M&A Deal Summary |
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|---|---|
| Date | 2019-08-16 |
| Target | North American Dental Group |
| Sector | Healthcare Services |
| Buyer(s) | Jacobs Holding |
| Sellers(s) |
Riverside
ABRY Partners |
| Deal Type | Secondary Buyout |
| Advisor(s) | Jefferies (Financial) |
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Jacobs Holding AG is the family office for Klaus J. Jacobs. Jacobs looks to invest in and partner with non-cyclical companies in developed markets with cash-generative business models. The Firm's minimum investment size is 300 million CHF. Jacobs Holding AG was established in 1994 and is headquartered in Zurich.
| DEAL STATS | # |
|---|---|
| Overall | 4 of 4 |
| Sector: Healthcare Services M&A | 3 of 3 |
| Type: Secondary Buyout M&A Deals | 3 of 3 |
| State: Pennsylvania M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2019 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-09-03 |
Cognita Schools
London, United Kingdom Cognita Schools operates over 70 schools across 8 countries, educating more than 40,000 children, our schools provide a unique global education that goes beyond grades to develop all-round academic excellence – equipping young people with the confidence and resourcefulness that prepares them to grow, thrive, and find their success in a fast-changing world. Cognita Schools was founded in 2004 and based in London, England. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1988 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
The Riverside Company is a global private equity firm that seeks investments in profitable lower middle-market companies valued under $400 million. Riverside looks to invest in growth businesses headquartered in North America, Europe, and Asia (primarily Japan and South Korea), that have been in operation for at least five years. Riverside targets investments in a wide array of industries including distribution, automotive, healthcare, education, manufacturing, software, consumer services, plastics, publishing, food, communications, marine, and business services. Riverside was formed in 1988 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 150 of 207 |
| Sector: Healthcare Services M&A | 6 of 7 |
| Type: Secondary Buyout M&A Deals | 59 of 83 |
| State: Pennsylvania M&A | 4 of 6 |
| Country: United States M&A | 106 of 146 |
| Year: 2019 M&A | 4 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-16 |
Performance Systems Integration
Portland, Oregon, United States Performance Systems Integration (PSI) provides customers with fire and life safety services, including system inspection, service and monitoring, equipment sales, and cylinder repairs, as well as installations for new construction and retrofits in the Pacific Northwest. Performance Systems Integration was founded in 2002 and is based in Portland, Oregon. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-09-03 |
HSI
Frisco, Texas, United States HSI provides a comprehensive set of health and safety solutions to help its customers meet their training and compliance requirements. HSI offers more than 780 training courses for emergency care, workplace safety, health & safety services, and professional responders. HSI also provides hands-on training via 51,300 authorized affiliate instructors and 13,200 third-party training centers in the U.S. and Canada. HSI also offers a proprietary management system platform that tracks customers’ health & safety programs and employee compliance. HSI was founded in 1978 and is based in Frisco, Texas. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1989 |
| PE ASSETS | 12.8B USD |
| Size | Mega |
| Type | Sector Focused |
ABRY Partners is a media and communications focused private equity investment firm. Specific areas of interest include television, publishing, convention/trade shows, for-profit training, couponing, monitoring services, telephone companies, communications towers, music libraries, database providers, wireless communications, and in-store advertisers. ABRY can provide both equity and mezzanine capital, typically committing $20 to $200 million of equity or $15 to $50 million of mezzanine capital per transaction. Prospective transaction situations include buyouts, expansion financings, platform acquisitions, consolidations, and recapitalizations. ABRY Partners was formed in 1989 and is headquartered in Boston, Massachusetts.
| DEAL STATS | # |
|---|---|
| Overall | 78 of 104 |
| Sector: Healthcare Services M&A | 3 of 4 |
| Type: Secondary Buyout M&A Deals | 22 of 33 |
| State: Pennsylvania M&A | 3 of 3 |
| Country: United States M&A | 67 of 89 |
| Year: 2019 M&A | 2 of 4 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-07-31 |
Franklin Energy
Port Washington, Wisconsin, United States Franklin Energy offers a seamless customer experience through energy efficiency and demand response program management services, as well as product fulfillment. Franklin Energy has a nationwide footprint and will leverage its 30 years of expertise as it continues delivering integrated customer engagement solutions alongside its implementation services and product solutions. Franklin Energy was founded in 1994 and is based in Port Washington, Wisconsin. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-19 |
Portfolio
Lake Forest, California, United States Portfolio is an independent provider of finance and insurance products and services to automotive dealers across the country. Portfolio develops, sells, and administers auto dealer extended warranty programs across a full-service product offering, including vehicle service contracts, GAP insurance, and ancillary products. Portfolio was founded in 1990 and is based in Lake Forest, California. |
Buy | - |
