M&A Deal Summary |
|
|---|---|
| Date | 2019-05-20 |
| Target | J.S. Held |
| Sector | Business Services |
| Buyer(s) |
Kelso
Harvest Partners |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Secondary Buyout |
SEARCH BY
| Category | Private Equity Firm |
|---|---|
| Founded | 1971 |
| PE ASSETS | 15.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Kelso & Company is a private equity and investment management firm that seeks control investments in middle-market companies operating primarily throughout the US. Sectors of interest include manufacturing, communications, media, distribution, service, consumer products, retail, healthcare, transportation, logistics, textiles, & apparel, chemicals, and energy. Kelso looks to align 'management's interest with those of investors' when considering opportunities. Kelso & Company was formed in 1971 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 67 of 81 |
| Sector: Business Services M&A | 6 of 9 |
| Type: Secondary Buyout M&A Deals | 14 of 22 |
| State: New York M&A | 7 of 8 |
| Country: United States M&A | 57 of 70 |
| Year: 2019 M&A | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-07 |
SouthernCarlson
Omaha, Nebraska, United States SouthernCarlson is a U.S.-based distributor of fastening, construction, industrial, and packaging supplies and tools. The Company supplies a broad portfolio of fasteners (nails, screws, anchors), hand and power tools (nail guns, compressors, staplers, etc.), building materials, packaging equipment, and related industrial supplies to contractors, manufacturers, and industrial clients. It provides services beyond supply including tool servicing and repair, inventory management, vendor-managed inventory, and logistical support tailored for construction sites and industrial customers. SouthernCarlson was established in 1947 and is headquartered in Omaha, Nebraska |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-27 |
Delphin Shipping
New York, New York, United States Delphin Shipping LLC is an owner of dry bulk ships. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1981 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Harvest Partners is a Investment firm provides Private Equity and Structured Capital focused on buyout, growth capital, minority position, and non-control investments in middle-market public and private companies. Harvest Partners looks to invest in profitable ($30 to $300 million of EBITDA). Sectors of interest include business services, consumer services, healthcare, industrial services, manufacturing, marketing, building products and distribution companies valued between $100 and $1000 million. The Firm prefers opportunities headquartered in North America. Harvest Partners was formed in 1981 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 51 of 71 |
| Sector: Business Services M&A | 5 of 7 |
| Type: Secondary Buyout M&A Deals | 24 of 35 |
| State: New York M&A | 2 of 4 |
| Country: United States M&A | 47 of 67 |
| Year: 2019 M&A | 2 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-16 |
Avantor
Radnor, Pennsylvania, United States Avantor is a provider of ultra-high purity materials and customized solutions to customers in the life sciences and advanced technology markets. Avantor was incorporated in 1904 and is based in Radnor, Pennsylvania. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-08-28 |
Integrity Marketing Group
Dallas, Texas, United States Integrity Marketing Group is a distributor of life and health insurance products focused on serving the senior market. Integrity Marketing Group was founded in 2006 and headquartered in Dallas, Texas. |
Buy | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| PE ASSETS | 5.0B USD |
| Size | Mega |
| Type | Sector Agnostic |
Lovell Minnick Partners is a private equity firm that targets investments in financial services companies located in North America and Europe. Specific areas of interest include asset management, financial planning, financial product distribution, outsource providers, specialty finance, and related administration and business services companies. The Firm looks to commit $40 to $150 million of equity capital per investment. Prospective transaction situations include divestitures, management buyouts, growth capital financings, and recapitalizations. Lovell Minnick was formed in 1999 and is headquartered in Radnor, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 21 of 31 |
| Sector: Business Services M&A | 2 of 4 |
| Type: Secondary Buyout M&A Deals | 7 of 9 |
| State: New York M&A | 3 of 4 |
| Country: United States M&A | 21 of 29 |
| Year: 2019 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-11 |
CCG
Charlotte, North Carolina, United States CCG is a middle-market commercial equipment finance and leasing company serving niche markets. The company's primary areas of focus are the construction, transportation, and waste industries, though transactions for other types of industrial equipment will be considered. CCG's typical transaction ranges from $50,000 to $1,000,000 with terms from 24 to 72 months. CCG specializes in both purchase-money and refinances transactions to customers throughout the United States. CCG was founded in 2004 and is based in Charlotte, North Carolina. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-06-25 |
OneZero
Somerville, Massachusetts, United States OneZero empowers institutional and retail broker-dealers and market makers with the trading technology required to compete effectively across the global foreign exchange, commodities, crypto-currency and futures markets. OneZero was founded in 2009 and is based in Somerville, Massachusetts. |
Buy | - |
