M&A Deal Summary |
|
|---|---|
| Date | 2019-05-20 |
| Target | J.S. Held |
| Sector | Business Services |
| Buyer(s) | Kelso |
| Sellers(s) | Lovell Minnick Partners |
| Deal Type | Secondary Buyout |
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| 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) | 6 of 9 |
| Type (Secondary Buyout) | 14 of 22 |
| State (New York) | 8 of 9 |
| Country (United States) | 57 of 70 |
| Year (2019) | 1 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-07 |
SouthernCarlson
Omaha, Nebraska, United States SouthernCarlson, Inc. is a national distributor of fastening and packaging products and supplies across 34 states. The Company serves contractors, dealers, retailers, and manufacturers in construction and industrial end markets through its network of 140 retail locations and 15 distribution centers. SouthernCarlson combines industry-leading product availability and expertise with value-added services offering that includes tool repair services, a tool loan program, national account management, and dealer category management. |
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 | 1999 |
| PE ASSETS | 3.3B USD |
| Size | Large |
| 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 29 |
| Sector (Business Services) | 2 of 4 |
| Type (Secondary Buyout) | 7 of 9 |
| State (New York) | 3 of 4 |
| Country (United States) | 21 of 29 |
| Year (2019) | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-02-11 |
Commercial Credit Group
Charlotte, North Carolina, United States Commercial Credit Group (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. |
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 formed in 2009 and is based in Somerville, Massachusetts. |
Buy | - |
