools around the world, the company offers integrated filtering, management, monitoring, and protection for schools through its groundbreaking platform, Relay. Lightspeed Systems was founded in 1999 and is based in Austin, Texas. |
Buy | - |
