M&A Deal Summary |
|
|---|---|
| Date | 2014-07-17 |
| Target | Pacific Crest Securities |
| Sector | Financial Services |
| Buyer(s) | Key Bank |
| Sellers(s) |
CIVC Partners
Caltius Equity Partners Caltius Structured Capital |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Freeman & Co. LLC (Financial) |
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| Category | Company |
|---|---|
| Founded | 1849 |
| Sector | Financial Services |
| Employees | 16,752 |
| Revenue | 6.2B USD (2023) |
Key Bank is a provider of investment management, retail and commercial banking, consumer finance, and investment banking products and services to individuals and companies throughout the United States and, for certain businesses, internationally. Key Bank was founded in 1849 and is based in Cleveland, Ohio.
| DEAL STATS | # |
|---|---|
| Overall | 2 of 9 |
| Sector (Financial Services) | 2 of 6 |
| Type (Add-on Acquisition) | 1 of 6 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 2 of 9 |
| Year (2014) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2013-02-21 |
Victory Capital
San Antonio, Texas, United States Victory Capital is an investment management firm operating a next-generation, integrated multi-boutique business model with $132.5 billion in assets under management as of July 31, 2020. Victory Capital serves both institutional and retail investors. Victory Capital was founded in 2013 and is based in San Antonio, Texas. |
Sell | $246M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-10-30 |
First Niagara Financial Group
Buffalo, New York, United States First Niagara Financial Group, Inc. is a provider of financial services to individuals, families and businesses across New York, Pennsylvania, Connecticut and Massachusetts. |
Buy | $4.1B |
| Category | Private Equity Firm |
|---|---|
| Founded | 1970 |
| PE ASSETS | 2.0B USD |
| Size | Large |
| Type | Sector Agnostic |
CIVC Partners is a private equity firm that provides buyout and growth capital to middle-market businesses located in the US and Canada. CIVC invests in companies generating sales of $40 - $300 million with an EBITDA of $5 to $25 million. Sectors of interest include Business Services, Information Services, Facility Services, Insurance Services, Transportation & Logistics, Tech-enabled Services, BPO, SaaS, Compliance Services, Corporate Training, IT Services, and Utility Services. The firm invests in the range of $20 - $100 million per transaction. CIVC prefers to be the lead equity sponsor and will consider both majority and minority investment situations. CIVC Partners was formed in 1970 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 33 of 48 |
| Sector (Financial Services) | 5 of 7 |
| Type (Add-on Acquisition) | 8 of 14 |
| State (Oregon) | 2 of 3 |
| Country (United States) | 33 of 47 |
| Year (2014) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-06-05 |
Track Utilities
Meridian, Idaho, United States Track Utilities LLC provides mission-critical electric and telecommunications infrastructure services in the Northwest and Intermountain West. Track has deep, long-standing relationships with the major electric utilities and telecom providers in its territory and is unique in its ability to offer customers a full suite of aerial telecom, underground telecom, overhead electric, underground electric, joint utility trenching, and directional drilling services. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-03 |
Shelter Mortgage
Milwaukee, Wisconsin, United States Shelter Mortgage LLC is a retail residential mortgage originator predominantly focused on conforming purchase money loans generated through partnerships with realtors, builders, and relocation companies. |
Sell | - |
| Category | Private Equity Firm |
|---|---|
| Founded | 1999 |
| Size | Middle-Market |
| Type | Sector Agnostic |
Caltius Equity is the private equity arm of Caltius Capital Management. Caltius Equity focuses on making equity investments valued from $10 to $30 million. The Group looks to acquire control or substantial minority positions in businesses with defensible market positions, growth potential, history of profits, proprietary products/services, and limited technology risk. Funds are generally used to support generational transfers, management buyouts, growth financings, and corporate divestitures. Sectors of interest include business and infrastructure services, education services, facilities management and services, healthcare products/services, and speciality chemicals/coatings. Caltius Equity Partners was formed in 1999 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 13 of 22 |
| Sector (Financial Services) | 1 of 1 |
| Type (Add-on Acquisition) | 7 of 10 |
| State (Oregon) | 1 of 1 |
| Country (United States) | 13 of 22 |
| Year (2014) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-01 |
Polytex
Greensboro, North Carolina, United States Polytex delivers innovative, high-quality inks and specialty coatings to customers in the wall and floor covering markets. Polytex was founded in 1943 and is based in Greensboro, North Carolina. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-09-04 |
Vision Technology Solutions
Santa Monica, California, United States Vision Technology Solutions LLC is a provider of online technology solutions primarily for government and municipal clients with more than 800 government, non-profit and education clients in U.S. and Canadian communities with populations that range from less than 1,000 residents to more than 1 million. For more than 20 years, Vision has created cost-effective solutions that increase government efficiency, build transparency and promote interactive communications with citizens. |
Buy | - |
| Category | Mezzanine Finance Firm |
|---|---|
| Founded | 1997 |
| PE ASSETS | 1.4B USD |
| Size | Large |
| Type | Sector Agnostic |
Caltius Structured Capital is an investment firm focused on providing junior debt and minority equity to lower middle-market companies throughout North America. The Firm looks to invest between $7 to $50 million in companies with revenues of $15 to $250 million. The Firm pursues a variety of transaction types, including management buyouts, growth financings, and acquisition financings. Sectors of interest include business services, consumer products/services, healthcare services, manufacturing, tech-enabled services, and staffing. Caltius Structured Capital was formed in 1997 and is based in Los Angeles, California.
| DEAL STATS | # |
|---|---|
| Overall | 18 of 32 |
| Sector (Financial Services) | 1 of 2 |
| Type (Add-on Acquisition) | 6 of 10 |
| State (Oregon) | 2 of 2 |
| Country (United States) | 18 of 32 |
| Year (2014) | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2014-07-16 |
Radiant Logistics
Renton, Washington, United States Radiant Logistics is a non-asset-based transportation and logistics company providing domestic and international freight forwarding services. Radiant Logistics was founded in 2001 and is based in Renton, Washington. |
Sell | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2015-03-25 |
Mercer Advisors
Denver, Colorado, United States Mercer Advisors is an independent RIA primarily services the mass-affluent and high-net-worth clients. Mercer attracts and retains clients by offering comprehensive wealth management solutions, including: financial planning, investment management, tax management, retirement income and benefits planning, and estate planning. Mercer Advisors was founded in 1985 and is based in Denver, Colorado. |
Sell | - |
